Settlement Officer Resume Samples

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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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1

Settlement Officer

  • 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
Candidate Info
7
years in
workforce
4
years
at this job
BA
Philosophy
MS
Finance
2

Senior Settlement Officer

  • 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
Candidate Info
29
years in
workforce
7
years
at this job
BA
Economics
MA
Marketing
3

Escrow Settlement Officer/f.k.a Title Company Manager

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.
Candidate Info
16
years in
workforce
8
years
at this job
AS
Applied Science
4

Settlement Officer

  • 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
Candidate Info
9
years in
workforce
6
months
at this job
BS
Human Services / Legal Services
MA
Management And Leadership
5

Settlement Officer

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
Candidate Info
41
years in
workforce
17
years
at this job
HS
Business
C
Travel

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