Settlement Officer II (SO II) Estate Settlement Services (ESS)

Welcome to Bank of America's Estate Settlement Services (ESS) team! We are currently seeking a highly motivated and experienced Settlement Officer II (SO II) to join our dynamic team. As a SO II, you will play a critical role in managing the settlement process for our clients' estates. This is an exciting opportunity to work with a diverse group of individuals and gain valuable experience in the financial services industry. We are looking for someone who is detail-oriented, organized, and has a strong understanding of estate settlement procedures. If you are a team player with excellent communication skills and a passion for providing exceptional customer service, we encourage you to apply for this position.

1. Manage the settlement process for clients' estates, ensuring all necessary documents and information are collected and processed accurately and efficiently.
2. Communicate with clients, attorneys, and other financial institutions to gather required information and resolve any issues that may arise during the settlement process.
3. Conduct thorough reviews of estate documents and records to ensure compliance with company policies and procedures.
4. Maintain a high level of accuracy and attention to detail in all aspects of the settlement process.
5. Collaborate with team members to ensure timely completion of tasks and provide support as needed.
6. Keep up-to-date on industry regulations, changes in estate settlement procedures, and company policies to ensure compliance.
7. Provide exceptional customer service to clients, responding promptly and professionally to any inquiries or concerns.
8. Prepare reports and maintain accurate records of all settlement activities.
9. Participate in team meetings and contribute ideas for process improvements.
10. Adhere to strict confidentiality guidelines and handle sensitive information with discretion.
11. Assist with training and mentoring of new team members as needed.
12. Other duties as assigned by management.

According to JobzMall, the average salary range for a Settlement Officer II (SO II) Estate Settlement Services (ESS) in Boca Raton, FL, USA is between $60,000 and $80,000 per year. However, this can vary based on factors such as experience, education, and the specific company or organization.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.