Escrow Assistant

The Escrow Assistant on the GO Specialized Services (GO-SS) National Escrow Assistant Team (NEAT) provides centralized escrow support services to assigned title and escrow offices. This role supports escrow officers and operational teams by performing standardized escrow-related functions in accordance with established service models, standard operating procedures, and compliance requirements.

NEAT team members are developed through structured training and ongoing coaching to ensure consistent, high-quality service delivery, operational efficiency, and adherence to GO-SS standards.

Essential Functions:

The following duties represent the foundation responsibilities the Escrow Assistant will learn and perform through structured training and ongoing development on the NEAT team. Responsibilities may expand as proficiency is demonstrated. Other duties may be assigned as business needs evolve.

• Provide operational escrow support to assigned offices, including transaction setup, document processing, and file maintenance.
• Open and manage escrow orders in accordance with established procedures and service level expectations.
• Prepare, review, and update settlement statements, including charges, disbursements, and adjustments, ensuring accuracy and compliance.
• Enter and maintain escrow data across internal systems, ensuring timely and accurate updates throughout the life of the file.
• Upload, distribute, and organize escrow documents using approved document management and sharing tools.
• Assist with invoicing, creating and editing escrow documents as required.
• Process Interest-Bearing Accounts (IBAs), including setup, maintenance, and documentation in accordance with regulatory and company requirements.
• Prepare and process IRS Form 1099-S, ensuring accurate data entry, validation, and timely completion in compliance with reporting requirements.
• Coordinate check requests, wire setup, and wire verification in compliance with company security and fraud-prevention protocols.
• Communicate professionally and effectively with escrow officers, internal partners, and external parties as needed to support transactions.
• Adhere to all standard operating procedures, compliance requirements, and company policies.
• Maintain confidentiality of customer and transaction information at all times.

Knowledge, Skills, and Abilities :

• Customer-focused mindset with a commitment to service excellence.
• Strong attention to detail and accuracy in transaction-based work.
• Demonstrated critical thinking and problem-solving capabilities.
• Effective verbal and written communication skills.
• Ability to organize, prioritize, and manage multiple tasks in a fast-paced, deadline-driven environment.
• Proficiency with Microsoft Office applications and Microsoft Teams.
• Ability to learn and apply FAST, ClarityFirst, Ignite, and other GO-SS-approved escrow and title systems.