The Escrow Officer completes the following duties under the direction of the Director of Operations

File Initiation and Review

• Accept and review files upon assignment
• Review title commitments to identify potential curative issues
• Notify all parties of file opening and communicate next steps clearly

Title Clearance & Curative

• Perform and oversee curative actions in alignment with the title department direction and underwriter guidelines
• Follow up on title issues proactively and document daily
• Ensure all title products are accurate, compliant, and complete
• Maintain and grow in knowledge and training over title insurance policies and endorsements

Legal Document Coordination

• Order legal documents from the law firm in a timely manner
• Confirm receipt and proper upload of all documents into Qualia

Closing Disclosure & Balancing

• Draft and revise Closing Disclosures (CDs) based on contract and lender instructions
• Communicate directly with lenders to achieve timely and accurate CD balancing
• Ensure all funds are correctly accounted for and disbursement instructions are validated

Funding & Post-Closing Handoff

• Submit complete and balanced files to the funding department with all required checklist and documentation
• Provide the policy department with complete and accurate information for the timely and correct issuance of policies

Client Service & Communication

• Serve as a trusted, proactive communicator to clients, agents, and lenders
• Send weekly file status updates to all parties
• Foster client retention through timely service, thoughtful communication, and solution-oriented follow-up

Expectations 

The Escrow Officer will be held to the following expectations:

• Maintain daily ownership over assigned files from open to close
• Enter detailed notes and upload all file communication and activity in Qualia
• Follow workflow task lists in Qualia, checking off steps as completed
• Escalate issues or delays appropriately and promptly to the Title Manager or Director of Operations
• Adhere to deadlines for:
  • Title clearance
  • Legal document ordering
  • CD preparation and balancing
  • Funding submission
  • Policy handoff

Compliance Requirements

The Escrow Officer is expected to maintain full compliance with:

• TDI (Texas Department of Insurance) standards, including licensure, documentation, fee accuracy, and recordkeeping