CALIFORNIA ESCROW FUNDING SPECIALIST

Overview

This role is for a full-time, remote Escrow Funding and Post-Close Specialist in California. The position supports real estate transactions by performing pre-funding file reviews, coordinating escrow disbursements (including wire transfers), and managing electronic recording from setup through tracking and rejection resolution. The specialist works with internal teams, lenders, title personnel, recording offices, and other stakeholders while following established procedures, lender instructions, underwriter requirements, applicable law, and supervisory direction.

Responsibilities

Disbursement Responsibilities

• Examine disbursement packages and transaction documents to identify errors, missing information, and deficiencies that could affect funding.
• Complete pre-funding file reviews by verifying settlement statements, payoffs, title requirements, lender instructions, funding conditions, and disbursement details.
• Arrange escrow fund disbursements in compliance with settlement statements, lender instructions, and company policies.
• Partner with internal teams to complete scheduled fundings accurately and within required timelines.

Funding Responsibilities

• Prepare, coordinate, and process funding for real estate transactions while meeting company, lender, and underwriter requirements.
• Initiate, prepare, review, and process wire transfers within established procedures, approval limits, and required review protocols.
• Support the Funding Manager’s disbursement review and approval workflows by collecting information, flagging discrepancies, preparing documentation, and routing items for required review or approval.
• Provide backup coverage for funding activities by following established procedures, escalating exceptions, and addressing time-sensitive operational needs as directed.
• Monitor and research outstanding checks, document findings, conduct follow-up, and route exceptions for review.
• Investigate ledger balances, held escrow funds, and account discrepancies to support timely reconciliation and resolution.

Recording Responsibilities

• Examine executed packages and transaction documents to identify recording deficiencies.
• Oversee post-closing workflows, including e-recording setup, document submission, monitoring, and confirmation of recording.
• Monitor recording status to ensure documents are recorded accurately, on time, and in accordance with jurisdictional requirements.
• Investigate recording rejections, identify deficiencies, coordinate corrections with internal and external parties, and resubmit documents as needed under established procedures.
• Maintain accurate, up-to-date recording records and supporting documentation in company systems.
• Coordinate with recording offices, lenders, title personnel, attorneys, and other stakeholders to complete recordings and resolve issues.

Additional Essential Duties

• Use ResWare, Archer, Outlook, and other company systems to process transactions, maintain records, and support efficient workflows.
• Respond to incoming emails, phone calls, and requests; accurately record and update information in company systems.
• Maintain clear, professional communication with lenders, attorneys, notaries, borrowers, recording offices, and internal stakeholders.
• Protect the confidentiality and security of customer, financial, and company information.
• Apply strong attention to detail and problem-solving skills to identify issues, minimize errors, follow established procedures, and recommend process improvements for review.
• Work independently on routine tasks and collaboratively in a high-volume, deadline-driven environment, escalating non-routine issues and exceptions to the appropriate supervisor or manager.
• Maintain a positive, professional, and customer-focused approach in all interactions.

Requirements

• 5+ years of experience in escrow operations and funding.
• Experience with accounting, escrow operations, and escrow funds.
• Ability to read and understand simple instructions, short correspondence, and memos; draft simple correspondence; and clearly present information to customers, clients, and other employees in one-on-one and small-group settings.
• Ability to calculate discounts, interest, commissions, proportions, percentages, area, circumference, and volume; apply basic algebra and geometry concepts.
• Ability to use common-sense reasoning to follow written, oral, or diagrammed instructions and resolve problems involving several concrete variables in standardized situations.

Compensation & Benefits

• Salary: $55,000–$65,000, based on experience.
• 401(k) with employer matching.
• Full medical, dental, vision, HSA, and life insurance benefits available on day one.
• Paid time off (PTO) and holiday pay.
• Opportunities for advancement.

Location & Schedule

• Job Type: Full-time, remote. Must be a California resident.
• Schedule: Monday–Friday (8-hour shifts).
• Required hours: 9:00 a.m.–6:00 p.m. Pacific Time.

Equal Employment Opportunity & Accommodations

• The employer is committed to equal employment opportunity for qualified individuals regardless of protected characteristics.
• Reasonable accommodations are available for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the application or interview process, perform essential job functions, and/or receive other benefits and privileges of employment, request support through the Human Resource team.