About the role
Schedule: Full-time or Part-time
Work Setup: Remote
Work Hours: U.S. Central Time (Dallas, TX)
We are looking for an experienced Title & Closing Assistant to support our U.S. residential mortgage refinance operations. This position requires prior hands-on experience in the U.S. title insurance, settlement, or mortgage closing industry.This is not an entry-level title position. The successful candidate must be comfortable reviewing title documentation, identifying issues that could affect a refinance transaction, assisting with title curative matters, and communicating clearly with lenders and internal team members.
Primary Responsibilities
Review title commitments and related title documentation for residential refinance transactions.
Identify and summarize important title issues for the lender, including existing mortgages, judgments, liens, taxes, ownership/vesting issues, and other requirements or exceptions that may affect the transaction.
Prepare and send complete title work packages to lenders, ensuring the lender receives the appropriate title documents and a clear explanation of material issues requiring attention.
Handle and follow up on title curative matters, including obtaining documentation necessary to clear title requirements before closing.
Review title search results and supporting documents and determine what additional information or documentation is needed.
Communicate with lenders, borrowers, title vendors, underwriters, and other parties regarding outstanding title requirements.
Prepare preliminary Closing Disclosures (CDs) and title/settlement fees in our title production software.
Review lender instructions and ensure title and settlement fees are accurately reflected.
Maintain accurate file notes and follow up on outstanding requirements so files remain on track for closing.
Escalate unusual or complex title issues to senior staff or underwriting when appropriate.
Required Experience
Prior professional experience working with a U.S. title insurance agency, settlement company, title vendor, mortgage lender, or comparable U.S. residential real estate operation.
Demonstrated experience reviewing title commitments and/or title search reports.
Working knowledge of common refinance title issues, including mortgages/deeds of trust, judgments, liens, property taxes, vesting, and payoff requirements.
Experience with title curative work and clearing title requirements.
Experience preparing or reviewing preliminary Closing Disclosures and settlement/title fees.
Experience using title production, settlement, or mortgage software.
Strong written English and the ability to communicate professionally with U.S.-based lenders and business partners.
Excellent attention to detail and ability to manage multiple refinance files simultaneously.
Important
Applicants should be prepared to discuss their previous U.S. title experience in detail, including the companies they supported, the type of transactions they handled, their specific responsibilities, the states in which they worked, and the title/settlement software they used.
Prior title-industry experience will be verified, and candidates will be asked to complete a practical title knowledge assessment as part of the interview process.
We are looking for someone who already understands the fundamentals of U.S. residential title and can become productive quickly with training on client specific procedures.