Job Summary

Responsible for selling all Canyon Title products, primarily title insurance and settlement services. Directly engages in new business development for local and national settlement services. Uses strong communication skills to help facilitate smooth residential and commercial closing transactions. Can serve as a liaison between the internal team, client, and consumer.

FLSA - Exempt

Essential Functions

• Builds and maintains a network of sources from which to identify new sales leads
• Communicates proactively with and responds promptly to clients
• Works with the client and Canyon Title operations to facilitate customer-centric processes
• Responsible for contacting branch management to implement the “onboarding” process for new clients
• Responsible for setting up new loan officers and companies on the Canyon Title order entry system(s)
• Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise and escalate as appropriate
• Provides the Sales Lead with periodic reports on sales activities, market information, status of client base, and other information
• Quotes prices and answers questions concerning products and/or services
• Works with various producers of title and escrow settlement services
• Works closely with the internal operations team to ensure client satisfaction and problem resolution
• Meets assigned metrics and Key Performance Indicators that reflect and support strategic objectives.  Exceeds established sales goals
• Performs other duties as assigned

Knowledge and Skills

• High level of demonstrated customer service and time management skills
• To perform this job successfully, an individual should know Microsoft Office applications
• Ability to self-start and high energy level
• Ability to communicate and resolve interpersonal conflict
• Closing operations system knowledge preferred but not required
• Ability to read and interpret documents such as underwriting guideline matrix, lender’s instructions, trust agreements, and purchase contracts
• 10-year background checks with no derogatory items for credit, criminal, prior positions 
• Ability to write routine reports and correspondence
• Bi-lingual or Multi-lingual a plus!

Education

• Bachelor's Degree or equivalent combination of education and experience
• Experience
• 4+ years of industry experience
• 1-2 years of outside sales experience preferred

Work Environment/Physical Demands

• This job requires the associate to occasionally stand; walk; sit; use hands; climb stair; balance; stoop; kneel; read; talk or hear/
• The associate must occasionally lift and or move up to twenty-five pounds.
• Specific vision abilities include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• The work is performed primarily in an office setting. The noise level in the work environment is moderate.

Canyon Title is an innovative industry leader in quality and efficient title processing and real estate services. Our customer service department manages our customers via telephone and in person and ensures they have a positive experience with our company. 

As Director of First Impressions, you are responsible for providing excellent customer service for all our customers, either by phone or in person, answering questions or getting customers to the right place. This position is one of the most important in our company because you are the first person our customers encounter. The reception and kitchen areas must always look immaculate, giving our customers a great first impression. 

Detailed responsibilities include but are not limited to: 

Administrative Duties:

• Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries. 
• Maintains stock and inventory of all office supplies, coordinates maintenance of office equipment when needed, and orders supplies when needed
• Directs visitors to the appropriate places; informs staff of arrived customer, makes photocopies of ID’s 
• Daily mail sorting
• Makes cookies daily, maintains stock of guest amenities (soda, cookies, pens, etc.), and performs light housekeeping of reception areas, training room, and board rooms.

Events Coordination: 

• Corresponds with educational instructors directly when adding events to the EDU program, confirms class, and includes calendar invites
• Works closely with the Canyon AE team to vet new classes before adding them to the program
• Gathers all event information(head shot, bio, class description), publishes event information on our website, and maintains a file on events for possible use later
• Keeps a detailed spreadsheet  for both the Canyon DTC and Westminster EDU Calendar
• Responsible for reserving boardrooms/training rooms for events on internal calendars
• Maintains and distributes RSVP lists/sign-in sheets to appropriate parties classes
• Enter RSVP information into constant contact
• Correspond with Loan Officers to sponsor courses as needed
• Sets up EDU Training room with coffee, water, and cookies and gathers appropriate serving dishes for sponsors’ refreshments if necessary 

Recordings and Deposits: 

• Receives Earnest Money Checks and loan documents daily - distributes to proper parties. (Provides receipt of check that complies with our security policies. Uploads to Resware - when necessary. Deposits are done daily as needed)
• Maintains security of all checks that are awaiting deposit by keeping an up-to-date log of all checks that have been deposited, shipped, or distributed to parties
• Recording of documents with various counties on occasion as needed.  

Qualifications: 

• High school diploma 
• Basic knowledge of Microsoft Office Suite 
• Knowledge of administrative and clerical procedures
• Knowledge of customer service principles and practices
• Ability to use multi-line telephone system
• Must be a self starter 
• Attention to detail
• Problem solver
• People pleaser
• Bi-lingual or Multi-lingual a plus!

Job Summary

Responsible for establishing new escrow accounts and processing escrow documents in accordance with established policies and procedures.  Acts as a neutral third party between buyers and builders during a real estate sale, managing funds and processing real estate transactions.

FLSA – Non-Exempt

Essential Functions

• Completes real estate escrow transactions by determining requirements; clearing titles; assembling, preparing, and reviewing closing documents; disbursing funds
• Determines escrow requirements by studying and clarifying buyer, seller, and lender instructions
• Obtains clear title by ordering title reports, resolving title defects, and satisfying existing liens and encumbrances against property or principals
• Establishes escrow account by depositing funds; maintaining records
• Prepares transaction documents by completing forms and statements; collecting and reviewing existing documents
• Completes calculations by prorating taxes and interest
• Completes closing transaction documents by assembling documents, reviewing papers with parties, explaining provisions and procedures, answering questions, checking documents for completeness and accuracy, and obtaining signatures
• Completes closing by recording and filing documents; preparing and distributing final closing statements and title
• Prepares HUD by utilizing lender instructions
• Closes escrow account by balancing and disbursing funds
• Complies with regulatory requirements by adhering to and enforcing adherence to requirements.
• Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations
• Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Job Complexities

• Assignments are moderately complex in nature. Has latitude for un-reviewed action or decision
• Acts in advisory capacity, making recommendations which may have an important bearing on the conduct of the organization’s business

Supervision Received or Extended

• Works under general supervision, setting own priorities and objectives. Work reviewed for soundness of judgment and overall accuracy 
• No responsibility for supervision of others

Knowledge and Skills/Technology Used

• Familiar with standard concepts, practices, and procedures within the escrow/title industry field
• Knowledge of Microsoft Office applications
• Good client relations and organizational skills
• Ability to write routine reports and correspondence
• Ability to speak effectively before groups of customers or employees of organization
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
• Detail-oriented and professional; able to handle confidential information
• Ability to deal with multiple types of roles such as real estate sellers, buyers, agents, and brokers
• Bi-lingual or Multi-lingual a plus!

Typical Education

• High School diploma or equivalent

Typical Range of Experience

• 4 – 6 years related experience with 3+ years experience directly handling escrow transactions as an escrow assistant.

License or Certification

• Escrow Officer certification from the Escrow Association or escrow officer training program completion by a title company or bank.

Work Environment/Physical Demands

• This job requires the associate to occasionally stand; walk; sit; use hands; climb stair; balance; stoop; kneel; read; talk or hear/
• The associate must occasionally lift and or move up to twenty-five pounds.
• Specific vision abilities include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The work is performed primarily in an office setting. The noise level in the work environment is moderate.