🌍 Location: On-Site, 9655 Granite Ridge Drive Suite 200, San Diego, CA

💰Salary: $23hr - $28hr plus OTE bonus

About Clever

Clever is a venture-backed real estate technology company on a mission to revolutionize the way people buy, sell, and manage real estate. We are at the forefront of innovation, combining cutting-edge technology with deep industry expertise to create seamless, efficient, and transparent real estate experiences.

We've built the leading online education platform in real estate and earned a 4.9 TrustPilot rating with over 3,800 reviews - helping consumers save over $210 million in real estate fees. If you're excited to play a key role at a company that transforms how people navigate their real estate journey, we’d love to hear from you!

Role Overview

We’re hiring an Escrow Assistant to support the Branch Manager in managing all phases of the escrow process from opening to close. This is an on-site position that will work 5 days in office at our San Diego location.

This role will report to the Branch Manager and serve as a critical partner across all administrative areas, connecting with clients and becoming a trusted partner for real estate agents, lenders and title companies. This Escrow Assistant is critical in helping Clever continue to build and scale our San Diego branch and is an exciting opportunity for a driven and eager person with room for growth and advancement.

Key Responsibilities

Escrow Processing & Administration

• Assist the Escrow Officer in opening new escrow files and ordering preliminary title reports
• Prepare escrow instructions, amendments, and related documents in accordance with California escrow regulations
• Coordinate with buyers, sellers, real estate agents, lenders, and title companies to collect required documents and information
• Track contingency removal deadlines, loan approval timelines, and closing dates
• Review and reconcile lender loan packages and closing disclosures
• Prepare settlement statements (HUD-1 / ALTA closing disclosures) under the direction of the Escrow Officer
• Disburse funds and record documents upon close of escrow
• Maintain and balance escrow trust accounts in compliance with DFPI requirements
  
  

Client & Transaction Communication

• Serve as a point of contact for all escrow-related inquiries from clients, agents, and lenders
• Provide timely and professional updates to all transaction parties throughout the escrow process
• Coordinate the signing of escrow instructions and closing documents
  
  

Compliance & Record Keeping

• Maintain organized and complete escrow files, both physical and electronic
• Ensure all transactions comply with California escrow law, RESPA, CFPB guidelines, and company policies
• Assist in preparing files for audits and regulatory review
• Adhere to anti-money laundering (AML) and Bank Secrecy Act (BSA) requirements
  
  

What Success Looks Like

• Strong Interpersonal Skills: Ability to interact effectively with clients, colleagues, and industry professionals.
• Organizational Skills: Ability to manage multiple tasks efficiently and maintain order throughout the closing process.
• Analytical Thinking: Ability to think critically and solve problems that arise during the transaction process.
• Professional Conduct: Maintain professionalism in all interactions, leaving a positive impression as the key representative of the company.
  
  

Ideal Candidate

• Experience with a California escrow-only (independent escrow) company
• Knowledge of RESPA, TRID, and CFPB closing disclosure requirements
• Notary Public commission (State of California) is a plus
• Bilingual (English/Spanish) a plus given San Diego's diverse client base
  
  

Qualifications

Required

• Minimum 3 years of escrow experience in California
• Familiarity with California escrow procedures, terminology, and documentation
• Proficiency with escrow software (e.g., Qualia)
• Strong Microsoft Office & Google Suite skills (Word, Excel, Outlook, sheets)
• Excellent written and verbal communication skills
• Exceptional organizational skills and ability to manage multiple files simultaneously
• Ability to maintain strict confidentiality and handle sensitive financial information
  
  

Preferred

• Experience with a California escrow-only (independent escrow) company
• Knowledge of RESPA, TRID, and CFPB closing disclosure requirements
• Notary Public commission (State of California) is a plus
• Bilingual (English/Spanish) a plus given San Diego's diverse client base
  
  

What We Offer

💰 Salary: $23 - $28 hourly + OTE bonus

🏥 Comprehensive Benefits: Medical, dental, vision, and life insurance

🌴 Paid Time Off: 18 days of PTO (increases with tenure) plus 10 paid holidays

📚 Professional Development: Annual budget for learning and career growth

🏝️ Tenure Sabbaticals: Paid sabbaticals to celebrate major milestones

🏡 Clever Product Benefit: Exclusive access to Clever homeownership perks

🖥️ Work-From-Home Stipend: Support for your remote workspace

💼 401(k): Retirement plan administered through Guideline

👶 Parental Leave: 6–12 weeks of paid parental leave

💙 Wellness Benefits: Free counseling sessions and optional weekly meditation

Equal Employment Opportunity Employer Statement

Clever Real Estate provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.