Provide support within a functional area, assisting Disbursement Officers to ensure timely and effective completion of disbursing projects. Prepare Requests for Funds. Data entry of pending payments for checks and wires to be issued. Monitor Trust account for receipt of funds. Post incoming money to project files. Print checks and send wires, when appropriate, using appropriate internal procedures. Send notices to payees when funds are available. Assist with receipt of lien waivers and distribution of checks (via mail and walk in clients). Respond to customer inquiries and follow up on phone calls and e-mails. File management (i.e. scanning construction disbursing documentation and other information into shared hard drives). Invoice for various services. Work with disbursing team to ensure all disbursing procedures are followed and tracked, as applicable. Review of monthly reports including trial balances and outstanding check logs. Follow functional area's processes and procedures in daily activities, troubleshoot as needed and recommend suggestions for continuous improvements to overall operations. Actively contribute to the results of the team and work toward achieving goals and objectives.
Complexity & Impact Uses established procedures to perform assigned tasks. Work is routine and instructions are usually detailed Supervision Given/Level of Instruction given No responsibility for the supervision of others Works under close supervision applying well established techniques, procedures or specific standards Work is reviewed for soundness of judgment and overall accuracy Knowledge and Skills/Technology Used Strong customer service orientation Detail-oriented Good written and verbal communication skills, particularly on the phone Organizational skills Ability to multi-task and meet assigned deadlines Hands-on experience with lien waivers a plus Proficient in Excel, Office, and Outlook May be familiar with commonly-used concepts, practices and procedures within a particular field Establishes effective working relationships at the work group level Valid notary commission a plus (could be asked to perform notary duties)
Typical Education High School diploma or equivalent Typical Range of Experience 2+ years of experience as a Construction Disbursing Assistant or Escrow Assistant or a minimum of 3 years in a related real estate, title, or construction industry position Prior banking experience is a plus Ability to pass Background, Drug Screen and if applicable Medical (i.e. Vision, Hearing, or Physical) if Required by Client. Medical, dental, vision, ancillary coverage and 401k benefits are available.
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