Job Purpose: The Southwest Agency Assistant provides specialized administrative support to the WFG Southwest Regional Agency team and to independent Title Agencies across the states of Texas, Arkansas, Oklahoma, New Mexico and Colorado. This role encompasses responsibilities in the areas of data management, accounting, customer service, sales and marketing support while utilizing a high-level of knowledge of procedures for collecting, tracking and reviewing documents for state reporting purposes.
Essential Job Functions:
Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
Assist with processing agents’ remittance reports.
Compile and record annual Escrow audit requests.
Perform annual reporting to Texas Department of Insurance (TDI).
Send out reminders to agents on license expirations on a monthly basis.
Prepare reports for regional sales staff on a weekly and annual basis.
Support sales staff to update and maintain accurate information on title agents.
Prepare check requests and track expenses.
Track continuing education requirements, create CE certificates, set up class events, webinars, and send out notifications of courses.
Knowledge, Skills and Abilities:
Proficiency with MS Office Suite, especially Excel.
Strong analytical and time management skills.
Strong interpersonal and communication skills to interact with employees, partners and customers both verbally and in writing.
Self-organizing and ability to remain motivated.
Adaptability to learn quickly, multi-task, and retain information specific to the business domain.
High school diploma or equivalent.
At least one year’s experience in the Title industry.
Must successfully pass a criminal history background check.
College degree in business, finance or related field.
Previous experience processing remittances in the Title Industry.
Supervisory Responsibility: This position has no supervisory responsibilities.
About WFG National Title Insurance Company
Since our start, WFG’s guiding principle (and one of our Four Cornerstones) has been everything we do is "because of you," the customer, and that is why WFG was founded. We’re listening to the customer and our employees. We’re asking questions about what our employees need for a more efficient, transparent and safer closing experience. We’re looking out for points of friction that offer opportunities to innovate and serve our clients better. Come join a team where your voice is heard and your opinion matters.