Settlement Agent (On-site)

Penn Transfer is looking for a highly motivated Settlement Agent to join our innovative, agile team on our journey to unprecedented levels of success! The Settlement Agent will be responsible for assembling, preparing, and reviewing/verifying documents for a loan closing while ensuring all applicable state, federal, and regulatory requirements are met—this role will play an important part in ensuring our customers’ financing experience goes smoothly, a crucial piece of the process to further our mission of “Building Dreams Together.”

Key Responsibilities Homebuyer Settlements

• Receive and review lender prepared CD for approval
• Make any lender requested changes to title docs.
• Enter lender fees from Lender CD into Title Express
• Verify non-lender fees on Lender CD are correct (i.e. title fees, taxes HOA fees, recording fees, deposits, seller credits etc., pro-rations)
• Prepare Seller CD and send it to seller for approval.
• Send ALTA for Realtor Approval
• Print Closing packages and organize for settlement
• Review lender closing instructions
• Finalize disbursement ledger, match wire with lender amount.
• Communicate with buyers and realtors with any special requirements.
• Conduct settlements

Immediate Post Closing (homebuyer And Takedowns)

• Verify wires are received.
• Prepare Deposits and Record incoming wire receipts
• Organize packages for scanning
• To be done as needed after settlement:
• Track mortgage releases and records upon receipt via Simplifile or send to county for Manage any post-closing requests from lenders and customers.
• Manage any monies being held for escrow purposes and release as required

Misc

• Daily Positive Pay
• Water/sewer and payoff requests (as back up)
• Recordings and Post-Closing mailings (as back up for post closer)
• Make Deposits (as back up for Dawn)
• Assist in Policy Preparation (during any down time as back up)
• Follow up on outstanding checks/disbursements (as requested).
• Stipulation of Liens Preparation (as back up)
• Additional duties and responsibilities as assigned/needed.

Required Skills And Experience

• High school diploma required; college degree preferred
• 3-5 years in achieving results in the title insurance, mortgage lending, or real estate field.
• Current PA Notary License or must be obtained within 30 days of hiring.
• Strong understanding of property titles, liens, mortgages, and related legal documentation
• A keen attention to detail and strong research and organizational skills.
• Excellent customer service skills and an enthusiasm for ‘Unreasonable Hospitality.’
• Proven project management skills, with the ability to set and meet aggressive deadlines.
• Exceptional interpersonal, verbal, and written communication skills, with a talent for building rapport quickly.