Escrow Assistant; California

Location

🌍 On-Site, 9655 Granite Ridge Drive Suite 200, San Diego, CA

💰 $23hr - $28hr plus OTE bonus

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 Trust Pilot 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!

We’re hiring an Escrow Assistant to support the Branch Manager in managing all phases of the escrow process from opening to close. This is an on‑site position that will work 5 days in office at our San Diego location.

This role will report to the Branch Manager 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 our San Diego branch and is an exciting opportunity for a driven and eager person with room for growth and advancement.

• Assist the Escrow Officer in opening new escrow files and ordering preliminary title reports
• Prepare escrow instructions, amendments, and related documents in accordance with California 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

• 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

• Maintain organized and complete escrow files, both physical and electronic
• Ensure all transactions comply with California escrow law, 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

• 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.

• Experience with a California escrow‑only (independent escrow) company
• Knowledge of RESPA, TRID, and CFPB closing disclosure requirements
• Notary Public commission (State of California) is a plus
• Bilingual (English/Spanish) a plus given San Diego’s diverse client base

• Minimum 3 years of escrow experience in California
• Familiarity with California 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

• Experience with a California escrow‑only (independent escrow) company
• Knowledge of…