Settlement Officer Resume Samples
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Settlement Officer Resume Samples
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VR
V Runte
Vincenzo
Runte
301 O'Keefe Square
Philadelphia
PA
+1 (555) 290 4131
301 O'Keefe Square
Philadelphia
PA
Phone
p
+1 (555) 290 4131
Experience
Experience
Boston, MA
Assistant Escrow / Settlement Officer
Boston, MA
Schmeler, Swaniawski and Wiza
Boston, MA
Assistant Escrow / Settlement Officer
- Input orders in escrow processing system, prepare working file
- Communicate closing information and dates to lenders, clients,agents, outside title companies, attorneys, buyers, and sellers to set appointments for Escrow Officer/Closer to perform closing
- Perform other duties as assigned
- Obtain purchase agreements and provide copies as necessary
- Input orders in escrow processing system, prepare working file and track due dates
- Collect all monies due and create receipt for buyers
- Set appointments for Escrow Officer/Closer to perform closing
Detroit, MI
Settlement Officer
Detroit, MI
Jenkins, Williamson and Jakubowski
Detroit, MI
Settlement Officer
- Willing to work overtime and work under pressure
- Provide correspondence and notify all parties of any changes, follow-up and make notes to file
- Working to deadlines ensuring applications are funded correctly and within agreed timeframes
- Change Management (Market/Regulatory/Client driven etc.)
- Performs other duties as assigned
- Accurate data entry – ensuring all loans entered correctly and according to product rules, policies and ready for checking
- Entering and validating the relevant economic and asset information into our asset management systems
present
Philadelphia, PA
Escrow / Settlement Officer
Philadelphia, PA
Stanton-Johns
present
Philadelphia, PA
Escrow / Settlement Officer
present
- Perform all other duties as assigned
- Indirect Reports: No
- Serve as point of contact for all parties to the transaction including homebuyer, mortgage, accounting and other areas within the Title & Settlement process
- Review escrow accounting reports and resolve any outstanding check or open file balance issues
- Review final disbursement summary and ledger upon completion of funding
- Review and approve checks and/or wire transfers. Review final disbursement summary and ledger upon completion of funding
- Act as liaison between all parties within the Title & Settlement process. (homebuyer, builder, lender, realtor, homeowners association, etc.)
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Brigham Young University
Bachelor’s Degree in Accounting
Skills
Skills
- Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
- Strong attention to detail
- Excellent customer service and interpersonal communication skills as well as the ability to multi-task and work well in a fast-paced environment
- Thorough understanding of the service process with the ability to build strong working business relationships
- A self-starter, able to create and execute robust plans
- Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
- Ability in effectively planning and executing assigned tasks
- Ability to multitask in a fast-paced environment
- Strong written and verbal communications skills
- Good oral and written communications skills
15 Settlement Officer resume templates
Read our complete resume writing guides
1
Fixed Income Derivatives Settlement Officer Resume Examples & Samples
- Process payments and accounting entries for Single & Cross Currency interest rate swaps, caps, floors, swaptions, FRAs, bond options and cash tickets in an accurate and timely manner. Resolve any problems that may arise from daily operations. Liaise with clients/ Front Office to ensure that settlements are properly executed
- Compile and deliver client valuations in a timely manner for a range of products including FX Forwards, Interest Rate Swaps, X-ccy Swaps, CDS Structured Products (Rates, Credit & GELP)
- Assist in the development & build of a standardised global process for the delivery of client valuation statements across all asset classes
- Participate in the maintenance and development of the Client Valuations Dodd Frank regulatory solution
- Develop & maintain relationships with RBC Capital Markets focus clients
- Develop & maintain relationships with key internal clients such as Sales, Trading & the IT data providers
- Proactively identify and deliver improvements to the client valuation process and to standardise and improve the control framework used for the valuation process
- Ensure that the Client Valuations Standing Order is correctly applied throughout the Client Valuations process
- Incumbent is responsible for confirming all upfront and end exchanges for Cross Currency trades which are CAD vs USD or CAD vs foreign currency. (shared responsibility with CAD officer)
- Confirm and route payments and receipts using IRIS settlement system to verification officers’ basket
- Prepare payments using different payment devices: IRIS; SWIFT, Debit/Credit advice, etc
- Perform independent confirmations with counterparties on any buyouts/upfront/end exchange settlements resulted from existing and new deals booking, such as Cross Currency Swaps (if applicable), options premiums, principal exchanges, and swap upfront fees promptly and accurately prior to making payments & accounting entries
- Resolve any problems that may arise from daily operations. Liaise with clients to ensure that settlements are properly executed
- Maintain and update list of netting clients for future settlements
- Daily review of pay/receipt report for 5 days in advance (prior to settlement date), check Infinity Reports and compare to IRIS to accurately route payment and receipt wires to Settlement Verification Officer for review. Ensure that nothing remains in IRIS system except trades with a special exception: waiting for rate reset, structured deals, and trades with outstanding confirmations
- Maintain updated settlement instructions in Infinity Customer database. Upon receipt of advice from counterparty, update CIF and ensure that correct settlement instructions are used in making payments. If instructions exist, advise Trade Verification Officer to re-assign correct SSIs
- Daily review and processing of settlements in books VATCORP and CRT_CREDIT (for CDS trades) in London rates infinity using IRIS standalone
- Process third party payment authorization requirements (per standing orders) before the release of payments
- Do manual index into workflow for all manual payments with the exception of custom deals and premiums on Bond Options
- Timely processing of payments for special handling clients (such as John Hancock, Telus, and Her Majesty). Ensure payments are sent through IRIS the night before value date; send email to Cash Management and copy Dini Peever advising prompt release is required before 9AM on value date. Also ensure proper formatting on wire, i.e. /PRIORITY/. (Please refer to Desk Manual for specifics on Special Handling clients)
- Investigate and resolve all settlement problems and phone confirmation discrepancies (with counterparties or with the Investigation Department) same day if possible. Advise Assistant Manager of settlement problems which are not resolved same day
- Involved as a departmental troubleshooter to ensure smooth operational functioning, and to foresee potential deficiencies
- Assist management in attaining the department’s goals by completing assigned duties, identifying and actively pursuing methods to increase efficiencies in the settlement area
- Maintain good understanding of the various mainframe systems such as IRIS, RIMMS, Nostro, SWIFT/FPAY & Infinity and how they interact with the operation of the desk in order to perform the job functions more efficiently and effectively
- Ensure compliance with mandated Unit Financial Controls/SOX Controls and RBC “Standing Orders” Policy requirements
- Update the EUC Change Log for any changes made to the identified EUC spreadsheets (if applicable) in accordance to the EUC Policy guidelines
- Look into and work to clear any payment related investigation brought to your attention by the NOSTRO operations group. Minimize interest claims by providing quick response to payment investigations
- Provide proper training to Relief Officer and maintain up to date and accurate procedures for the desk as guidelines for back-up. Provide relief/assistance on other positions within the department as required. Cross-train on various desks within FIDO Trade Processing group for future ease of sharing or redistribution of Desk functions
2
O&t-icg-securities Settlement Officer Resume Examples & Samples
- Post Secondary education with minimum 1 years’ working experience, preferably in banking or brokage firm
- Strong PC skills
- Willing to work overtime, able to work under pressure and against tight timelines
3
FX / MM Settlement Officer Resume Examples & Samples
- You will handle interbank FX/MM deals settlement and confirmation processing and relevant local reporting in daily operations
- You will be in charge of Operations for MM and FX products as the nostro position keeper and produce the nostro position
- Another key responsibility is to reconcile daily foreign currency cash settlement against MT950 and RMB accounting entries against PBOC balance if discrepancy occurred
- Moreover, you will liaise with FO or other internal/external business related counterparty for FX/MM deals settlement and regulatory reporting
4
Derivative Settlement Officer Resume Examples & Samples
- The Key responsibility is to handle Derivative products confirmation and settlement for inter-bank and corporate clients
- You will handle the reconciliation between ePK and MT950 and handle the regulation reporting concerning derivative deals to SAFE/CBRC/PBOC
- Meanwhile, you also need to participate Global Market Back Office related project hosted by CFETS/SCH or other internal business lines if any
- Finally, this role will liaise with Front Office or other internal/external counterparties for derivative settlement/regulatory reporting related issues
- To facilitate the smooth operation of the Operations Dept
5
SFS Settlement Officer Resume Examples & Samples
- Bachelor’s degree in Accounting, Finance, Management or related fields
- Banking/Financial experience is an advantage
- Service-minded attitude
- Have a good team work spirit
- Be able to work under pressure and independently with minimum supervision
6
Securities Settlement Officer / Processor Resume Examples & Samples
- Degree holder with minimum 1 years’ working experience, preferably in banking or brokage firm
- Fluent written and spoken English & Cantonese, Mandarin is an advantage
- Knowledge in Securities Trade Settlement
7
Settlement Officer Resume Examples & Samples
- The review of finance documentation (including ancillary documents for accuracy, legality and compliance) to approval conditions
- Entering and validating the relevant economic and asset information into our asset management systems
- Entering payments instructions into our internal systems for authorisation
- The preparation of finance documents
- Working to deadlines ensuring applications are funded correctly and within agreed timeframes
- Communicating with introducers to ensure all conditions are met to enable settlement to occur
- Strong verbal and written communication skills and an excellent phone manner
- Tertiary qualification (desirable)
- Strong attention to detail , numerical skills and intermediate Excel skills
- Be a team player with the ability to work unsupervised and independently
- Be self motivated and performance focused
8
Settlement Officer Resume Examples & Samples
- Responsible for the processing and problem solving of all settlement related activities for Global markets
- Ad hoc project for new product or new system enhancement
- University graduate with minimum 1 years' relevant working experience, preferably in banking or brokage firm
- Be able to supervise and act as a team player with strong interpersonal skills
- Proficiency in written and spoken English, Cantonese and Putonghua also a plus
9
ICG O&t-securities Settlement Officer Resume Examples & Samples
- Responsible for the processing and problem solving of all securities clearing and settlement and registration activities for the Hong Kong market
- Require to work closely with marketing and services staffs to provide quality support to our clients
- Require to work closely with internal partners and external parties to define the process flow
- Participate in ad hoc project for new product or system enhancement
- Degree holder with minimum 5 years relevant working experience, at least 1-2 years supervisory experience
- Fluent written and spoken English and Cantonese, Mandarin is an advantage
- Willing to work overtime and shift rotation (but not require overnight shift)
- Able to work under pressure and tight processing timeline
- Candidate with less working experience or inexperience will also be considered as junior position
10
Accounts Payable T&E Settlement Officer Resume Examples & Samples
- Processing and settlement of third party invoices and staff claims for Singapore, Hong Kong, Australia, Japan and APAC satellite locations
- Perform all control tasks and ensure daily end of day checklist is complete
- Daily reconciliation to ensure all books and records are accurate, discrepancies are understood and accounted for
- Perform control testing / quality assurance to ensure processes are completed in accordance to agreed procedures and ensuring proper evidencing
- Providing support in answering user queries from internal stakeholders as well as external vendors
- Process excellence - Review existing processes, recommend and implement more effective / efficient ways to perform the tasks
- Ensure Standard Operating Procedures are up to date
- Assist the team lead in managing offshore team's daily output / SLA
- Provide support and training to business for Financial Operations tools and applications (Invoice processing system for Accounts Payable and T&E for expense claims)
- Support change initiatives, projects and / or system enhancements
11
Equities & Derivatives Settlement Officer Resume Examples & Samples
- Settlements of cash equity or derivatives settlement experience is preferred
- Reconciliation with overseas office and counterparties
- Maintenance of corporate actions handling and maintenance
- Participate in project and system enhancement
- 2 years or more working in operations or middle office
- Fluent in Japanese and English
- Fixed Income knowledge is preferred
- Ability to communicate and escalate issues
12
Estate Settlement Officer Resume Examples & Samples
- Partner with Sr Estate Settlement Officer and Trust Counsel in all phases of administration of estates and (when appropriate) revocable and testamentary trusts including account set up, collection and valuation of assets, payment of estate expenses, determination of cash requirements, coordination and timing of distributions and payment of specific bequests, review of accountings and final settlement of accounts; coordinate the preparation, review and filing of estate, gift and income tax returns; ensure compliance with all internal and external regulations and standards; respond to audit, compliance and examination requests
- Assist in training and development of junior estate settlement professionals, legal interns and administrative staff
- Participate in meetings with clients/advisors/prospects
- Develop, research and author educational and/or client publications
- Bachelor’s Degree required
- Paralegal certification and/or J.D. from accredited law school preferred
- 3+ years experience in the legal and/or financial industry – ideally in an estate administration, trust administration, corporate legal department or law firm
- Certified Trust and Financial Advisor (CFTA) or other similar certifications desired
- Strong knowledge of estate administration, taxation and probate requirements
- Solid understanding of trust and fiduciary principles
- Strong interpersonal, collaborative and teamwork skills
- Strong analytical skills with the ability to think strategically as it relates to client needs
- Ability to maintain confidentiality and handle sensitive client account information
- Excellent verbal and written communication skills, including writing, editing and proof-reading.Proficiency with Microsoft Office Applications - Word, Excel, Outlook, PowerPoint, SharePoint and other database applications
- Excellent verbal and written communication skills
- Ability to influence and negotiate within own department and across the organization
- Work is performed without direction; participates in determining objectives of assignment; plans, schedules and arranges own activities in accomplishing objectives; work is reviewed for adequacy in meeting objectives
- Develops solutions to a variety of problems; ensures solutions are consistent with organization objectives
- May act as lead to junior staff members
- Position may require travel to various client and other locations
13
Estate Settlement Officer Resume Examples & Samples
- Manage all phases of administration of complex estates and (when appropriate) revocable and testamentary trusts including account set up, collection and valuation of assets, payment of estate expenses, determination of cash requirements, coordination and timing of distributions and payment of specific bequests, review of accountings and final settlement of accounts; coordinate the preparation, review and filing of estate, gift and income tax returns; ensure compliance with all internal and external regulations and standards; respond to audit, compliance and examination requests. May provide legal guidance on specific estate questions and matters
- Facilitate training and development of junior estate settlement professionals, legal interns and administrative staff
- 5+ years experience in the legal and/or financial industry – ideally in an estate administration, trust administration, corporate legal department or law firm
- Certified Trust and Financial Advisor (CFTA) or other similar certifications desirable
- Licensed to practice law in NY desirable
14
Equity Settlement Officer Resume Examples & Samples
- Handle Hong Kong equity settlement as maker's role, report to supervisor when there are issues
- Follow up Hong Kong market unmatched / failed trade settlement under advices of supervisor
- Operate CCASS, SWIFT Alliance, internal back office system and other systems with independence
- Daily securities positions reconciliation and problems/breaks investigation
- Handle internal (i.e. other departments, middle/front office) and external (i.e. clients, counterparties, settlement agents) enquiries on daily basis
- Handle potential IPO/Placement projects under supervision of line manager
- Support payment and FXMM operations (i.e. client payment, nostro account transfer, FXMM trade settlement, cash reconciliation, voucher posting, etc.)
15
Futures Settlement Officer Resume Examples & Samples
- 2 to 3 years' experience preferred
- Good knowledge of futures industry, sound knowledge of listed derivative products and procedures
- Self-motivated, displays initiative and commitment to high standards, gets things delivered
- A good communicator, high standard of organizational and planning skills
- Checks trades, positions, closing prices, margins and commissions to ensure all futures accounts agree with our account balances at our clearing brokers
- Perform clearing and funding requirements
- Maintains working knowledge of RBC processing systems
- Maintains a good working knowledge of market settlement procedures (In particular exchange specific variations) for Listed Futures & Option contracts
- Good knowledge of all relevant future products, i.e. interest rate, fixed Income, equities, commodities, FX etc
- A good knowledge of all payment methods & procedures, in particular updating SWIFT standard settlement instructions (SSIs)
- Process monthly and aged brokerage on accrued execution fees due / debts to corresponding execution brokers
- Good PC skills
16
Estate Settlement Officer Resume Examples & Samples
- JD or BS/BA or equivalent experience required
- Advanced degree and/or certifications preferred
- Minimum of 2-3 years personal trust/estate settlement/investment related experience
- Excellent interpersonal and technical skills
- Demonstrated oral, written, and presentation skills
- Excellent organizational skills
- Ability to work in a fast-paced, multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction
- Computer literate and proficient in Word and Excel
- Knowledge of probate administration (multi-state), fiduciary income tax, and estate taxes preferred
- Knowledge of Bank of America's proprietary trust systems a plus
17
Securities Settlement Officer Resume Examples & Samples
- Perform daily service delivery tasks to ensure timely settlement
- Perform Corporate Action investigation
- Provide professional support to Service Delivery Team to minimize any risk
- Bachelor's Degree in Banking / Accounting / Finance or comparable work experience
- At least 1 to 2 years' experience in securities settlement
- Sound knowledge of finance industries
- Working knowledge of PC applications and Microsoft office (Excel, Word, Access)
- Short notice period of availability
18
Equity & Derivatives Settlement Officer Resume Examples & Samples
- 3-5 years + experience in working in Operations (BO/MO)
- Settlement, Products and Regulations Knowledge (particularly related to the products of domestic equity, Listed future & option and Commodity)
- Solid experience in supporting Japanese sensitive clients
- Accuracy / Swiftness / Attention to detail
- Strong communication skills (both written and spoken Japanese & English)
- Proficient in Microsoft Office
- Preferred -- Knowledge/Analytical skill, especially domestic equity financing activities & JASDEC settlement (tri party, domestic SLB DVP), Listed Future & Option and Commodity
- Preferred --Back office system, ISTAR experience & GMI
- Preferred --Skills on Excel macro (VBA) to study impact and updates for target business structure
19
Sgss Senior Settlement Officer Resume Examples & Samples
- In addition you will actively contribute to projects' optimization and gap analysis. Thereby you will create, update and review relevant procedures and working manuals and will conduct permanent supervision linked to this specific area of activity
- The production of KPI and follow up of quality of processing will be part of this role
- Finally, you will actively contribute to operational risk awareness within the team
- University degree or relevant bank apprenticeship
- At least 5 years of relevant experience in Depotbank / settlement environment
- Excellent understanding of german and international securities settlement business
- Good understanding of Depotbank and /or KVG business and basic regulations
- Good IT knowledge (MS-Office)
- German and English proficiency; French is of advantage
- Experience with Cascade is of advantage
- Good self-organization skills and sense of urgency
- Ability to deliver high quality working results when working towards deadlines
- Motivated to actively challenge processes and find improvements
- Client-oriented working style
- Abilty to work in a team and flexibility to ask for and provide support within the team when needed
20
Escrow Settlement Officer Resume Examples & Samples
- 2- 4 years’ experience with 2+ years’ experience directly handling escrow transactions as an escrow assistant or in a related field
- To perform this job successfully, an individual should have knowledge of Microsoft Office applications
- Ability to read and interpret documents such as guidelines, operating and maintenance instructions, and procedure manuals
- Ability to write routine reports and correspondence
21
Derivatives Settlement Officer Resume Examples & Samples
- To handle Gold and Derivative products (including but not limited Commodity Derivatives/IRS/CCS/CRM/FRA) confirmation and settlement for inter-bank and corporate clients
- To handle Structured Deposit confirmation and settlement
- To handle the reconciliation between Nostro Position Report and MT950
- To liaise with regional Back Office for settlement/booking issues
- To handle the regulation reporting concerning Gold and Derivatives
- To back up other product settlement in daily operation if necessary
- To back up Nostro position reporting for China or Branches
- To participate Derivatives related project hosted by CFETS/SCH or other internal business lines if any
- To liaise with Front Office or other internal/external counterparties for derivative settlement/regulatory reporting related issues
- Contributes to develop innovation, e.g. bring ideas re. new products, new processes etc
- Contributes to streamline operational workflows
22
Settlement Officer Resume Examples & Samples
- Handle client's cash and settlement instruction
- Repair and follow up of incorrect and incomplete instructions to ensure execute on a timely basis
- Review client's instruction format, take a proactive approach to advise client to improve their STP rate
- Perform risk control check when releasing payment
- Reconciliation for all cash account with different cash correspondents
- Act as a point of contact to handle inquiries from client, cash correspondents and depositories
- Answer inquiries from client relating to settlement and money transfer
23
Settlement Officer Resume Examples & Samples
- Knowledge of Legislation and Securities
- Ability to work independently and as part of a larger team
- Strong problem solving skills
- Knowledge of credit process & policy
24
Treasury Settlement Officer Resume Examples & Samples
- This role will implement the branch's general trading and funding strategy in approved products including FX, MM and bonds denominated in local and foreign currencies
- One of the key responsibilities will to take compliance with regulatory and internal liquidity ratios, quotas and risk limits relating to Treasury
- Meanwhile, you will ensure efficient and consistent servicing of customers and built-up cohesive communication network with the back-office and other business units
- Furthermore, this role will handle auditors and regulators queries relating to Treasury issues
25
Settlement Officer Resume Examples & Samples
- Responsible for conducting real estate settlements
- Coordinate and schedule all real estate inspections, i.e. walk-thus, closings, etc
- Responsible for recording and tracking transaction events, progress and documents online for clients viewing and reference
- Ensure all new orders received from Real Estate Agents are processed and set up in Realty Assist program
- Provide correspondence and notify all parties of any changes, follow-up and make notes to file
- Reviews and corrects residential recording packages and processes the recordings prepares all residential policies
- Returns original documents as necessary
- Keeps and transmits policy registers to home office
- Electronic recording
26
Settlement Officer Resume Examples & Samples
- Knowledge of securities operation back office
- Knowledge of excel formula and shortcut
- Good command of English skills (Reading, Writing,Speaking)
- Good & Optimistic attitude
- Eager to learn new things
- Working under pressure with many cutoff time
- Able to work as a team
27
Bonds Settlement Officer Resume Examples & Samples
- Responsible to processing of Bonds, Paper, Repo, Reverse Repo, Structured products and Agency Function
- Responsible to prepare regulatory report, management report, KPI
- Monitoring account balance of APAC sites to ensure all transactions are correctly and accurately posted into OMR and AT2
- Preparing and checking accounting vouchers
- Pay up monthly and quarterly fee and expense
- Conducting various testing and migration
- Ensuring appropriate escalation to management and/or Permanent Control (or Compliance as appropriate) as soon as an issue identified
- With practice, knowledge, theories and concepts of all aspects of capital and money market products (For example, Bonds, Repo, Derivatives and structural products, etc.)
- Knowledge on relevant systems. For example, Bloomberg, Reuters, Kondors, Murex
- Strong PC skills (e.g. MS Word, Excel, etc.)
- Strong analytical, numerical and mathematical skills
- Possess good interpersonal and communication skills
- Fluent in spoken English and Cantonese. Spoken Mandarin is an advantage
- Customer-oriented and independent
- Effective time management and ability to prioritize workload
- Relevant experience on Bonds & Agency Settlement preferred
28
Escrow / Settlement Officer Resume Examples & Samples
- Act as liaison between all parties within the Title & Settlement process. (homebuyer, builder, lender, realtor, homeowners association, etc.)
- Handle all aspects of settlement transactions which include preparing closing disclosures, ALTA statements and conveyance documents
- Have an understanding of the title documents (commitments and policies), loan documents, and contract/purchase agreements
- Obtain signatures for closing transactions, explain all documents, executed as needed, and facilitate questions/answers between parties to the transaction
- Review and approve checks and/or wire transfers. Review final disbursement summary and ledger upon completion of funding
- Review escrow accounting reports and resolve any outstanding check or open file balance issues
- Minimum High School diploma or equivalent. Bachelors Degree Preferred
- Notary Public
- Related Functional Experience: Minimum of 3-5 years of builder related Title & Escrow Insurance experience
- Active Florida State Title license preferred
- Bilingual Spanish preferred
- Familiarity with builder specific transactions
- Effective communication, presentation and organizational skills
- Microsoft Office Software skills, knowledge of Softpro a plus but not required
29
Settlement Officer Resume Examples & Samples
- Checking settlement details and authorising settlements to proceed
- Processing funds required for settlement
- Liaising with Panel Solicitor and other internal teams to facilitate settlements
- Confirming special conditions are met prior to settlement
- Accurate data entry – ensuring all loans entered correctly and according to product rules, policies and ready for checking
- Ensuring all settlement funds are received by solicitors on time and all settlements comply with relevant internal/external guidelines
30
Assistant Escrow / Settlement Officer Resume Examples & Samples
- Prepare closing packages for lender, seller, buyer and accounting
- Prepare and deliver key releases, final HUD statements, and
- Collect all monies due and create receipt for buyers
- Review and sign checks or initiate wire transfers for disbursements
- To appropriate parties
- Obtain purchase agreements and provide copies as necessary
- Input orders in escrow processing system, prepare working file
- And track due dates
- Set appointments for Escrow Officer/Closer to perform closing
- Recording
- Forward files to Post Closing for audit and review
- And escrow industry preferred
- Ability to type at least 45 WPM
31
Settlement Officer Resume Examples & Samples
- Checkingsettlement details and authorising settlements to proceed
- Processingfunds required for settlement
- Liaisingwith Panel Solicitor and other internal teams to facilitate settlements
- Confirmingspecial conditions are met prior to settlement
- Accuratedata entry – ensuring all loans entered correctly and according to productrules, policies and ready for checking
- Ensuringall settlement funds are received by solicitors on time and all settlementscomply with relevant internal/external guidelines
32
Developmental Settlement Officer With Poly Resume Examples & Samples
- Ensures timely processing of technical reports and deliverables
- Generates reports on contract and subcontract activity as required
- Reviews and approves subcontractor invoices
- Serves as a liaison with contractors and subcontractors regarding contracting issues
- Maintains and updates a bid and proposal log in accounting system
- Maintains current knowledge of relevant contractual procedures and practices
- 2-5 years of related experience in contracts administration
33
Cash Securities Settlement Officer Resume Examples & Samples
- Minimum 3-5 year experience in operation / settlement in Global markets
- Effective communication skills and good written and spoken English
- Willing to learn and able to work under high pressure
- Good product knowledge in Global equity market and fixed income will be a plus
34
Settlement Officer Resume Examples & Samples
- Closes and funds loans on residential properties made to individuals with knowledge of entity borrower documentation preferred
- Audits loan files, prepares closing documents, and coordinates loan signing with escrow and borrowers
- Reviews signed closing documents and ensures all conditions have been met in order to disburse the file
- Delivers closed loan packages to Post Closing Department for shipping to document custodian and investors
- Works with the loan origination team, escrow/title officers, and borrowers to ensure a quick, accurate, and pleasant closing experience
- Communicates with borrowers, vendors, and internal business partners at various levels to research and resolve loan transaction concerns
- Establishes and maintains customer relationships with current and prospective customers. Is responsible for promoting the Company’s services throughout its service areas to establish new customer accounts
- Associate’s or Bachelor’s degree preferred
- Title Producer license preferred
- Valid Notary Public required
- Valid driver’s license required
- Six (6) months to one (1) year of experience in residential loan closing and funding operations (local and/or across multiple states), or relevant experience
- Previous experience as a notary/Settlement Officer strongly preferred
- Good understanding of title binders, HUD’s, and endorsements
- Thorough understanding of the service process with the ability to build strong working business relationships
- Good oral and written communications skills
35
Escrow / Settlement Officer Resume Examples & Samples
- Act as liaison between all parties to the transaction (homebuyer, builder, lender, realtor, etc.)
- Serve as point of contact for all parties to the transaction including homebuyer, mortgage, accounting and other areas within the Title & Settlement process
- Handle all aspects of settlement transactions including preparing HUD statement, preparation and coordination of deeds, verifying accuracy of loan documents, insurance documentation and seller statements and contract or sales agreement
- Obtain signatures for closing transactions, explain all documents executed as needed, and facilitate questions/answers between parties to the transaction
- Review and approve checks and/or wire transfers
- Review final disbursement summary and ledger upon completion of funding
- Related Functional Experience: Minimum of 3-5 years experience in title & escrow insurance
- Experience in title insurance and real estate settlement procedures, including HUD statements, loan documents, etc
- Comprehensive understanding of state vesting and holding title requirements
- Knowledge of real state law, abstracting and examination
- Microsoft Office software skills
36
Settlement Officer Resume Examples & Samples
- Must possess at least a high school diploma or equivalent
- Associate's Degree preferred but not required
- Excellent customer service and interpersonal communication skills as well as the ability to multi-task and work well in a fast-paced environment
37
Assistant Escrow / Settlement Officer Resume Examples & Samples
- Work with lenders to fund loans and prepare files for disbursement and recording
- Prepare and deliver key releases, final HUD statements, and disbursement summary balance sheets
- Review and sign checks or initiate wire transfers for disbursements to appropriate parties
- Input orders in escrow processing system, prepare working file and track due dates
- Obtain information for closing including homeowner dues, payoffs, tax certificates, surveys and other documentation
- Communicate closing information and dates to lenders, clients,agents, outside title companies, attorneys, buyers, and sellers to set appointments for Escrow Officer/Closer to perform closing
- Prepare and forward appropriate documents to county for recording
38
Settlement Officer Resume Examples & Samples
- Managing day to day operations of the units, with complete adherence to defined processes & controls
- Ensure client delivery as per SLA & defined timelines, timely action on client requirements and ability to deliver value added solutions
- Change Management (Market/Regulatory/Client driven etc.)
- Compliance with various regulations
- Contribute to process reviews; drive re-engineering, standardization and automation initiatives
- Managing relationship with various internal & external stake-holders
- Manage Audit deliverables
- Prior work experience in Custody / capital market operations is preferred
- Basic background of Indian capital markets, Equity transaction life cycle
- Ability in effectively planning and executing assigned tasks
- Focus on client delivery, value additions
- A self-starter, able to create and execute robust plans
- Strong written and verbal communications skills
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Settlement Officer Resume Examples & Samples
- Registry Services – we provide one-stop listing registry solutions to over 800 public companies including 78% of Hang Seng Index companies, from investor services to corporate action & meeting administration
- Plan Managers – powered by an unrivalled investment in technology, we manage employee share plan schemes for top employers, servicing over 150,000 employees
- Shareholder Identification and Proxy Solicitation Solutions – we help issuers identify, locate and communicate to key shareholders to secure the votes they require
- Governance Services – we give web based board portal solutions to support company secretaries with administration, governance and compliance
- Global Solutions – we offer international issuers and other capital market participants cross-border advisory services and solutions to attract, retain and connect with potential investors
- Responsible for cross - border removals
- Handle securities settlement and reconciliations
- Liaise with market participants, investors and overseas registrars on settlement instructions
- Participate in ad hoc projects
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Settlement Officer Resume Examples & Samples
- Six (6) months to one (1) year of experience in residential loan closing and funding operations (local and/or across multiple states
- Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
- Strong attention to detail
- Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
