Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Escrow Assistant
Flagstaff, AZ, USA Req #11318 Tuesday, March 5, 2024
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration.
Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering a comprehensive suite of real estate-related services and technology.
In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer.
WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to communicate, collaborate, coexist, WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates.
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Job Purpose :
Escrow Assistant is responsible for assisting the Escrow Officer in providing superior escrow services while maximizing profitability utilizing technology, communication, collaboration and co-existence with clients, consumers and WFG personnel in a manner compliant with WFG Policies and Procedures.
Essential Job Functions :
Knowledge, Skills and Abilities :
Basic Qualifications :
Preferred Qualifications :
Previous experience in an escrow processing capacity preferred.
Supervisory Responsibility : This position has no supervisory responsibilities.
Work Environment :
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Requirements / ADA :
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated;
some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements : Ability to see information in print and / or electronically.
Position Type / Expected Hours of Work :
Days and hours of full time position are Monday through Friday, 8 : 00 to 5 Part-time positions may be considered.
Travel :
No travel is expected for this position.
Last updated : 2024-05-08
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