Clearance Manager

Summary

Underwriter / Clearance Officer

Reports to: Legal Manager

Department: Legal

POSITION SUMMARY

The Underwriter / Clearance Officer provides expert underwriting guidance to clients and internal teams, drives title clearance, and resolves complex title insurance matters while delivering a high level of customer service.

KEY RESPONSIBILITIES

• Evaluate the company's ability to insure transactions; assess risk and determine insurability.
• Analyze files for clearance and provide a detailed review of the preliminary title report, confirming all required documentation is in place.
• Work with clients and internal teams to obtain the clearance needed for transactions to proceed to closing.
• Review entity, trust, and estate documents and payoff letters for compliance and accuracy for title purposes.
• Assist clients with uninsured matters, including municipal searches, and provide guidance to resolve issues.
• Prepare closing affidavits that meet title insurance standards.
• Obtain high-liability approvals and ensure all policy language and endorsements meet company guidelines.
• Review closing documents for proper language, recitations, and exhibits; submit FinCEN paperwork as required.
• Oversee delivery of closing documents and checks for remote or partial closings, coordinating with all relevant parties.
• Resolve post-closing issues in collaboration with Escrow and Recording.
• Partner with Recording and Escrow on document formatting, recording issues, and wire confirmations.
• Guide internal teams through complex title and non-title issues.
• Mentor colleagues across departments on clearance and title insurance procedures.
• Build and maintain strong client relationships and resolve title-related concerns.
• Stay current on changes to laws, regulations, and best practices in the title insurance industry.

QUALIFICATIONS

• 2–4 years of title insurance or related legal experience.
• College degree preferred.
• Proficiency in Microsoft Outlook, Word, and title insurance software; quick to learn new systems.
• Proven ability to deliver excellent customer service and resolve complex title issues.
• Ability to multitask, prioritize, and delegate as needed.

CORE COMPETENCIES

• Attention to Detail: High level of accuracy in document review and underwriting.
• Problem-Solving: Strong analytical skills and creative solutions for complex title issues.
• Collaboration: Works well with cross-functional teams to keep operations moving.
• Adaptability: Flexible and responsive to shifting priorities and new technology.
• Customer Focus: Committed to serving both internal and external clients.
• Integrity: Professional, confidential, and ethical in all dealings.

Job Description

Underwriter / Clearance Officer

Reports to: Legal Manager

Department: Legal

POSITION SUMMARY

The Underwriter / Clearance Officer provides expert underwriting guidance to clients and internal teams, drives title clearance, and resolves complex title insurance matters while delivering a high level of customer service.

KEY RESPONSIBILITIES

• Evaluate the company's ability to insure transactions; assess risk and determine insurability.
• Analyze files for clearance and provide a detailed review of the preliminary title report, confirming all required documentation is in place.
• Work with clients and internal teams to obtain the clearance needed for transactions to proceed to closing.
• Review entity, trust, and estate documents and payoff letters for compliance and accuracy for title purposes.
• Assist clients with uninsured matters, including municipal searches, and provide guidance to resolve issues.
• Prepare closing affidavits that meet title insurance standards.
• Obtain high-liability approvals and ensure all policy language and endorsements meet company guidelines.
• Review closing documents for proper language, recitations, and exhibits; submit FinCEN paperwork as required.
• Oversee delivery of closing documents and checks for remote or partial closings, coordinating with all relevant parties.
• Resolve post-closing issues in collaboration with Escrow and Recording.
• Partner with Recording and Escrow on document formatting, recording issues, and wire confirmations.
• Guide internal teams through complex title and non-title issues.
• Mentor colleagues across departments on clearance and title insurance procedures.
• Build and maintain strong client relationships and resolve title-related concerns.
• Stay current on changes to laws, regulations, and best practices in the title insurance industry.

QUALIFICATIONS

• 2–4 years of title insurance or related legal experience.
• College degree preferred.
• Proficiency in Microsoft Outlook, Word, and title insurance software; quick to learn new systems.
• Proven ability to deliver excellent customer service and resolve complex title issues.
• Ability to multitask, prioritize, and delegate as needed.

CORE COMPETENCIES

• Attention to Detail: High level of accuracy in document review and underwriting.
• Problem-Solving: Strong analytical skills and creative solutions for complex title issues.
• Collaboration: Works well with cross-functional teams to keep operations moving.
• Adaptability: Flexible and responsive to shifting priorities and new technology.
• Customer Focus: Committed to serving both internal and external clients.
• Integrity: Professional, confidential, and ethical in all dealings.