Regional Escrow Officer - Palm Harbor, FL

Posted 3 Days Ago
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Palm Harbor, FL, USA
In-Office
Junior
Real Estate
Coldwell Banker The Real Estate Centre (CB-TREC) is an Ontario based real estate brokerage.
The Role
Provide centralized operational support to Escrow Officers and branches throughout the real estate closing lifecycle. Manage workflow dashboards, review title and closing documents, order required records (tax certificates, HOAs, payoffs), prepare closing packages, ensure compliance, communicate status to stakeholders, assess and escalate risks, and maintain accurate files to enable timely, accurate real estate closings.
Summary Generated by Built In
As an Escrow Specialist, you will play a critical role in ensuring a seamless and efficient real estate closing experience. You’ll provide centralized operational support to Escrow Officers and local branches, managing key administrative and compliance tasks throughout the transaction lifecycle. Your attention to detail, customer-first mindset, and ability to thrive in a fast-paced environment will directly contribute to successful real estate closings and client satisfaction. 

Key Responsibilities 

Operational & Task Management 
- Maintain an accurate and up-to-date task list via workflow dashboards, ensuring no overdue items. 
- Support escrow branches by: 
  • Reviewing title commitments/prelims and buyer/seller information forms. 
  • Ordering tax certificates, HOA documents, surveys, payoffs, and lien releases. 
  • Balancing files and preparing closing documents. 
  • Completing other assigned workflow tasks as needed. 

Document Review & File Management 
- Evaluate real estate contracts and the supporting documents for accuracy and completeness. 
- Compile and process escrow instruction packages. 
- Ensure all documentation is compliant and properly filed. 
Branch Collaboration & Communication 
- Partner with Escrow Officers and local branches to prepare for closings. 
- Provide timely updates on file status, changes, and issues. 
- Serve as a liaison between internal teams and external clients. 
Risk Assessment & Compliance 
- Identify discrepancies and assess risk levels using sound judgment. 
- Escalate issues appropriately to ensure compliance and mitigate risk.

Qualifications

Experience  
  • 1–3 years of experience in escrow, title, and/or real estate transaction support required.
  • Demonstrated understanding of the full lifecycle of a real estate transaction (“life of a file”). 
  • Demonstrated understanding of closing documents and settlement statements.

Technical Skills 
  • Proficiency in Microsoft Office Suite and AI tools (i.e.- CoPilot, Gemini, Chatgpt)
  • The ability to learn and navigate multiple software systems quickly and accurately as this role regularly works in escrow computer applications.
Core Competencies 
  • Customer Focus: Prioritize service excellence for Escrow Officers, agents, and clients. 
  • Self-Motivation: Work independently with urgency in a high-volume, paperless environment. 
  • Critical Thinking: Analyze information and resolve problems efficiently. 
  • Communication: Convey information clearly and professionally, both verbally and in writing. 
  • Collaboration: Build strong relationships with internal and external stakeholders. 
  • Adaptability: Manage shifting priorities and remain resilient under pressure. 
  • Quality Assurance: Demonstrate accuracy, thoroughness, and accountability in all tasks. 
 Why Join Us? 
  • Be part of a collaborative and mission-driven team. 

Anywhere is proud to offer a comprehensive benefits package to our employees including:
  • Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
  • 401(k) savings plan with company match
  • Paid Time Off to Include Holidays , Vacation Time, and Sick Time
  • Paid Family & Paternity Leave
  • Life Insurance
  • Business Travel Accident Insurance
  • All employees receive access to LinkedIn Learning
  • Tuition reimbursement for approved programs
  • Employee Referral Program
  • Adoption Assistance Program
  • Employee Assistance Program
  • Health and Wellness Program and Incentives
  • Employee Discounts
  • Employee Resource Group
 
About Us

For more than two decades, Sunbelt Title Agency has operated as one of Florida's leading independent title and settlement companies. Sunbelt operates in more than 40 offices throughout eastern, central, western and southern Florida. Sunbelt Title is a subsidiary of Anywhere Real Estate Inc.

Anywhere Real Estate Inc. (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate, Century 21®, Coldwell Banker®, Coldwell Banker Commercial®, Corcoran®, ERA®, and Sotheby's International Realty® , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.  Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.

At Anywhere, we are empowering everyone’s next move – your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together.  Read more about our company culture and values in our annual Impact Report.  

We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:

  • Great Place to Work
  • Forbes World's Best Employers
  • Newsweek World's Most Trustworthy Companies
  • Ethisphere World's Most Ethical Companies

Skills Required

  • 1-3 years of experience in escrow, title, and/or real estate transaction support
  • Demonstrated understanding of the full lifecycle of a real estate transaction
  • Demonstrated understanding of closing documents and settlement statements
  • Proficiency in Microsoft Office Suite
  • Familiarity with AI tools (CoPilot, Gemini, ChatGPT)
  • Ability to learn and navigate multiple escrow software systems quickly and accurately
  • Customer focus and strong communication skills (verbal and written)
  • Self-motivation, critical thinking, collaboration, adaptability, and attention to quality/accuracy
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The Company
HQ: Vaughan, ON
200 Employees
Year Founded: 1906

What We Do

Coldwell Banker The Real Estate Centre (CB-TREC) is an Ontario based real estate brokerage with offices in Toronto, Vaughan, Newmarket, Barrie, Innisfil, and Orillia. Their experienced team of residential and commercial agents operate across southern Ontario, helping clients reach a wide range of real estate goals. Originally founded in 1906, the Coldwell Banker brand was built on a commitment to professionalism and customer service which remains the cornerstone of our business philosophy today. Coldwell Banker is one of the oldest real estate companies in the country and this experience has helped us achieve the highest sales volume of any national real estate franchise* — double our nearest competitor. A Different Kind Of Brokerage At Coldwell Banker The Real Estate Centre, creating opportunities for our clients and our people is the foundation of our business. So whether you’re ready to buy a home, sell your existing one, or are looking for a rewarding new career, creating the right opportunity for you to achieve your dream is the core principle that’s helped us consistently grow our brokerage since 2000. Our Team Coldwell Banker TREC has Sales Representatives that cover both residential and commercial real estate. Their knowledge and experience can guide you through the real estate process and help you with all the details before, during and after the sale.

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