Disbursement Associate
Listed on 2026-05-21
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Finance & Banking
Accounting & Finance, Regulatory Compliance Specialist, Financial Services, Financial Consultant
Job Summary
The Associate, Disbursement will be responsible for executing their assigned roles and functions with timeliness, expert accuracy, and precision for all standard workflows on standard files. They are able to identify more complex files for escalation to senior team members, and are still learning how to complete those more complex files. They can assist more junior team members on basic workflow responsibilities.
They will proactively meet customer needs and provide a delightful closing experience. They exhibit the company values and will collaborate with their Operations Manager to create an efficient, enjoyable work environment.
This is a full‑time contract position, with no end date.
Role Description- Receipt of incoming balanced settlement funds, escalating more complicated ones to senior team members
- Disburse all on‑time outgoing settlement funds in accordance with Closing Instructions and fully executed Closing Disclosure
- Review all funds for accuracy prior to disbursement, including dollar amount, payee information, wire information and payment address
- Communicate internally and with lender on follow‑up of returned checks and checks on hold
- Communicate with lender on refund reviews
- Communicate internally to ensure on‑time disbursements
- Has 1+ year(s) of title & escrow disbursement experience with demonstrated success
- Excellent phone, email, face‑to‑face and remote communication skills
- Ability to multi‑task and focus as required and to be proactive
- Ability to thrive in a fast‑paced, metrics‑driven work environment
- Extreme attention to detail and organizational skills; knowledge of title insurance, regulatory guidelines, and legal documents is a plus
- Open minded to process changes, continuous system updates and enhancements
- Proven customer service experience
- Have a driven, positive attitude and ability to work as a team player
- Proficient in using various computer programs and ability to navigate educational company provided resources
- Bonus:
Experience processing files in Res Ware - Bonus:
Possession of individual title and/or escrow licenses
- Work/Life Balance – we encourage taking Paid Time Off (PTO)
- 12 weeks of Paid Family Bonding Leave (Maternity and Paternity)
- Medical, dental, and vision benefits options that begin the month following your first day of employment
- Health Savings Account (HSA)
- 401(k) with company match program
- Short‑Term and Long‑Term Disability
- Supplemental Life and AD&D Insurance
- Critical Illness, Injury and Hospital Insurance
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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