Join Clever Real Estate as a Senior Escrow Officer / Branch Manager

Position: Senior Escrow Officer / Branch Manager

Location: Los Angeles, California [or surrounding cities] / Office 2-3 days/week

Compensation Total: $110-$125k

About Clever

At Clever Real Estate, we envision a world where every person makes real estate moves that bring them closer to their life's goals. To achieve that vision, we connect people with the most trustworthy advice and the best solutions for every step of their real estate journey.

We've built the leading online education platform in real estate and are rated the #1 real estate company on TrustPilot — and our solutions have helped people save over $160 million on real estate fees. Clever is venture-backed, profitable, and still evolving. 

We believe our team is exceptional! With an impressive Engagement Survey score of 4.3 out of 5 and the honor of being recognized as a 'Best Place to Work' by the St. Louis Business Journal in 2024, we take pride in our team's high engagement and satisfaction levels. If you're looking for a challenging role with deep ownership, smart co-workers, and real-world impact– read on to learn more! 

About the Role

Reporting directly to the Sr. Director of Title and Escrow Operations, Clever is looking for a dedicated Senior Escrow Officer / Branch Manager to join our Closings Team. This role involves managing the end-to-end process of real estate transactions while overseeing the branch's operations and ensuring compliance with California regulations. As the branch manager, you will take ownership of the branch's success by ensuring operational excellence and maintaining a customer-first culture. This person will need to be able to drive into an office 2-3 days/week.

As the first and final point of contact for customers and clients, the Senior Escrow Officer / Branch Manager plays a crucial role in maintaining the company's reputation and ensuring high levels of customer satisfaction. By maintaining professional conduct in all interactions and providing timely feedback to business leaders, this leader will help drive continuous improvement and uphold the company's standards of excellence. 

As a Senior Escrow Officer / Branch Manager, you will be accountable for:

• Compliance: Ensure the branch operates efficiently and complies with California Department of Financial Protection and Innovation (DFPI) requirements.
• Branch Operations: Supervise branch operations, including managing escrow files, maintaining compliance, managing funds, and meeting service targets.
• Closing Process: Facilitate a professional closing experience, including obtaining appropriate signatures, handling funds, and meeting all title and lender requirements.
• Document Preparation: Review contracts, title commitments, and lender instructions to prepare settlement statements and necessary real estate documents for closing.
• Fund Management: Hold and disburse funds according to escrow instructions, ensuring accurate and timely transactions.
• Proactive Communication: Maintain open lines of communication with all parties involved in the real estate transaction throughout the life cycle of the file. Provide timely and accurate feedback to business leaders to support continuous improvement.
• Document Recording: Prepare documents for recording to ensure legal compliance and proper documentation.
• Quality Control: Oversee policy issuance to ensure accuracy and compliance with company standards.
• Business Development: Build and maintain relationships with Realtors and industry professionals to continuously grow business opportunities.
• Team Mentorship: Assist in the development of team members by mentoring Assistant, fostering a collaborative and skilled team environment.

✅ Measures of Success

The ideal candidate for this role will exhibit:

• Strong operational Skills: Demonstrated ability to manage branch operations, including compliance, performance metrics, and team development.
• Strong Interpersonal Skills: Ability to interact effectively with clients, colleagues, and industry professionals.
• Organizational Skills: Ability to manage multiple tasks efficiently and maintain order throughout the closing process.
• Analytical Thinking: Ability to think critically and solve problems that arise during the transaction process.
• Regulatory Knowledge: Thorough understanding of California escrow regulations, including DFPI guidelines.

Skills / Qualifications

• Demonstrates complete knowledge and ability to handle a Real Estate transaction from receipt of contract to funding and disbursement.
• Solid knowledge of title insurance, regulatory guidelines, legal documents and real property law.

• Strong written and verbal communication skills; a persuasive and passionate communicator with excellent people skills.
• Action-oriented, entrepreneurial, flexible, and innovative approach to job.
• Demonstrated superior customer service skills.

• Ability to work with mathematical concepts (e.g., statistical inferences), the fundamentals of geometry, and to apply concepts such as fractions, percentages, ratios to practical situations.
• Excellent computer skills in Closing Software (Qualia a plus), Microsoft Office Suite (Word, Outlook, Excel,), Adobe Suite and Google Workplace.

Required Experience

• 5+ years of experience as a licensed escrow officer (Residential Resale)
• Licensed California Escrow Officer (license must be current and active)

Compensation & Benefits

• Base compensation: $85-105k with total comp range $110-$125k
• Health, dental, vision, and life insurance
• Company 401k program
• Paid Time Off starting at 18 days per year that grows with tenure
• 6-12 weeks of paid parental leave

Equal Employment Opportunity Employer Statement: 

Clever Real Estate provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.