Settlement Agent (On-site)

Penn Transfer is looking for a highly motivated Settlement Agent to join our innovative, agile team on our journey to unprecedented levels of success! The Settlement Agent will be responsible for assembling, preparing, and reviewing/verifying documents for a loan closing while ensuring all applicable state, federal, and regulatory requirements are met—this role will play an important part in ensuring our customers’ financing experience goes smoothly, a crucial piece of the process to further our mission of “Building Dreams Together.” **Key Responsibilities:** Homebuyer Settlements - Receive and review lender prepared CD for approval - Make any lender requested changes to title docs. - Enter lender fees from Lender CD into Title Express - Verify non-lender fees on Lender CD are correct (i.e. title fees, taxes HOA fees, recording fees, deposits, seller credits etc., pro-rations) - Prepare Seller CD and send it to seller for approval. - Send ALTA for Realtor Approval - Print Closing packages and organize for settlement - Review lender closing instructions - Finalize disbursement ledger, match wire with lender amount. - Communicate with buyers and realtors with any special requirements. - Conduct settlements Immediate Post Closing (homebuyer and takedowns): - Verify wires are received. - Prepare Deposits and Record incoming wire receipts - Organize packages for scanning - To be done as needed after settlement: - Track mortgage releases and records upon receipt via Simplifile or send to county for Manage any post-closing requests from lenders and customers. - Manage any monies being held for escrow purposes and release as required Misc: - Daily Positive Pay - Water/sewer and payoff requests (as back up) - Recordings and Post-Closing mailings (as back up for post closer) - Make Deposits (as back up for Dawn) - Assist in Policy Preparation (during any down time as back up) - Follow up on outstanding checks/disbursements (as requested). - Stipulation of Liens Preparation (as back up) - Additional duties and responsibilities as assigned/needed. **Required Skills and Experience:** - High school diploma required; college degree preferred - 3-5 years in achieving results in the title insurance, mortgage lending, or real estate field. - Current PA Notary License or must be obtained within 30 days of hiring. - Strong understanding of property titles, liens, mortgages, and related legal documentation - A keen attention to detail and strong research and organizational skills. - Excellent customer service skills and an enthusiasm for ‘Unreasonable Hospitality.’ - Proven project management skills, with the ability to set and meet aggressive deadlines. - Exceptional interpersonal, verbal, and written communication skills, with a talent for building rapport quickly.