Top 12 Escrow Assistant Skills to Put on Your Resume

In the competitive world of real estate, an escrow assistant keeps the gears turning so transactions don’t grind to a halt. Showcasing the right skills on your resume signals you can wrangle the details, spot issues early, and drive a clean, timely closing.

Escrow Assistant Skills

1. QuickBooks
2. Excel
3. SoftPro
4. RamQuest
5. Escrow Processing
6. Title Clearance
7. Document Preparation
8. Closing Coordination
9. Customer Service
10. Compliance Knowledge
11. Wire Transfers
12. Notary Public

1. QuickBooks

QuickBooks is accounting software widely used by small and midsize businesses. For escrow work, it helps track deposits and disbursements, reconcile trust accounts, and generate reports that keep everyone aligned.

Why It's Important

Accurate books protect trust, satisfy audits, and keep closings on schedule. QuickBooks streamlines reconciliation and reporting so escrow funds are handled precisely and transparently.

How to Improve QuickBooks Skills

Level up by tightening process and controls.

1. Automate entry: Turn on bank feeds to import and categorize transactions, trimming keystrokes and reducing errors.

2. Customize reports: Build memorized reports for escrow balances, deposits by file, pending disbursements, and exception lists.

3. Leverage add-ons: Use approved apps for document management, approvals, or analytics that fit your workflow.

4. Reconcile relentlessly: Reconcile escrow accounts daily or weekly, not just monthly. Lock prior periods after sign-off.

5. Tighten security: Enforce role-based access, two-factor authentication, and an approvals workflow for any changes touching escrow funds.

How to Display QuickBooks Skills on Your Resume

2. Excel

Excel is the workhorse for organizing transaction data, tracking due dates, building fee worksheets, and sanity-checking numbers before funds move.

Why It's Important

It speeds analysis, catches discrepancies, and keeps fee calculations neat—critical when timelines are tight and errors are costly.

How to Improve Excel Skills

Think faster, cleaner spreadsheets that don’t break.

1. Master core functions: Favor XLOOKUP over VLOOKUP, combine INDEX/MATCH, and use SUMIF, COUNTIF, TEXTSPLIT, and FILTER to slice data quickly.

2. Pivot like a pro: PivotTables for instant rollups—escrow balances by file, vendor totals, month-end summaries.

3. Make patterns pop: Conditional formatting to flag deadlines, missing payoff statements, or out-of-range fees.

4. Validate inputs: Data validation and protected ranges prevent broken formulas and off-spec entries.

5. Automate: Record macros for repetitive cleanup; use Power Query to import, transform, and refresh datasets without manual edits.

6. Use Tables: Convert ranges to Tables for structured references and auto-expanding formulas that don’t misalign.

How to Display Excel Skills on Your Resume

3. SoftPro

SoftPro is title and closing software that centralizes orders, documents, disbursements, and compliance tasks.

Why It's Important

It reduces manual entry, standardizes documents, and tightens audit trails—exactly what busy files and strict regulations demand.

How to Improve SoftPro Skills

Small tweaks, big gains.

1. Stay current: Run the latest release for features, fixes, and security improvements.

2. Train with intent: Complete role-based training and sandbox workflows until they’re smooth.

3. Customize: Tailor dashboards, templates, and checklists to your market and file types.

4. Integrate: Connect email, e-recording, and e-signing to cut swivel-chair work.

5. Automate: Use action triggers and data-driven document creation to eliminate repetitive steps.

6. Back up and audit: Enforce backups, user permissions, and logging. Review exception reports regularly.

How to Display SoftPro Skills on Your Resume

4. RamQuest

RamQuest is a title and settlement platform that helps manage files, communications, and escrow accounting from open to close.

Why It's Important

It streamlines workflows, reduces duplicate entry, and helps teams collaborate without losing the thread.

How to Improve RamQuest Skills

Focus on consistency and communication.

1. Formal training: Use official training paths and refreshers; practice in test environments before rolling changes live.

2. Lean on support: Document recurring issues and escalate patterns; apply recommended configuration fixes.

3. Optimize workflows: Standardize milestones, tasks, and templates that mirror your office’s real process.

4. Collaborate inside the platform: Use built-in messaging and notes so the file tells the full story.

5. Update promptly: Keep versions current to gain features and security patches.

How to Display RamQuest Skills on Your Resume

5. Escrow Processing

Escrow processing coordinates funds and documents through a neutral third party so every contract condition is met before closing happens. Assistants prep documents, verify instructions, track conditions, and move money only when it’s safe to do so.

Why It's Important

It’s the guardrail against fraud, errors, and missed conditions. A tight process keeps transactions fair, compliant, and predictable.

How to Improve Escrow Processing Skills

Smoother flow, fewer surprises.

1. Sharpen communication: Set expectations early, send brief status updates, and confirm changes in writing.

2. Standardize: Use checklists, SOPs, and templates for payoff requests, HOA demands, lender docs—everything repeatable.

3. Adopt fit-for-purpose tools: Closing software and shared task boards (e.g., Trello or Asana) help track deadlines and deliverables.

4. Educate continuously: Refresh knowledge on escrow rules, fee disclosures, and market-specific practices.

5. Close the feedback loop: After closing, debrief what slipped and fix the root cause in your process.

How to Display Escrow Processing Skills on Your Resume

6. Title Clearance

Title clearance means confirming the title is insurable and free of issues—no surprise liens, errors in legal description, or ownership disputes waiting to spark trouble.

Why It's Important

A clean title lets ownership transfer without baggage. It protects the buyer, the lender, and the deal itself.

How to Improve Title Clearance Skills

Spot issues early; chase them relentlessly.

1. Scrutinize prelims: Verify vesting, legal descriptions, easements, liens, and exceptions; escalate anomalies immediately.

2. Communicate clearly: Keep agents, lenders, and title officers aligned on what’s needed and when.

3. Perfect the paper: Names, amounts, parcel identifiers—tiny typos create big setbacks.

4. Resolve liens: Order accurate payoffs, confirm per-diem, demand releases, and track recordings to completion.

5. Know the rules: Follow industry standards (e.g., ALTA best practices) and state-specific requirements; refresh training regularly.

6. Use tech wisely: Track curative items and deadlines inside your title platform so nothing hides in an inbox.

7. Partner with the title officer: Review exceptions early enough to clear them without delaying docs or funding.

How to Display Title Clearance Skills on Your Resume

7. Document Preparation

Document preparation includes drafting, organizing, and quality-checking all paperwork tied to the closing—lender packages, settlement statements, affidavits, and recording docs—so they’re accurate and ready to sign.

Why It's Important

Clean documents reduce redraws, protect compliance, and keep signings on time. Sloppy paperwork stalls funding and invites risk.

How to Improve Document Preparation Skills

Make accuracy your habit, not a heroic effort.

1. Adopt e-sign and document tools: Platforms like DocuSign or Adobe Sign speed turnaround and maintain audit trails where permitted.

2. Standardize templates: Maintain locked, version-controlled templates for recurring forms.

3. Checklist everything: Use file-specific checklists and second-person reviews for complex packages.

4. Keep learning: Update templates after regulation changes and lender updates; train the team so changes stick.

5. Coordinate in one place: Use shared channels (Slack or Teams) with naming conventions so the right draft reaches the right signer.

How to Display Document Preparation Skills on Your Resume

8. Closing Coordination

Closing coordination choreographs the final steps—documents balanced, funds cleared, schedules aligned—so the deal crosses the finish line without drama.

Why It's Important

It ensures accuracy, compliance, and timeliness. Everyone arrives prepared; everyone leaves satisfied.

How to Improve Closing Coordination Skills

Clarity beats chaos.

1. Communicate with purpose: Confirm key dates in writing, summarize changes, and set response expectations.

2. Lean on software: Use closing platforms for tasking, calendaring, document tracking, and real-time file notes.

3. Live by the checklist: Milestones for CD readiness, payoff receipt, insurance, and wire confirmations—track them visibly.

4. Keep learning: Refresh knowledge on timelines (e.g., TRID), funding requirements, and lender quirks.

5. Invest in relationships: Strong ties with agents, lenders, and vendors speed problem-solving when something unexpected pops.

How to Display Closing Coordination Skills on Your Resume

9. Customer Service

Customer service means guiding buyers, sellers, agents, and lenders through stressful moments with steady updates, clear answers, and calm problem-solving.

Why It's Important

It builds trust. It reduces repeat questions. It turns a complicated process into something clients feel confident about.

How to Improve Customer Service Skills

Be predictable, helpful, and human.

1. Proactive updates: Short, scheduled touchpoints beat long, late explanations.

2. Reliability: Quote realistic timelines and meet them; if something slips, tell people early and offer options.

3. Personalize: Track preferences—call vs. email, morning vs. afternoon—and adjust your cadence.

4. Ask for feedback: Simple post-closing surveys reveal friction points you can smooth next time.

5. Grow skills: Practice active listening and conflict de-escalation; log FAQs and keep crisp, reusable answers.

How to Display Customer Service Skills on Your Resume

10. Compliance Knowledge

Compliance knowledge means understanding the rules that govern escrow and settlement—handling of trust funds, disclosures, privacy, recordkeeping, and state-specific requirements.

Why It's Important

It protects clients and the company from legal risk and regulatory penalties, and it keeps lenders comfortable sending you repeat business.

How to Improve Compliance Knowledge Skills

Make compliance a living habit, not a once-a-year training.

1. Targeted education: Take courses on escrow law, trust accounting, and title standards through recognized industry groups.

2. Certifications: Pursue role-relevant credentials that deepen knowledge of settlement procedures and ethics.

3. Monitor regulators: Track updates affecting closings and disclosures (e.g., CFPB guidance, TRID changes).

4. Privacy and security: Refresh GLBA and data-handling practices; enforce least-privilege access and secure transmission of NPI.

5. Document everything: Maintain SOPs aligned to ALTA Best Practices; audit against them and fix gaps fast.

How to Display Compliance Knowledge Skills on Your Resume

11. Wire Transfers

Wire transfers move funds between banks quickly and securely—central to on-time funding and disbursement at closing.

Why It's Important

Fast settlement, fewer delays, strong audit trails. Wires make closings happen on schedule when handled with care.

How to Improve Wire Transfers Skills

Security first; speed follows.

1. Use bank-supported channels: Initiate and approve wires within your institution’s secure platform and follow dual-control procedures.

2. Verify out-of-band: Always confirm wiring instructions by calling a known, independently sourced number—never one received by email.

3. Harden authentication: Require multi-factor authentication for initiators and approvers; restrict permissions to need-to-know.

4. Train against fraud: Run periodic phishing simulations and wire-fraud drills; publish a simple, mandatory verification checklist.

5. Communicate securely: Share sensitive details through secure portals rather than email; avoid forwarding instructions.

6. Reconcile immediately: Confirm receipt and send disbursement confirmations; log reference numbers and store with the file.

How to Display Wire Transfers Skills on Your Resume

12. Notary Public

A Notary Public verifies identities and witnesses signatures to deter fraud and give documents legal weight. In escrow, notaries help ensure the right people sign the right papers, correctly and on time.

Why It's Important

Proper notarization helps recordings and lender packages clear without rejection, protecting the integrity of the transaction.

How to Improve Notary Public Skills

Precision and professionalism every single time.

1. Stay current on laws: Keep up with state-specific rules, ID standards, and recordkeeping requirements, including any Remote Online Notarization (RON) authorizations.

2. Specialize: Consider signing agent training for real estate packages to move confidently through complex signings.

3. Join professional networks: Memberships and forums surface nuanced scenarios and practical solutions.

4. Follow the code: Maintain impartiality, accurate journals, and clean seals; refuse anything outside your authority.

5. Adopt e-notary tools where legal: Use approved platforms, verify tech and ID requirements ahead of appointments, and document each step.

How to Display Notary Public Skills on Your Resume