File Management

• Open, organize, and maintain residential settlement files in Qualia from receipt of the purchase agreement through closing and post-closing.

• Review agreements of sale, amendments, addenda, and supporting transaction documentation for completeness and relevant requirements.

• Establish, monitor, and track critical dates, contingencies, and closing milestones.

• Maintain accurate and complete file documentation, correspondence, notes, and communication records.

• Proactively monitor assigned files and identify outstanding items that could affect the scheduled settlement.

​

Title Processing

• Order title searches and updates through TitleWave.

• Review title reports and supporting documentation to identify liens, judgments, easements, restrictions, title defects, and other matters affecting title.

• Coordinate the resolution of title requirements and curative matters, including obtaining releases, satisfactions, affidavits, and other required documentation.

• Prepare title commitments in accordance with Fidelity National Title underwriting guidelines and company procedures.

• Escalate complex title or underwriting matters to the Director of Real Estate Operations or underwriter when appropriate.​

​

Settlement Coordination

• Order municipal lien searches, tax certifications, UCC searches, HOA/condominium documentation, and other required searches and certifications.

• Obtain mortgage, judgment, and lien payoff statements and verify relevant payoff information.

• Coordinate with lenders regarding closing requirements, documentation, funding conditions, and transaction deadlines.

• Coordinate and schedule settlements with buyers, sellers, lenders, real estate agents, attorneys, and other involved parties.

• Provide timely transaction status updates and proactively communicate outstanding requirements to appropriate parties.

• Respond professionally and promptly to questions from clients and transaction partners throughout the settlement process.

​

Closing Preparation

• Assist with the preparation and review of Closing Disclosures, settlement statements, and other closing documentation.

• Review lender instructions and closing packages to identify and satisfy applicable requirements.

• Verify taxes, assessments, recording information, legal descriptions, vesting, and other transaction details for accuracy.

• Confirm that title, lender, underwriting, and other pre-closing requirements have been satisfied or appropriately addressed prior to settlement.

• Perform a final review of assigned files in preparation for closing and promptly escalate unresolved issues that could delay settlement.

​

Post-Closing Support

• Assist with preparation and processing of recording packages and post-closing documentation.

• Track outstanding post-closing requirements and assist with their timely resolution.

• Coordinate the issuance of owner’s and lender’s title insurance policies through Fidelity National Title.

• Maintain compliance with Fidelity National Title underwriting standards and Crane Settlement Services LLC policies and procedures.

• Assist in resolving post-closing title, recording, documentation, and policy matters as necessary.