Essential duties and responsibilities
- Review files and identify title defects, required clearance evidence, and issues requiring escalation.
- Analyze clearance documentation, including divorce documents, probate, trusts, powers of attorney, and corporate entity documents.
- Independently manage an assigned pipeline, track next actions and deadlines, and advance or clear files with accurate documentation and complete notes.
- Communicate and collaborate with underwriters; seek a second opinion or approval when a file requires additional review.
- Prepare deeds, affidavits, correction documents, state-specific deed transmittal forms, title commitments, and commitment markups.
- Order deeds from title partners and vendors where applicable, and review vendor-prepared deeds for accuracy.
- Review and approve surveys and underwrite applicable endorsements in accordance with insurer guidelines and applicable approval requirements.
- Follow client requirements for timelines, coverage, and documentation.
- Communicate what must be paid, signed, and recorded at closing.
- Maintain clear file notes and provide timely updates to internal and external customers, including unresolved requirements, progress, and next steps.
- Prioritize file work, chat messages, phone calls, email, and urgent closing escalations without losing track of follow-up commitments.
- Learn AI-enabled workflows as they are introduced and double-check generated requirements and answers against source documents and applicable guidance.
What you bring
- Demonstrated experience independently handling complex title curative files, including probate, trusts, powers of attorney, and entity documents. We evaluate file complexity and independent judgment rather than a fixed number of years of experience.
- Ability to analyze and evaluate legal and public-record documents as they relate to title.
- A repeatable approach to organizing an active file pipeline, tracking deadlines, and following up on outstanding items.
- Ability to prioritize competing requests, adapt to changing workflows, and communicate potential delays or unresolved issues promptly.
- Clear written and verbal communication, including professional phone etiquette and customer service.
- Judgment to recognize uncertainty, seek help before making an unsupported decision, and document the outcome.
- Proficiency with Microsoft Office and Excel.
- Familiarity with AI-enabled workflows and an approach to verifying outputs. Engineering-level skills are not required.
- Careful handling of confidential information and accurate work in a time-sensitive environment.
- ResWare and multi-state experience is helpful but not required
- High school diploma or equivalent is required; Bachelor’s degree is a plus and/or Law Certification is a definite plus.
First thirty days
- Review an assigned set of files and document title defects, required clearance evidence, and escalation needs.
- Advance or clear an agreed workload with accurate documents and complete file notes, working toward the target active pipeline of 65–75 files per person.
- Independently maintain timely stakeholder updates and closing requirements on assigned files.
Location and schedule
Remote US, with openings supporting Eastern and Western US teams.
Eligible hiring states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Missouri, North Carolina, Nevada, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington.
Normal schedule: 40 hours per week, with no mandatory overtime. Occasional voluntary overtime may be requested.