Job Title: Builder Pre-Closer
Job Responsibilities:
The Builder Pre-Closer serves as the primary point of contact during the preparatory phase of real estate closings, ensuring a seamless and organized process. The core responsibilities include:
- Sending contracts to be opened or opening orders.
- Collecting and entering information from info sheets.
- Sending out buyer representation agreements/engagement letters.
- Ordering and/or confirming homeowner association (HOA) details.
- Requesting lien waivers if applicable.
- Ordering binders and processing lender title requests.
- Sending title work to lenders.
- Scheduling closings using CalendarWiz.
- Managing the builder inbox by saving title requests, title binders, and builder documents for attorney review.
- Managing assigned team tasks in the Qualia team queue.
- Identifying and escalating issues as necessary.
Due Diligence:
- Assisting in the due diligence process by ordering and/or reviewing HOAs, mortgage payoffs, surveys, inspections, and other relevant documentation.
- Identifying potential legal issues that may impact the transaction.
Communication with Stakeholders:
- Communicating with clients, real estate agents, lenders, and other stakeholders to gather necessary information and documentation.
- Facilitating smooth communication throughout the pre-closing process.
Closing Coordination:
- Collaborating with the closing team to coordinate pre-closing activities, ensuring all necessary documents are in order.
- Verifying that the closing file is complete and accurate.
Client Interaction:
- Interacting with clients to address questions, provide updates, and gather required information.
- Maintaining positive client relationships throughout the pre-closing phase.
Title Insurance Processing:
- Assisting in the processing/ordering of title insurance binders and policies to protect clients against potential title defects.
- Coordinating with title insurance companies to ensure accurate and timely issuance of title insurance binders.
File Management:
- Maintaining organized and up-to-date files for each real estate transaction.
- Ensuring that all documents and correspondence are properly filed/saved and accessible.
Collaboration with Attorneys:
- Collaborating with real estate attorneys to address legal issues and ensure that all legal requirements are met.
- Seeking guidance from attorneys on complex matters.
Time Management:
- Efficiently managing time to meet deadlines and keep the pre-closing process on schedule.
- Prioritizing tasks based on urgency and importance.
Problem-Solving:
- Identifying and addressing any challenges or issues that arise during the pre-closing phase.
- Working collaboratively to find solutions and ensure a smooth process.
Education and Experience Information:
Education:
- A high school education is required, and additional coursework or training in real estate law is beneficial.
Experience:
- Previous experience as a paralegal, preferably with a focus on real estate transactions, is helpful but not required.
- Familiarity with pre-closing processes is advantageous.
Legal Knowledge:
- A strong understanding of real estate law, particularly in the context of pre-closing activities, is essential.
- Knowledge of relevant laws, regulations, and industry standards is necessary.
Technology Skills:
- Proficiency in using legal software, document management systems, and office productivity tools is required.
- The ability to navigate and utilize various databases and platforms to complete pre-closing duties is important.
Communication Skills:
- Excellent written and verbal communication skills are necessary.
- The ability to communicate effectively with clients, attorneys, and other stakeholders is crucial.
Organizational Skills:
- Strong organizational skills to manage multiple tasks and documents concurrently are essential.
- Attention to detail in reviewing legal documents and title work is required.
Time Management:
- Effective time management skills to meet deadlines and keep the pre-closing process on schedule are important.
- The ability to prioritize tasks based on urgency and importance is necessary.
Problem-Solving:
- Critical thinking and problem-solving abilities to address challenges that may arise during the pre-closing phase are essential.
- The ability to work collaboratively to find solutions is important.
Client Service Orientation:
- A client-focused approach to address client inquiries and provide assistance during the pre-closing process is necessary.
- Maintaining positive client relationships is important.
Team Collaboration:
- A collaborative mindset to work effectively with attorneys, other paralegals, and support staff is required.
- The ability to contribute to a positive and collaborative work environment is important.
Research Skills:
- The ability to gather relevant information for due diligence is necessary.
Core Competencies:
Document Preparation:
- Skill in preparing and reviewing legal documents such as purchase agreements, deeds, and closing statements is required.
- Ensuring accuracy and compliance with legal requirements is essential.
Due Diligence:
- The ability to assist in due diligence processes, including reviewing surveys, inspections, and other relevant documentation, is important.
- Identifying and reporting potential legal issues is necessary.
File Management:
- Organizational skills to maintain well-organized and up-to-date files for each real estate transaction are essential.
- Ensuring the proper filing of documents and correspondence is required.
Adaptability:
- Flexibility to adapt to changing tasks, priorities, and deadlines is necessary.
- The ability to handle a variety of responsibilities in a dynamic work environment is important.
Success Factors:
- All new contracts are opened, and earnest money deposits are deposited.
- Buyer and seller information sheets are collected, and information is entered into SoftPro.
- All closings are calendared according to law firm policy.
- All payoffs and HOAs are ordered prior to closing.
- All title binders are ordered, reviewed, and premiums are collected.
- All title work is sent to lenders by the deadline.
- Any title curative assistance is executed and followed up with promptly.
Benefits Package:
- Safe Harbor 401K
- Safe Harbor 401K matching/instant vesting
- Medical Insurance with HSA or FSA options
- Dental Insurance
- Vision Insurance
- Child/Spouse/Employee Voluntary Life Insurance
- Employer Paid Group Life Insurance (10K)
- Short Term Disability
- Long Term Disability
- Cancer/Accident/Hospital Ancillary Policies
- Unlimited Paid Time Off (PTO)
- 5 Unplanned PTO days
- Bereavement Days
- Employer-paid lunches during busy end of month periods
