Transaction coordinator

The role of the Senior Transaction Coordinator is to receive orders from customers and coordinate all details of the transaction from application to closing.

Duties may include but are not limited to entering orders into the production system, ordering exhibits ( tax certificates, surveys, well inspections, septic inspections, HOA due statuses and loan payoff statements ), review of title commitment, resolution of title curative requirements, communication with client on clear to close file status, providing settlement fees as requested by clients, requesting bring down to update title information, obtain water utility information, obtain sewer utility information, update scheduling calendar for closings, and any other duties assigned to him or her by the Manager.

Essential Duties and Responsibilities :

Maintains compliance with Surety Title Company, LLC policies and procedures in accordance with governing laws, regulations, regulatory agencies and company standards.

Demonstrates on a consistent basis individual and team behavior that supports the culture of Surety Title Company, LLC. The essential duties and responsibilities of the Senior Transaction Coordinator may include but are not limited to the following :

• Establish and maintain positive customer relationships by providing exceptional customer service and professional communication.
• Maintains a defined client base of orders with high touch / personalized services to critical customers.
• Process residential settlements, generally involving purchase, cash, refinance, Equity Loans, Lot Closing, or new loan transactions.
• Position carries a higher volume caseload of monthly orders.
• Position processes primarily purchase transactions.
• Respond to customer inquiries / information needs and provides positive, courteous service to customers.
• Receive orders by telephone, email, fax or mail directly from customers.
• Review the title commitment to determine what is needed to clear title and coordinate the processing of same.
• Input order into production system, review contract of sale, place orders with vendors, send acknowledgements / opening letters to customers.
• Order, track, receive and distribute all items and services to customer and all related parties as required.
• Schedule closing : coordinate date, time and place.
• Prepare file for Settlement Officer to take to closing including all invoices and certifications.
• Works in concert with Junior Transaction Coordinator and other support positions.
• Properly document notes in every file.
• Properly scan all documents to file.
• Performs any other duties as requested.

Supervisory Responsibilities

This job has no direct supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and / or Experience

• High School Diploma / GED required.
• Must have at least two years of experience working at a title company.
• HUD-1 and CDF Settlement Statement Preparation experience while working at a title company preferred.
• Notary Public is preferred
• NJ Title License preferred.

Language Skills

Ability to read, analyze, and interpret general business documents. Ability to write reports and business correspondence.

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Computer Skills

To perform this job successfully, an individual should have knowledge of Microsoft Office; a fax machine; a copier / scanning machine;

and a multi-line telephone.

Other Skills and Abilities

• Ability to multi-task.
• High Standard of organization and attention to detail.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to sit.

The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and taste or smell.

The employee must frequently lift and / or move up to 10 pounds and occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Anywhere Integrated Services is a driving force in the title and settlement services industry. Anywhere Integrated Services?

is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the District of Columbia, and provide closing services in all 50.

Anywhere Integrated Services?is a subsidiary of Anywhere Real Estate. Anywhere Real Estate is a publicly traded company and a global provider of real estate services.

It franchises and owns several of the industry's leading real estate brands and brokerages.

Anywhere Integrated Services Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title (CA), Texas American Title Company (TX), Market Street Settlement Group (NH / ME), Mid-Atlantic Settlement (MD), Burnet Title (MN / IL / WI) and U.S. Title (MO).

Anywhere Real Estate Inc. (http : / / www.anywhere.re / ) ?(NYSE : HOUS) is on a mission to empower everyones next move. Home to some of the most recognized brands in real estate?

Better Homes and Gardens Real Estate (https : / / www.bhgre.com / ) ,?Century 21 (https : / / www.century21.com / ) ,?Coldwell Banker (https : / / www.

coldwellbanker.com / ) ,?Coldwell Banker Commercial (https : / / www.cbcworldwide.com / ) ,?Corcoran (https : / / www.corcoran.

com / ) ,?ERA (https : / / www.era.com / ) , and?Sotheby's International Realty (https : / / www.sothebysrealty.com / eng)

The Anywhere portfolio includes franchise and brokerage operations as well as national title, settlement, and relocation companies and nationally scaled mortgage origination and underwriting joint ventures.

• Supporting approximately 1.5 million home transactions in 2021, Anywhere is focused on simplifying, digitizing and integrating the real estate transaction for all consumers, no matter where they may be in their home buying and selling journey.
• With innovative products and technology, Anywhere fuels the productivity of its approximately 196,200 independent sales agents in the US and approximately 136,400 independent sales agents in 118 other countries and territories.

At Anywhere Real Estate, diversity fuels success for our company, for our employees, and for our industry. We strive to be a top destination for diverse talent, committed to creating a culture of belonging that empowers everyones next move.

We pursue talent strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results.

We value diversity respecting backgrounds, cultures, perspectives, and beliefs. We develop our diverse talent base through increasing representation in executive key leadership roles with actions including mentorship programs and partnerships with real estate associations that promote diversity and inclusion.

Read more about our companys diversity, equity, and inclusion efforts in our annual Corporate Social Responsibility Report (https : / / assets.

website-files.com / 633f08923c4c519693723aa5 / 63f7690462db639dcd8b18de Anywhere CSR Report 2022.pdf) .

Youll find our commitment to diversity reflected in our achievements :

• Recognized as one of the Worlds Most Ethical Companies since 2011.
• Anywhere has also been designated a Great Place to Work since 2019.
• Recognized by Fortune as one of Americas Most Innovative Companies.
• Honored by Forbes as one of the Worlds Best Employers for Diversity and Top Female Friendly Companies.

With a diverse employee population, we know we will succeed together and move real estate to whats next. We hope youll join us.

EEO Statement : EOE including disability / veteran

Last updated : 2024-09-10