Post-Closing / Disbursement Officer

Post-Closing / Disbursement Officer

Role Description

Are you a seasoned professional with an unwavering passion for driving business growth and delivering unparalleled customer experience? UpEquity invites you to join our dynamic team as an Post Closing / Disbursement Officer, where you will lead the charge in transforming the home buying process for our clients and internal service teams!

About UpEquity: At UpEquity, we are pioneers in the real estate industry, dedicated to empowering individuals and businesses with innovative solutions that make home buying and selling more achievable for everyone. Our culture is rooted in collaboration, innovation, and a relentless commitment to making a meaningful impact. As a Post Closing / Disbursement Officer, you will be at the center of our mission (simplify the homebuying experience) to reshape the industry.

UpEquity Title is the in-house title and escrow agent for all UpEquity transactions.

Role and Responsibilities: As a Post Closing / Disbursement Officer at UpEquity, you will be a pivotal player to ensure clients and their realtors/lenders get from the initial agreement signed to their new home purchase efficiently and with a high degree of satisfaction. 

As an Post Closing / Disbursement Officer, your responsibilities will include, but are not limited to:

Disburse Funds: Manage all disbursement tasks once a file is handed off from the Escrow Officer. This includes cutting checks and initiating wire transfers to sellers, lenders, realtors, and any other parties, ensuring all funds are sent out accurately and on time.

Record Documents: Prepare and submit the required documents for recording with the appropriate county or recording office immediately after closing. Monitor and confirm that recordings are successful and address any rejections by correcting and resubmitting documents as needed.

Loan Package Shipment: Package and ship signed loan documents and closing packages to lenders or investors following closing. Ensure that all required documents are included and sent per lender guidelines.

Trailing Document Follow-Up: Track and obtain trailing documents such as recorded deeds, recorded mortgages/deeds of trust, and any lien releases. Once received, properly file or forward these original documents (for example, sending the original recorded deed to the buyer and the recorded deed of trust to the lender) and update the file accordingly.

Compliance & Record-Keeping: Maintain organized post-closing records and ensure all actions comply with company policies and Texas state regulations. This includes properly documenting disbursements, recordings, and communications, and protecting sensitive financial information.

Qualifications:

Experience: Minimum 5 years of experience in the title and escrow industry, with substantial experience in post-closing, funding/disbursements, or escrow operations. A strong understanding of the full closing process in Texas is required.

Industry Knowledge: In-depth knowledge of real estate closing procedures, escrow accounting, and post-closing workflows. Familiarity with handling escrow funds, balancing closing statements, and managing recordings is essential.

Attention to Detail: Exceptional attention to detail and accuracy when dealing with financial transactions and legal documents. You must be able to spot and correct errors in documents or calculations to prevent post-closing issues.

Organizational Skills: Excellent organizational and time-management skills. Ability to handle multiple files at various stages of post-closing, and meet deadlines in a fast-paced environment.

Communication: Strong communication and interpersonal skills. Able to collaborate effectively with internal team members and external parties to ensure tasks are completed and issues are resolved.

Tech Proficiency: Proficient with title/escrow software and general google suite software. Experience with Qualia is a major plus. Comfort with technology and the ability to quickly learn new software or systems will help you excel in this role.

Problem-Solving: A proactive problem-solver with a customer-service mindset. Capable of working independently to troubleshoot post-closing challenges (like funding delays or document corrections) while keeping all parties informed.

Education/Certification: High school diploma or equivalent required; additional training or certification in title insurance, escrow, or real estate is a plus. (Having or being eligible for a Texas Escrow Officer license is beneficial, though not mandatory for this post-closing role.)

Being a competitive startup organization, we care a lot about our employees and want to take care of them the best we can. Not only does your hard work pay off monetarily but we offer great benefits, perks and incentives to make sure your efforts are recognized. We offer:

Competitive compensation

PTO & Sick Time + 11 holidays to enjoy work/life balance

Opportunities for growth and continuous development

An exciting and positive work environment - we have snacks and drinks for you daily!

Important Details: 

You must reside in Austin or surrounding areas

You must be willing to work in office (Downtown Austin)

For information on UpEquity, including more information on employee benefits and our company culture, visit our website at www.upequity.com.

UpEquity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.