HomeServices of America
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Review client renewals, investigate premium increases, identify coverage gaps/errors, requote and remarket policies, issue new policies and update agency management system, and advise clients on coverages and risk management.
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Provide general administrative support including answering phones, scheduling, data entry, filing, preparing mailings and reports, coordinating meetings and travel, greeting clients, processing invoices/billings, and assisting leadership and other office staff as needed.
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The Sales Manager oversees real estate offices, manages staff recruitment and training, promotes profitability, and develops strategies to support sales associates and meet company objectives.
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The Insurance Producer evaluates clients' risk exposures and sells personal lines insurance policies, fostering referral relationships and ensuring compliance with insurance standards.
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Manage pre-closing and post-closing settlement tasks: review and clear title, identify underwriting concerns, prepare Closing Disclosures and closing statements, issue title policies, order bring-downs and tax certifications, prepare deposits, record documents, handle letters of indemnity, coordinate with lenders, and make disbursements.
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Under direct supervision, process post-settlement real estate documentation accurately and timely. Maintain records, meet performance and attendance expectations, protect confidential information, and collaborate with staff, customers, and business partners.
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Responsible for assessing risk exposure for clients and recommending personal or commercial property insurance coverage. Duties include marketing and selling policies, fostering referral relationships, and ensuring compliance with underwriting requirements.
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The Settlement Processor oversees pre-closing, coordinates with lenders, prepares documents, manages disbursements, and ensures title clearance for settlements.
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Prepare and balance closing disclosures, settlement statements, and related documentation; ensure proper escrow accounting and compliance; review lender, recording, and title packages; resolve title issues prior to closing; prepare deposits, disbursements, and commission packages; coordinate with closers, lenders, agents, and production staff.
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The Insurance Producer role involves marketing and selling personal lines insurance, building referral relationships, and ensuring compliance with insurance regulations.
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Facilitates real estate closings by preparing, reviewing, and verifying closing and mortgage documents, resolving title defects, conducting closings, submitting post-closing packages, and supporting lender requests. May train staff, handle scheduling, assist marketing efforts, and fill in for branch manager as needed.
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Prepare and balance closing disclosures and settlement statements, ensure escrow/accounting accuracy, resolve title issues, compile closing and recording packages, coordinate with closers, lenders, agents, and production staff to ensure compliant, complete transactions.
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Prepare, review, and organize residential and commercial real estate closing files; order payoffs, title evidence, mortgage and inspection documentation; schedule and facilitate closings; prepare settlement and mortgage documents; communicate with clients, sales associates, and lien holders to resolve title issues; prepare disbursement, recording, and commission packages; perform occasional administrative duties and support commercial title staff.
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Lead the Fond du Lac real estate office (30 hrs/week): recruit, train, motivate, and retain agents and staff; run weekly sales and development meetings; support transactions; track performance metrics; manage administrative staff and budgets; promote affiliated businesses; attend company meetings and community events.
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Prepare and balance closing disclosures, settlement statements, and documentation for real estate closings. Monitor transactions for completeness and compliance, resolve title issues, coordinate with closers, lenders, agents and production staff, and ensure proper escrow accounting and recording packages.
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Provide administrative support for Metro Referral licensing, mailings, referral management, partner data entry, and social media/payment processing. Coordinate with accounting and ensure compliance across seven states and DC. On-site role at Fairfax HQ.
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Facilitate real estate closings by preparing, reviewing, and verifying closing and escrow documents, resolving title defects, conducting closings, preparing disbursement and recording packages, supporting lenders, and assisting with branch marketing, scheduling, and training as needed.
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The Office Administrator manages administrative activities, oversees office operations, supports sales associates, trains staff, and handles real estate documentation and reports, primarily on weekends.
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Support the sales team by processing client applications, ensuring compliance and underwriting guidelines are met. Responsible for data entry and follow-up with agents and carriers.
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The Insurance Producer will market and sell personal lines insurance, assess client risk, build relationships with real estate professionals, and provide direction to specialists, driving new business growth.
