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Escrow secretary skills for your resume and career
10 escrow secretary skills for your resume and career
1. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Served as first point of contact for clients, telephone and front desk reception, customer service.
- Provided great customer service by answering questions and give status on closings to all customers involved.
2. Closings
- Processed, prepared, and reviewed closed loan documents for consumer and commercial loads, conducted loan closings with the borrower.
- Maintained all real estate files and scheduled closings between title companies, attorneys, clients and other escrow secretaries.
3. HOA
HOA stands for "Home Owner's Association." This association is comprised of community members to ensure all community guidelines and codes are followed. These rules are often created by the association to give the community a uniform and clean look. Rules can include everything from placement of trash cans to lawn care maintenance, and members often join an HOA as soon as a home is purchased in a community with such an association.
- Order and file HOA, sewer, and trash demands as requested from escrow and title officers.
- Worked with escrow companies preparing HOA certifications and documents for the sale of homes within the Associations.
4. Multi-Line
- Operated multi-line phone system and performed basic office procedures.
- Answered Multi-line phone system for four Escrow Officers.
5. Title Policies
- Prepared documents for notary signing, write-ups for final title policies, and ordering hazard insurance.
- Attained loan funding and finalization of real estate title policies.
6. Loan Packages
- Signed up customers with loan packages.
- Provided accurately executed loan packages to lender for loan funding.
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- Performed in-depth word processing functions, including preparation of post-doctoral application documents, proofing and editing for executive committee review.
- Assisted Administrative Officer with all clerical duties including correspondence, policies and reports utilizing various word processing programs.
8. Administrative Tasks
- Performed all administrative tasks for a staff of 12 escrow officers and assistants.
- Leveraged organizational, communication, and research skills to assist professors in administrative tasks, preliminary research, student counseling.
9. Notary
- Managed office administration duties including Notary Public, accounts payable/receivable, collections, marketing, reception, and procurement.
- Provided full and limited escrow services on refinance transactions including marketing, business development, and notary services.
10. Settlement Statements
A settlement statement is a document that holds summaries of all the terms and conditions regarding a settlement. In the cases of a loan settlement statement, it fully discloses the terms of a loan and all details of the charges that a borrower needs to pay from a loan's interest.
- Prepared Settlement Statements for the closing of the escrows.
- Completed settlement statements with bottom line figures for customers.
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Allison White
Associate Professor, Ohio University
What soft skills should all escrow secretarys possess?
Allison White
Associate Professor, Ohio University
What hard/technical skills are most important for escrow secretarys?
Allison White
Associate Professor, Ohio University
List of escrow secretary skills to add to your resume

The most important skills for an escrow secretary resume and required skills for an escrow secretary to have include:
- Customer Service
- Closings
- HOA
- Multi-Line
- Title Policies
- Loan Packages
- Word Processing
- Administrative Tasks
- Notary
- Settlement Statements
Updated January 8, 2025