CareerPlan

Escrow Officer

Pleasanton, CA (Job Posting Location), USFull-time2026-10-09 → 2026-11-09
On-site

Core

Prepares documents for escrow processing and closing, clears title requirements, and disburses funds for real estate transactions.

Role type

Escrow Officer

Builds

Real estate closing transactions and title conveyance

Domain

Real Estate / Title Services

Required skills

Escrow accounting, Good Funds Law compliance, Notary licensing, Settlement sheet preparation, Title report review, Fee quoting

Preferred skills

Supervisory experience, Marketing and customer service techniques

Technologies

Rate Manual, Account Servicing Setups

Responsibilities

Coordinate daily responsibilities with the Branch or Escrow Manager, Obtain demands/releases to clear title, Draw instructions and supporting documents for signing, Audit and close files when funds and documents are received, Disburse funds, Write escrow instructions consistent with party requirements, Estimate closing funds and obtain deposits, Review commitment and preliminary title reports, Reconcile discrepancies between instructions and title reports, Order beneficiary statements and insurance, Direct and supervise other associates, Solicit business in-person or virtually, Maintain confidentiality of proprietary information, Comply with escrow accounting and Good Funds Law, Prepare Account Servicing Setups, Quote accurate fees using the Rate Manual

Seniority

Mid-level, individual contributor with supervisory preference