Escrow Coordinator

Description

Introduction:

Seabreeze Management Company is a full-service property management firm with a diverse management portfolio of over 90,000 residential and commercial properties. Based in Aliso Viejo, California, Seabreeze has offered an unrivaled client experience to commercial common-interest developments and homeowners’ associations for over 30 years. With offices throughout California and Nevada, Seabreeze has expanded its mission to be a trusted advisor and collaborative partner with developments to build thriving associations through superior service and integrity.

At Seabreeze, people are at the heart of what we do. Our philosophy, “Passion when combined with commitment, makes anyone unstoppable” is carried out by enthusiastic and customer-centric teams who serve the communities where we work and live.

Summary

Coordinate all functions of the Escrow process and other general accounting activities. Effectively interact with colleagues, management, clients and vendors. Work with various department representatives throughout the company to ensure that all requests are completed to meet the needs of our clients.

Essential Duties And Responsibilities

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Respond to emails and calls from agents, appraisers, escrow companies, lenders, homeowners, and team members within one business day.
• Complete lender questionnaires
• Assist homeowners with any questions they may have pertaining to their open escrow
• Note the account when a property is in escrow or when it cancels
• Ensure accurate information all on accounts for escrow disclosure
• Ensure information is provided with disclosures for associations that are in litigation, have special assessments, specialized fees to be collected, etc.
• Gather, review and upload all necessary documents to database to meet Association disclosure requirements.
• Process all closed escrows, including, but not limited to: processing settled account refunds, processing account adjustments, responding to refund inquiries, initiating communication with lenders and/or homeowner escrow companies for outstanding balances owed, and mailing new homeowner welcome letters.
• Maintain and purge escrow files at the end of the calendar year.
  
  

Knowledge, Skills And Experience

• Excellent customer service and relationship building background/skills
• Demonstrate effective communication skills consisting of verbal, written and listening skills
• Collaborative decision-making and problem-solving skills
• Demonstrate strong organizational skills and time management abilities while working in a fast-paced, multitasking environment
• Set and communicate deadlines and follow through on tasks for clients and colleagues
• Work independently and in a team environment
  
  

Accounting Skills

Property Management background a plus

AR/AP experience

Detail oriented, analytical and proactive

Minimum Education

High School Diploma or equivalent required.

Language Skills

The individual must have strong written communication skills, and the ability to communicate effectively with employees and clients at all levels of the organization, both verbally and in writing.

Availability and physical environment

Regular business hours and overtime as required. The physical requirements include typing, using a computer, sitting and standing, attend meetings with clients and occasional lifting of no more than 10 pounds.

Seabreeze is proud to be an Equal Opportunity Employer that celebrates the diversity of our team. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other legally protected status. For individuals with disabilities who would like to request an accommodation such as an ASL interpreter, please contact Vy Nguyen at (949) 334-8166.