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Senior Escrow Operations Manager (Blueprint)
Отличная вакансия для опытного лидера в FinTech/PropTech с четко прописанными KPI, возможностью удаленной работы и сильной корпоративной культурой.
Сложность вакансии
Высокая сложность обусловлена необходимостью глубокой экспертизы в специфике американского рынка недвижимости (Escrow, Title), а также требованиями к управлению масштабными удаленными командами и сложной аналитике.
Анализ зарплаты
Предлагаемая роль Senior-уровня в США в сфере Escrow Operations обычно предполагает доход выше среднего по рынку недвижимости из-за технологической составляющей компании. Указанный диапазон соответствует рыночным ожиданиям для позиций уровня Senior Manager/Director в крупных американских PropTech компаниях.
Сопроводительное письмо
I am writing to express my strong interest in the Senior Escrow Operations Manager position at PLACE. With over a decade of experience in title and escrow operations and a proven track record of leading multi-state remote teams, I am confident in my ability to drive the operational excellence and strategic growth that Blueprint Title demands. My background in designing capacity models and territory coverage strategies aligns perfectly with your goals for optimizing SLAs and enhancing the agent experience.
Throughout my career, I have focused on translating complex company goals into actionable KPIs and executive-ready dashboards. I am particularly drawn to PLACE’s values of Grit and Results, and I am eager to bring my expertise in Qualia and data-driven workforce management to your team. I look forward to the possibility of discussing how my leadership can contribute to achieving 100% on-time closings and superior CSAT scores for your ecosystem.
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Описание вакансии
Joining the Blueprint Team at PLACE
Blueprint Title is dedicated to providing a world-class closing experience that makes us the no-brainer title partner for all agents within the larger PLACE ecosystem. We’re a fast-growing, technology-driven title company that fully embraces the PLACE values: Grit, Results, Only Leaders, Wealth, Teamwork, and Humility. As part of the PLACE family, you will be joining a unified team committed to empowering top real estate professionals and ensuring an exceptional experience for every client.
Role Summary
We’re hiring a Senior Escrow Operations Manager to lead performance, reporting, capacity and talent management, and territory/coverage strategy for escrow and closing. You will grow and develop a high-performing team of Escrow Officers and Transaction Coordinators, own our operating rhythm and executive dashboards, and partner closely with Title, Lenders, GTM (Go-to-Market), Finance, and Post-Closing to hit growth and service targets. This role is accountable for designing the plan and driving execution.
- Location: Remote (U.S., preferable if located in the Austin, Texas area)
- Reports to: Director of Escrow
- Teams Managed: Escrow Officers (EO) and Transaction Coordinators (TC)
The Opportunity
We are seeking an experienced, high-functioning people leader who will grow and develop a high-performing team while owning reporting/insights, capacity and talent management, and territory/coverage design across markets. This role requires deep expertise across the title, escrow, and closing lifecycle; strong compliance and governance leadership; and the ability to run a cross-functional operating cadence (with GTM, Title, Lending, Finance, Post-Closing, and Tech). You will be accountable for translating company goals into team KPIs, staffing plans, and process improvements that elevate On-Time Closings (OTC), service levels, and client/agent experience.
What You’ll Own
Strategy & Operating Rhythm
- Own monthly and quarterly planning for SLAs, staffing plans, and utilization targets across markets.
- Run the business cadence: weekly and monthly business reviews with cross-functional leaders; translate company goals into team KPIs and execution plans.
- Establish approach for process changes, SOPs, and compliance to ensure scalable execution.
Reporting & Analytics
- Build and maintain executive-ready dashboards for OTC, CD timeliness, funding cycle time, file loss rates, pipeline health, capacity/utilization, and CSAT/NPS.
- Develop and improve staffing and territory models for order volume
- Conduct root-cause analyses and deliver data-driven action plans that improve productivity, quality, and client experience.
- Present performance insights, risks, and recommendations to senior leadership with clear, measurable follow-through.
Capacity & Workforce Management
- Design and maintain capacity models (demand and skill-based routing) across EO/TC teams.
- Balance workloads across regions and skill sets; implement scheduling, high volume coverage, and load leveling to protect SLAs during peak periods.
- Define staffing plans, hiring ramps, and cross-training strategies in partnership with other leadership.
Territory & Coverage Design
- Own market segmentation and coverage models to optimize assignment by state, channel, and complexity; minimize overlap and rebalance as volumes shift.
- Set and iterate routing logic, capacity thresholds, and prioritization policies
- Align territory/coverage design with Sales/GTM priorities and service-level commitments.
Talent Management & Development
- Hire, lead, and develop EO/TC team members and frontline leads; set clear goals, scorecards, and accountability.
- Establish a performance management framework (calibration, development plans, career paths, and succession).
- Lead change management for new processes, tools, and org structures to support growth and quality.
Process Excellence, Compliance & Risk
- Own the governance and quality framework for end-to-end escrow execution from open to funding and package return through standards, SOPs, and quality controls.
- Ensure accuracy of CDs/settlement statements, payoffs, taxes, and HOA;
- Invest in strong partnership and process refinement with our preferred affiliate lender.
- Implement robust QA/QC checklists and file audits; track defects, approve exceptions, and reduce file losses/shortages in partnership with Post-Closing and Finance.
- Ensure adherence to ALTA Best Practices, RESPA, state regulations, underwriter guidelines, and security standards; maintain audit readiness.
Cross-Functional Leadership
- Partner with leadership in Title, Lender, GTM, Finance, Post-Closing, and Tech/BizOps to align goals, dependencies, and outcomes.
- Drive system and workflow improvements (Qualia configuration, templates, automations); lead User Acceptance Testing and feedback loops that improve accuracy, speed, and agent/client experience.
What Success Looks Like
- First 90 days: Baseline dashboards live; territory model implemented; business review cadence established; agreed SLAs and staffing plan in place.
- First 180 days: Improved CSAT/NPS; balanced coverage/routing; measurable reduction in file losses, cycle times, and days to close.
- First 12 months: Sustained SLA/OTC performance, higher team capacity, and a developed staff with clear career paths.
Qualifications
- 10+ years of experience in title/escrow operations with a deep understanding of the full closing lifecycle (purchase and refinance).
- 5+ years of people management experience, ideally leading remote, multi-state teams.
- Proven ownership of capacity/workforce planning, territory/coverage design, and reporting/analytics.
- Demonstrated results improving OTC, cycle times, file quality, and agent/customer experience at scale.
- Strong technical aptitude: title/escrow production platforms (Qualia preferred) and workflow tools; advanced Sheets/Excel; BI/reporting tools (Looker, Tableau, Power BI). SQL is a plus.
- Exceptional communicator with strong stakeholder management and executive-ready presentation skills.
- Compliance-minded with impeccable integrity and fiduciary responsibility.
- Alignment with PLACE values: Grit, Results, Only Leaders, Wealth, Teamwork, and Humility.
Key KPIs You’ll Own
- SLA adherence and cycle time (e.g., OTC, CD timeliness, funding cycle time)
- Capacity utilization and staffing vs. plan; forecast accuracy
- Territory/coverage efficiency and routing effectiveness
- File loss/shortage rate
- CSAT/NPS; team engagement, retention, and ramp time
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Навыки
- Escrow Operations
- Title Insurance
- Qualia
- Workforce Planning
- Data Analytics
- Tableau
- Looker
- Power BI
- SQL
- SOP Development
- Compliance
- Change Management
Возможные вопросы на собеседовании
Проверка опыта в управлении ресурсами и прогнозировании нагрузки.
Опишите ваш подход к созданию модели планирования мощностей (capacity model) для команды Escrow Officers в условиях волатильного рынка.
Оценка навыков кризис-менеджмента и работы с клиентами.
Как вы действовали в ситуации, когда системный сбой или ошибка в процессе ставили под угрозу показатель On-Time Closing (OTC) для крупного клиента?
Проверка технической грамотности и умения работать с данными.
Какие ключевые метрики вы бы включили в дашборд для исполнительного руководства, чтобы наглядно показать эффективность распределения территорий?
Оценка лидерских качеств и управления изменениями.
Расскажите о случае, когда вам пришлось внедрять новые стандарты SOP в распределенной команде. С каким сопротивлением вы столкнулись и как его преодолели?
Проверка знаний в области комплаенса.
Как вы обеспечиваете соблюдение стандартов ALTA и требований штатов при масштабировании операций на новые рынки?
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