Settlement Officer Resume Examples

Settlement Officers work in bank departments where they ensure the confidentiality and integrity of each account transaction. Common work duties seen on a Settlement Officer example resume are performing back office transactions, preparing daily trade reports, monitoring account transactions, managing client accounts, reconciling balances, and offering advice to clients. Those interested in a Settlement Officer job should be able to showcase the following skills in their resumes: knowledge of bank procedures, confidence working with numbers, confidentiality and integrity, teamwork, organization, and decision making. At least a Bachelor’s Degree in finance or economics is required.

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Settlement Officer Resume Samples

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0-5 years of experience

Collected title searches, payoffs and other required items
Prepared HUD-1 and other settlement documents in accordance with federal, state and county laws
Prepared title commitment and homeowners insurance policy and lender insurance policy to prevent and resolved any potential claims
Disbursed funds, maintained escrow accounts and processed daily payment and deposit
Communicated with all parties: borrowers, brokers and lenders throughout transaction to coordinate and complete settlement

6-10 years of experience

Instruct trades received from the [company name] (Toronto & London)
Using the COGNOS Report, tracks trade to avoid missing trades and to ensure that all trades are booked in the ADP system
Prematch trades on SD-1 with counterparties, amend trades for any discrepancies for unmatched trades to ensure that trades settle on settlement dates to fail fees or possible buy-in
Funds depot to ensure sufficient funds for buy trades and to avoid fails due to insufficient fund
Settle trades on settlement date and on timely basis
Process journal entries, clean tags of settled trades
Balance accounting entries to ensure that correct journal entries were processed and to avoid firm breaks

6-10 years of experience

Escrow Settlement Office

Managed and ran day to day operations of a full service real estate title company.
Title abstract in multiple counties in Kentucky and Indiana.
Lien researching and clearing.
HUD-1 set up and preparation.
Notary closings.
Loan funding and warehousing.

0-5 years of experience

Heavy interaction with attorneys, lenders and clients to coordinate closings
Attend and conduct closings
Review title binders and clear for closing
Prepare Closing Disclosures for Purchases/Refinances transactions
Disburse funds and reconcile account
Record all post closing documentation with the County and/or State

10+ years of experience

Open real estate settlement cases by ordering title search and survey

Prepare title binder
Finalize case for settlement
Disburse case
Prepare owner and lender title insurance policies
Notarize documents

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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -

Gabriela Barcenas

CPRW, Content Writer II

Gabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.

^*The names and logos of the companies referred to above are all trademarks of their respective holders. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with JobHero.

Settlement Officer Resume Examples

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6-10 years of experience

6-10 years of experience

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Gabriela Barcenas