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Top Escrow Secretary Skills

Below we've compiled a list of the most important skills for an escrow secretary. We ranked the top skills based on the percentage of escrow secretary resumes they appeared on. For example, 19.5% of escrow secretary resumes contained customer service as a skill. Let's find out what skills an escrow secretary actually needs in order to be successful in the workplace.

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The six most common skills found on Escrow Secretary resumes in 2020. Read below to see the full list.

1. Customer Service

high Demand

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.

Here's how Customer Service is used in Escrow Secretary jobs:
  • Position requires strong communication skills-Data entry-Knowledge of real estate chains of title-Typing and general office duties-Excellent customer service skills
  • 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.
  • Closed all escrow files, customer service.
  • Provided customer services, as required.
  • Transitioned to the Customer Service Department.
  • Assisted multiple units, Assembled escrow packages, Handled Tulare County recordings at courthouse, Customer service / Receptionist
  • Greet Customers & Provided Customer Service in Person & Phone Processed New Orders & Policies Mailed out Policies to Customers
  • Support to Escrow Officer Liaison to Loan Company Escrow Document Preparation and Coordination Customer Service

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2. Real Estate

high Demand

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how Real Estate is used in Escrow Secretary jobs:
  • Process real estate loans, title research, prepare documents for closings, various other paralegal duties and legal transactions.
  • Maintained all real estate files and scheduled closings between title companies, attorneys, clients and other escrow secretaries.
  • Prepared closing packages for delivery to all parties as well as performing real estate closings.
  • Partnered with buyers, agents and lenders to ensure a smooth real estate closing.
  • Proofed and ensured quality of all documents after real estate file closings.
  • Handled customer inquiries and maintained files in a real estate escrow company.
  • Worked closely with banks, brokers and real estate agents.
  • Attained loan funding and finalization of real estate title policies.
  • Worked with Title companies and Real Estate Agents/ Brokers.
  • Prepared all legal documents for real estate closings.
  • Prepared all paperwork for real estate closings.
  • Provide information to lenders, real estate agents

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3. Title Companies

high Demand

The companies that perform different legitimacy checks on pieces of real estate property to release insurance policies for that property are termed title companies. The title insurance provided by title companies safeguards citizens from any ownership disputes and proprietary lawsuits against the owner or the lender. Some title companies also manage escrow accounts of their clients to ensure that the insurance funds are being used for residential purposes.

Here's how Title Companies is used in Escrow Secretary jobs:
  • Performed all secretarial and reception duties including closing escrows, dealing with customers, realtors, title companies and loan companies.
  • Reviewed preliminary title reports and compared exceptions and reconciled any discrepancies.
  • Ordered and abstracted preliminary title reports.
  • Worked closely with real estate agents, lenders, mortgage brokers, buyers, sellers as well as other title companies.
  • Worked alongside real estate agents, mortgage brokers, lenders and title companies for clients buying, selling or refinancing properties.
  • Interact with mortgage companies and/or lenders, public trustee offices, courts, law firms, title companies and mortgagors.

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4. Loan Portfolio

high Demand

Here's how Loan Portfolio is used in Escrow Secretary jobs:
  • Assisted with closings for Home Equity loans and the preparation of all documents required for a residential or commercial loan closing.
  • Worked up closings from beginning to close on payouts, refinances, and home equity loans.
  • Process residential escrows, generally involving cash, refinance equity loans and new loan transactions.
  • Closed and processed all refinance and home equity loans.
  • Worked on various Home Equity loans.

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5. Office Supplies

high Demand

Here's how Office Supplies is used in Escrow Secretary jobs:
  • Order office supplies, handling of all incoming and outgoing mail, fed ex, ups packages.
  • Ordered all office supplies and legal documents.
  • Answer phones, log in & forward loan payments made, greet customers, file, fax, order office supplies.
  • Initiated and monitored requisitions through PeopleSoft for office supplies, laboratory supplies including purchasing lab animals for research and travel reimbursement.
  • Monitored, maintained and organized supply closets consisting of computer hardware and general office supplies.
  • Maintain minimum necessary inventory of office supplies for administrative area; make all necessary administrative equipment repair arrangements.

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6. Data Entry

average Demand

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how Data Entry is used in Escrow Secretary jobs:
  • PC-based databases and other applications, internet and server-based databases and other imaging and data entry applications
  • General office responsibilities such as Data entry of patient information and registration of patients electronically.
  • Performed data entry and manipulation of internal systems for providing reports and special mailings.
  • Reviewed offense reports entered by data entry operators, proofreading and making necessary corrections.
  • Handled general administrative tasks, including correspondence, data entry and document management.
  • Worked cooperatively with other district departments typing numeric reports and other data entry.

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8. Escrow

average Demand

An escrow refers to a third party who holds in their custody money or asset on behalf of other parties involved in a business transaction. Every month a lender deposits an escrow amount of the mortgage into another party's account and handles the insurance premiums plus the estate taxes.

Here's how Escrow is used in Escrow Secretary jobs:
  • Provide administrative and clerical support for Vice-President and escrow officer.
  • Received and directed customers to proper escrow officers.
  • Processed correspondence for escrow officers.
  • Maintained good relationships with clients while responsible for opening, maintaining and closing of the escrow accounts.
  • Provided the administrative, secretarial, and clerical assistance to all escrow officers.
  • Opened escrow file delegate in appropriate files between 3 different Escrow officers.
  • Maintained scheduling for all clients and opened and closed escrow files.
  • Managed a three person department and performed as Escrow Officer.
  • Handled administrative functions for the office and escrow officers.
  • Calculated and accepted funds for closing of escrow.
  • Front end processing through funding for escrow officer
  • Promoted to Escrow Officer for Residential Closings.
  • Answered phones for three Escrow Officers.
  • Initiated new escrow accounts by phone.
  • Handled and disbursed all escrow funds.
  • Assisted Escrow Officer as needed.
  • Service escrow files telephone inquiries.
  • Prepared escrow closing statements, verified closing cost calculation and client correspondence.
  • Gathered and compiled accurate borrower and property data for loan submissions to underwriter, funder, and escrow.
  • Assist Escrow Officer, record deposits, order Re-conveyances, assemble closing for realtors, buyers and sellers

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9. HOA

average Demand

Here's how HOA is used in Escrow Secretary jobs:
  • Work very close with Freddie Mac's closing coordinators to get prior approvals on delinquent HOA, taxes, and utilities.
  • Ordered title documents and prepared documents as needed to clear liens, deeds, HOA, and additional issues.
  • Ordered HOA documents and prepared payoff demands for existing liens, judgments, child support and IRS liens.
  • Obtain tax status, HOA status letters, payoff statements and other property data necessary prior to closing.
  • Maintained and upheld detailed open order, HOA, lender, title, PO's for refinance desk.
  • Order HOA status letters and any additional information that may be needed to clear title before closing.

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10. Appropriate Parties

average Demand

Here's how Appropriate Parties is used in Escrow Secretary jobs:
  • Conducted commercial, builder/developer and residential closings, including obtaining payments due and disbursement of funds to appropriate parties.
  • Balanced files, closed transactions, funded files and disbursed funds to appropriate parties Additional Work History available upon request
  • File original documents and submit copies to appropriate parties processed payments for property taxes, hazard insurance, and refunds.
  • Ordered Code Compliance Status from jurisdiction government of property, and forwarded violation info to appropriate parties.
  • Executed loan docs, set up for recording, and disbursing funds to appropriate parties.
  • Disburse all funds, wire out funds and issue checks to the appropriate parties.

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11. Phone Calls

low Demand

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how Phone Calls is used in Escrow Secretary jobs:
  • Answer Phones, Scanning, copying, faxing, greeting guests & company events.
  • Deciphered and routed incoming phone calls.
  • Transfered phone calls, took messages.
  • Job duties:-Filing-Arranging appointments-Running errands-Answering and directing phone calls-Assisting Staff-Photocopying, scanning, and faxing -Checking and entering data-Distributing mail
  • Scheduled patients appointments & answered questions/phone calls -Kept track of patient's records/ filed integral documentation Activities
  • Provided customer service by answering customers' phone calls, consolidating customer relations and increasing invoices.

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12. New Files

low Demand

Here's how New Files is used in Escrow Secretary jobs:
  • Opened title on new contracts, labeled and set up new files on clients.
  • Prepared new files, order in-put, ordered pay-offs and land surveys along with home owners insurance.

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13. Word Processing

low Demand

Here's how Word Processing is used in Escrow Secretary jobs:
  • 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.
  • Use current computer software applications to develop spreadsheets and perform word processing, electronic communications and other applications.
  • Assist litigation/bankruptcy departments and word processing department with document design and production on evenings and weekends.
  • Position later included word processing for presentations managers needed for marketing plans.
  • Composed and prepared correspondence, reports and statistical information utilizing word processing and spreadsheet software.

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14. Administrative Tasks

low Demand

Here's how Administrative Tasks is used in Escrow Secretary jobs:
  • Leveraged organizational, communication, and research skills to assist professors in administrative tasks, preliminary research, student counseling.
  • Provide administrative support to the Management through coordinating and conducting administrative tasks and duties, including handling and receiving information.
  • Complete certain administrative tasks as required or as assigned by manager for effective office and/or departmental management.
  • Coordinate general patent and trademark application maintenance as above * Perform administrative tasks as above * Accept instructions from Attorneys
  • Tax deposits and payroll Monitored class schedules Volunteer with the therapeutic horsemanship classes All correspondence and other Administrative tasks
  • Provided administrative/secretarial support such as answering phones, assisting visitors and resolving a wide range of administrative tasks.

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15. Notary

low Demand

Here's how Notary is used in Escrow Secretary jobs:
  • Prepared documents for notary signing, write-ups for final title policies, and ordering hazard insurance.
  • 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.
  • Perform notary duties following the National Notary Association guidelines.
  • Coordinate closing between notary and borrowers.
  • Confirm signing was completed with notary and Banks.

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16. Tax Returns

low Demand

Here's how Tax Returns is used in Escrow Secretary jobs:
  • Analyzed tax returns and financial statements for self employed borrowers and commissioned borrowers.

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Online Courses For Escrow Secretarys

One of the best ways to acquire the skills needed to be an escrow secretary is to take an online course. We've identified some online courses from Udemy and Coursera that will help you advance in your career. Since escrow secretaries benefit from having skills like customer service, real estate, and title companies, we found courses that will help you improve these skills.

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17 Most Common Skill For An Escrow Secretary

Customer Service19.5%
Real Estate16.9%
Title Companies9.8%
Loan Portfolio9.5%
Office Supplies7.7%
Data Entry5.6%
Legal Documents5.4%
Escrow3.5%

Typical Skill-Sets Required For An Escrow Secretary

RankascdescSkillascdescPercentage of ResumesPercentageascdesc
1
1
Customer Service
Customer Service
19.5%
19.5%
2
2
Real Estate
Real Estate
16.9%
16.9%
3
3
Title Companies
Title Companies
9.8%
9.8%
4
4
Loan Portfolio
Loan Portfolio
9.5%
9.5%
5
5
Office Supplies
Office Supplies
7.7%
7.7%
6
6
Data Entry
Data Entry
5.6%
5.6%
7
7
Legal Documents
Legal Documents
5.4%
5.4%
8
8
Escrow
Escrow
3.5%
3.5%
9
9
HOA
HOA
3%
3%
10
10
Appropriate Parties
Appropriate Parties
2.9%
2.9%
11
11
Phone Calls
Phone Calls
2.8%
2.8%
12
12
New Files
New Files
2.5%
2.5%
13
13
Word Processing
Word Processing
2.5%
2.5%
14
14
Administrative Tasks
Administrative Tasks
2.3%
2.3%
15
15
Notary
Notary
2.2%
2.2%
16
16
Tax Returns
Tax Returns
2.1%
2.1%
17
17
Settlement Statements
Settlement Statements
2%
2%

4,256 Escrow Secretary Jobs

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