· Manage the entire real estate escrow process, including compliance with real estate contracts, lender instructions, title requirements, closing/escrow requirements, company requirements and other written instructions.· Mentor and train team members.· Work closely with internal teams, lenders, real estate agents, surveyors, customers and vendors to accomplish a closed transaction in a timely, efficient and error-free manner.· Prepare Title documents necessary for the transaction.· Effectively address any closing related questions. From internal teams, lenders, real estate agents, surveyors, customers and vendors with accuracy and poise· Collaborate with management to resolve title issues such as legal descriptions, easements, lot splits, vesting, all tax liens, abstracts of judgments, bankruptcies, boundary disputes, encroachments, list pendants, etc.· Prepare documents for recording in different Counties: Assure that documents sent for recording fulfill not only the Recording Regulations, but also the Lenders' requirements.· Maintain individual certifications and training.· Assist branch manager with administrative tasks as requested.

· Conduct comprehensive reviews of payment processes, systems, and documentation to identify compliance risks and gaps.· Develop and implement controls, policies, and procedures to ensure compliance with applicable laws, regulations, and industry standards. · Monitor and analyze payment transactions for anomalies, irregularities, and potential compliance violations.· Stay abreast of changes in payment regulations, standards, and technologies, and assess their impact on our payment processes. · Conduct periodic audits and assessments of payment systems and procedures to evaluate effectiveness and identify areas for improvement.· Respond to inquiries and requests from regulatory agencies, auditors, and internal stakeholders regarding payment compliance matters.· Prepare and maintain documentation, reports, and records related to payment cycle compliance activities.· Participate in cross-functional projects and initiatives to enhance payment operations, streamline processes, and improve overall efficiency. · Strong understanding of payment systems, including ACH, wire transfers, card payments, and emerging payment technologies.· Thorough knowledge of regulatory requirements governing payment processing, such as NACHA rules, PCI DSS, and anti-money laundering (AML) regulations.

· Create engaging training materials, including presentations and interactive training, to support various learning styles and preferences.· Collaborate with cross-functional teams, including product development, marketing, and sales, to ensure training materials and programs align with the product focus and company’s vision.· Serve as a product expert and primary point of contact for inquiries, escalations, and technical support related to product functionality and usage.· Conduct ongoing assessments and evaluations of training effectiveness, soliciting feedback from participants and stakeholders to identify areas for improvement. · Stay informed about industry trends, competitive landscape, and customer needs to continuously enhance product knowledge and training content.· Provide sales support by participating in product demonstrations, customer meetings, and trade shows to showcase product capabilities and address customer questions.· Strong understanding of instructional design principles, adult learning theory, and training methodologies, with experience developing and delivering effective training programs.· Excellent presentation, communication, and interpersonal skills, with the ability to engage and inspire diverse audiences both in-person and virtually.

· Develop and maintain strong, trusting relationships with assigned clients, serving as their primary point of contact for all account-related inquiries, requests, and issues.· Proactively engage with clients to understand their financial goals, needs, and challenges, and provide tailored solutions and recommendations to help them achieve their objectives.· Serve as a subject matter expert on our company's products and services, including investment strategies, wealth management solutions, banking products, and financial planning tools.· Conduct regular check-ins and reviews with clients to provide updates on their accounts, discuss performance metrics, and address any questions or concerns they may have.· Collaborate with cross-functional teams, including sales, marketing, and operations, to ensure seamless execution of client initiatives and deliverables.· prepare and deliver presentations, reports, and proposals to clients, highlighting the value proposition and benefits of our solutions and recommending appropriate actions.· Monitor client satisfaction, feedback, and performance metrics, and take proactive steps to address any issues or areas for improvement.· Strong analytical skills and attention to detail, with the ability to analyze financial data, interpret trends, and provide actionable insights and recommendations to clients.· Excellent communication and interpersonal skills, with the ability to build rapport, listen actively, and communicate complex financial concepts in a clear and concise manner.· Ability to work independently, prioritize tasks, and manage multiple client accounts simultaneously in a fast-paced, dynamic environment.

· Commitment to upholding ethical standards, maintaining client confidentiality, and complying with regulatory requirements. Ensure all client interactions and financial recommendations are documented in compliance with industry regulations and company policies.· Analyze performance reports, check for any significant changes in account balances, and assess the need for portfolio adjustments based on market conditions or client goals.· Conduct scheduled meetings or calls with clients to review account performance, discuss financial goals, and provide updates on investment strategies. · Collaborate with internal financial analysts, portfolio managers, and other internal teams to gather insights, discuss client strategies, and coordinate services that support client needs.· Stay informed about new financial products, investment strategies, and industry best practices. This may involve participating in webinars, workshops, or continuing education courses.· Follow up on pending client requests, paperwork submissions, and any actions required to implement financial planning.· Prepare and update financial reports, performance analyses, and personalized recommendations for upcoming client meetings.