Forward Planner

Reposted Yesterday
Be an Early Applicant
Roseville, CA
In-Office
30-40 Hourly
Entry level
Insurance • Real Estate
The Role
The Forward Planner will compile research, review documents, and assist builder customers with subdivision maps and guarantees, ensuring compliance with company policies and deadlines.
Summary Generated by Built In
Who We AreJoin a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We DoFirst American is looking to add a Forward Planner to our growing team.
Under general supervision of Title Operations Manager, a Forward Planner will compile research as requested, draw and review documents, review and give comments to builder customers; their document attorney and civil engineer regarding proposed subdivision/parcel maps prepare, proof, and distribute applicable information to produce a Subdivision Map Guarantee.

What You'll Do: 
• Input information with accuracy and create products using the FAST system
• Anticipate possible problem orders and, using discretionary judgment, consult with the unit supervisor regarding any delays and seek guidance on technical problems
• Accurately review assigned files, pursuant to company practices, policies, and CLTA underwriting procedures
• Become familiar with the subdivision map act book and CLTA procedures
• Provide engineer & builder customers copies of the preliminary title report and any other recorded documents or maps they need to satisfy the City/county.
• Work directly with the City/county as needed and provide them with copies of recorded documents if requested.
• Review map prints, if applicable as prints are submitted to the city/county for review. Provide builder, document attorney and civil engineer with our comments. 
• Coordinate the lender’s signatures on the map with the customer. If we are to sign the map as Trustee, send the Trustee Authorization form to the customer (or directly to the lender) and provide a copy of the prelim and map.
• Contact county tax collector to obtain Subdivision Tax Clearance Letter and secure subdivision tax bond amounts for the next tax year.  
• Issue the Subdivision/Parcel Map Guarantee and review and record the map and any easements, deeds, quitclaims or other documents required to be recorded with the map. 
• Send copies of the recorded documents to parties involved.  

Our ideal candidate will be able to perform the following: 
• Demonstrates basic computer skills.
• Generates information from title specific software with minimum assistance
• Verifies work, keeping errors to a minimum
• Assembles complete report and/or research neatly and efficiently
• Recognizes when a search/exam is complete and ready for distribution 
• Keeps errors within Company Standards
• Completes reports, research projects and document review within the scheduled deadlines, demonstrate ability to track and prioritize work assignments, proper guidance and direction is sought and followed when necessary
• Performs all requested work accurately and within the timeframe specified by management.
• Complies with all policies and procedures
• Attends all requested online training and classes as requested.

Pay Range: $30.14-$40.18 hourly
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.  Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

#LI-SD1

What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Top Skills

Fast System
Title Specific Software
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The Company
HQ: Santa Ana, CA
13,104 Employees
Year Founded: 1889

What We Do

First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies’ core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services.

First American Title Insurance Company provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals to facilitate real estate purchases, construction, refinances or equity loans.

First American's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate.

As one of the largest title insurance companies in the nation, First American offers title insurance and settlement services through its direct operations and an extensive network of agents throughout the United States and internationally.

First American Title Insurance Company traces its history to 1889 and is the largest subsidiary of First American Financial Corporation (NYSE: FAF).

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