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Escrow Assistant at Clever Real Estate

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
Spanish, English

Other Skills

  • β€’
    Microsoft Excel
  • β€’
    Record Keeping
  • β€’
    Microsoft Word
  • β€’
    Microsoft Outlook
  • β€’
    Ethical Standards And Conduct
  • β€’
    Time Management
  • β€’
    Organizational Skills
  • β€’
    Analytical Thinking
  • β€’
    Detail Oriented
  • β€’
    Verbal Communication Skills
  • β€’
    Social Skills
  • β€’
    Problem Solving

Job description

Join Clever as an Escrow Assistant!

🌍 Location: Remote OR Hybrid in Michigan or Arizona

πŸ’°Compensation: $24hr - $28hr + Commission

About Clever
Clever is a venture-backed real estate technology company on a mission to revolutionize the way people buy, sell, and manage real estate. We are at the forefront of innovation, combining cutting-edge technology with deep industry expertise to create seamless, efficient, and transparent real estate experiences.

We've built the leading online education platform in real estate and earned a 4.9 TrustPilot rating with over 3,800 reviews - helping consumers save over $210 million in real estate fees. If you're excited to play a key role at a company that transforms how people navigate their real estate journey, we’d love to hear from you!

Role Overview

We’re hiring an Escrow Assistant to support Branch Managers and Senior Escrow Officers in managing all phases of the escrow process from opening to close across multi-state services. This person will be fully remote, with the opportunity to be hybrid if you’re near one of our local offices (Phoenix/Scottsdale AZ, Troy/West Bloomfield MI).

This role will report to the Branch Manager/Senior Escrow Officer and serve as a critical partner across all administrative areas, connecting with clients and becoming a trusted partner for real estate agents, lenders and title companies. This Escrow Assistant is critical in helping Clever continue to build and scale and is an exciting opportunity for a driven and eager person with room for growth and advancement.

Key Responsibilities

Escrow Processing & Administration

  • Assist Escrow Officers in opening new escrow files and ordering preliminary title reports across multi-state services
  • Prepare escrow instructions, amendments, and related documents in accordance with different state escrow regulations
  • Coordinate with buyers, sellers, real estate agents, lenders, and title companies to collect required documents and information
  • Track contingency removal deadlines, loan approval timelines, and closing dates
  • Review and reconcile lender loan packages and closing disclosures
  • Prepare settlement statements (HUD-1 / ALTA closing disclosures) under the direction of the Escrow Officer
  • Disburse funds and record documents upon close of escrow
  • Maintain and balance escrow trust accounts in compliance with DFPI requirements

Client & Transaction Communication

  • Serve as a point of contact for all escrow-related inquiries from clients, agents, and lenders
  • Provide timely and professional updates to all transaction parties throughout the escrow process
  • Coordinate the signing of escrow instructions and closing documents

Compliance & Record Keeping

  • Maintain organized and complete escrow files, both physical and electronic
  • Ensure all transactions comply with state escrow laws, RESPA, CFPB guidelines, and company policies
  • Assist in preparing files for audits and regulatory review
  • Adhere to anti-money laundering (AML) and Bank Secrecy Act (BSA) requirements

What Success Looks Like:

  • Strong Interpersonal Skills: Ability to interact effectively with clients, colleagues, and industry professionals.
  • Organizational Skills: Ability to manage multiple tasks efficiently and maintain order throughout the closing process.
  • Analytical Thinking: Ability to think critically and solve problems that arise during the transaction process.
  • Professional Conduct: Maintain professionalism in all interactions, leaving a positive impression as the key representative of the company.

Ideal Candidate

  • Experience with multi-state escrow (independent escrow) companies
  • Knowledge of RESPA, TRID, and CFPB closing disclosure requirements
  • Notary Public commission (State of California/Arizona) is a plus
  • Bilingual (English/Spanish) a plus given San Diego's diverse client base

Qualifications

Required

  • Minimum 3 years of escrow experience in Michigan or Arizona (multi- state experience is preferred)
  • Familiarity with escrow procedures, terminology, and documentation
  • Proficiency with escrow software (e.g., Qualia)
  • Strong Microsoft Office & Google Suite skills (Word, Excel, Outlook, sheets)
  • Excellent written and verbal communication skills
  • Exceptional organizational skills and ability to manage multiple files simultaneously
  • Ability to maintain strict confidentiality and handle sensitive financial information

What We Offer

πŸ’° Salary: $24 - $28 hourly + commission

πŸ₯ Comprehensive Benefits: Medical, dental, vision, and life insurance

🌴 Paid Time Off: 18 days of PTO (increases with tenure) plus 10 paid holidays

πŸ“š Professional Development: Annual budget for learning and career growth

🏝️ Tenure Sabbaticals: Paid sabbaticals to celebrate major milestones

🏑 Clever Product Benefit: Exclusive access to Clever homeownership perks

πŸ–₯️ Work-From-Home Stipend: Support for your remote workspace

πŸ’Ό 401(k): Retirement plan administered through Guideline

πŸ‘Ά Parental Leave: 6–12 weeks of paid parental leave

πŸ’™ Wellness Benefits: Free counseling sessions and optional weekly meditation

Equal Employment Opportunity Employer Statement:

Clever Real Estate provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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