Job Title: Builder Pre-Closer
Job Responsibilities:
1. Core Duties:
- Send contracts to be opened or open orders.
- Collect and enter information from info sheets.
- Send out buyer representation agreements/engagement letters.
- Order and/or confirm HOA documents.
- Request Lien Waivers if applicable.
- Order binders.
- Process lender title requests.
- Send title work to lenders.
- Schedule closings in CalendarWiz.
- Manage builder inbox, including saving title requests, title binders, and builder documents for attorney review.
- Manage assigned team tasks in the Qualia team queue.
- Identify and escalate issues.
2. Due Diligence:
- Assist in the due diligence process by ordering and/or reviewing HOA’s, mortgage payoffs, surveys, inspections, and other relevant documentation.
- Identify potential legal issues that may impact the transaction.
3. Communication with Stakeholders:
- Communicate with clients, real estate agents, lenders, and other stakeholders to gather necessary information and documentation.
- Facilitate smooth communication throughout the pre-closing process.
4. Closing Coordination:
- Collaborate with the closing team to coordinate pre-closing activities, ensuring all necessary documents are in order.
- Verify that the closing file is complete and accurate.
5. Client Interaction:
- Interact with clients to address questions, provide updates, and gather required information.
- Maintain positive client relationships throughout the pre-closing phase.
6. Title Insurance Processing:
- Assist in the processing/ordering of title insurance binders and policies to protect clients against potential title defects.
- Coordinate with title insurance companies to ensure accurate and timely issuance of title insurance binders.
7. File Management:
- Maintain organized and up-to-date files for each real estate transaction.
- Ensure that all documents and correspondence are properly filed/saved and accessible.
8. Collaboration with Attorneys:
- Collaborate with real estate attorneys to address legal issues and ensure that all legal requirements are met.
- Seek guidance from attorneys on complex matters.
9. Time Management:
- Efficiently manage time to meet deadlines and keep the pre-closing process on schedule.
- Prioritize tasks based on urgency and importance.
10. Problem-Solving:
- Identify and address any challenges or issues that arise during the pre-closing phase.
- Work collaboratively to find solutions and ensure a smooth process.
Education and Experience Information:
- Education:
- High school education and/or additional coursework or training in real estate law are 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:
- Strong understanding of real estate law, particularly in the context of pre-closing activities.
- Knowledge of relevant laws, regulations, and industry standards.
- Technology Skills:
- Proficiency in using legal software, document management systems, and office productivity tools.
- Ability to navigate and utilize various databases and platforms to complete pre-closing duties.
- Communication Skills:
- Excellent written and verbal communication skills.
- Ability to communicate effectively with clients, attorneys, and other stakeholders.
- Organizational Skills:
- Strong organizational skills to manage multiple tasks and documents concurrently.
- Attention to detail in reviewing legal documents and title work.
- Time Management:
- Effective time management skills to meet deadlines and keep the pre-closing process on schedule.
- Prioritize tasks based on urgency and importance.
- Problem-Solving:
- Critical thinking and problem-solving abilities to address challenges that may arise during the pre-closing phase.
- Ability to work collaboratively to find solutions.
- Client Service Orientation:
- Client-focused approach to address client inquiries and provide assistance during the pre-closing process.
- Maintain positive client relationships.
- Team Collaboration:
- Collaborative mindset to work effectively with attorneys, other paralegals, and support staff.
- Ability to contribute to a positive and collaborative work environment.
- Research Skills:
- Ability to gather relevant information for due diligence.
Core Competencies:
- Document Preparation:
- Skill in preparing and reviewing legal documents such as purchase agreements, deeds, and closing statements.
- Ensure accuracy and compliance with legal requirements.
- Due Diligence:
- Ability to assist in due diligence processes, including reviewing surveys, inspections, and other relevant documentation.
- Identify and report potential legal issues.
- File Management:
- Organizational skills to maintain well-organized and up-to-date files for each real estate transaction.
- Ensure proper filing of documents and correspondence.
- Adaptability:
- Flexibility to adapt to changing tasks, priorities, and deadlines.
- Ability to handle a variety of responsibilities in a dynamic work environment.
Success Factors:
- All new contracts are opened/EMD is deposited.
- Buyer and seller information sheets are collected and information entered into SoftPro.
- All closings are calendared according to law firm policy.
- All payoffs and HOA's 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 timely.
Benefits Package Including:
- 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 PTO
- 5 Unplanned PTO days
- Bereavement Days
- Employer paid lunches during busy end of month
