Escrow Branch Manager (Pleasanton, CA)

Responsible for achieving branch strategic and financial objectives by establishing and overseeing efficient closing/settlement processes, developing internal and external customer relationships, preparing and maintaining branch budgets and managing and developing branch staff.

Primary Responsibilities

• Ensure daily branch operations are conducted in accordance with operations standards
• Establish and monitor processes for accurate and timely processing of title, scheduling, closing preparation, closing and post-closing
• Coordinate with business partners to ensure smooth transitions and support between land, construction, sales, accounting and mortgage
• Ensure quality customer service. Monitor and respond to customer service management system (CQE).
• Review and respond to monthly quality and accounting audits
• Ensure proper handling of all funds and closings
• Prepare and adhere to departmental budgets with focus on expense reduction and maximizing revenue
• Perform as a team member in allocating and coordinating the work flow
• Maintain thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures
• Keep abreast of area competitors' products, services and costs
• Maintain and foster branch participation in division/community events and promote company values and culture
• Ensure that all security procedures are followed, branch is operationally sound, and satisfactory audits are achieved.
• Identify & mitigate operational risk and to ensure ongoing adherence with compliance procedures
• Other duties as assigned
  
  

Management Responsibilities

• Ensure appropriate staffing to meet department needs
• Utilize recruiting and selection tools/processes to build organizational talent
• Delegate work according to employee's abilities and skills
• Evaluate employee performance and plan for compensation actions in accordance with that performance
• Provides developmental opportunities through identification of internal and external training opportunities
• Provides continuous coaching with regard to functional and leadership as well as technical skills and behaviors
• Maintain staff schedules to provide adequate coverage at all times
• Facilitate regular employee meetings to discuss goals, disseminate company information, discuss operational issues, etc.
• Supervise, coach, and develop staff regarding service expectations, policies, procedures, products, systems and banking transactions
  
  

Required Education

• High School Diploma or equivalent required. College degree preferred.
• DFPI (Department of Financial Protection and Innovation) license preferred, but must be obtained after hire.
• Notary Public required.
  
  

Required Experience

• Minimum of 5 years' Escrow Operations Experience
• Minimum of 2 years at a supervisory level or above.
• Strong leadership and delegation skills.
• Ability to work and interact with departments throughout the organization.
• Specialize in RESPA with understanding of company's underwriting guidelines.
• Effective communication, presentation, and organization skills
• Ability to prioritize conflicting demands & meet department needs with available resources.
• Efficient in Microsoft Word, Outlook, Excel, One Note and SoftPro is a plus.
• Understanding of title and settlement rules and regulations preferred
• Knowledge of real estate law and title escrow curative procedures is preferred.
• Knowledge of abstracting and examining is preferred.