Post Close Department
Position Summary: Manage the funding process for escrow transactions
Reports to: Manager, Funding and Deed Prep
-Monitor and manage prompt application of deposits for incoming checks and wires.
-Monitor and manage daily disbursement activities to ensure that all files approved for disbursement are processed.
-Ensure that all recording files are processed, to include printing recording checks, preparing overnight packages and sending docs for recording.
-Direct involvement with coaching staff and streamlining processes to achieve accurate best practices while remaining compliant with all regulations.
-Work with departments to ensure that all files are ready for disbursement, and provide the funding team with the documents essential for disbursement.
-Ensure that all deeds are processed within the Client SLA.
-Ensure that all metrics are met related to Client Deed Quality SLA.
-Monitor employees’ productivity to ensure standards are met.
-Conduct routine audits of activity processed to ensure quality.
-Monitor employees’ attendance.
-Conduct annual reviews.
-Monitor and manage Client scorecard to ensure we are in a performing status for all Funding and Deed related SLA’s.
-Create and implement training materials specific to the Funding and Deed Prep process.
-Monitor employee performance to ensure accuracy when funding a file or preparing a deed.
-Monitor daily metrics to ensure they are met by staff.
-Conduct monthly team meetings with the staff.
-Be the liaison between the funding department and the accounting department to help with the daily reconciliations and to make any corrections.