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Role Description The Agency Account Manager is a contributory liaison working with Agency Sales Reps to proactively manage client relationships and successes, ensuring the achievement of agent expectations while providing excellent customer service. This position requires excellent communication skills to help build relationships and partner with agents and Agency Sales Representatives to achieve these goals. - Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance. - Support the Agency Sales Representatives regarding activities related to all assigned accounts such as remittance processing, A/R clean up, E&O renewals, etc. - Support the Agency Sales Representatives during their customer on-site visitations and presentations (on site and virtual). - Collaborate with aligned Agency Sales Representatives to identify and implement efficiencies in the remittance, audit and compliance processes. - Support Agency Underwriting Counsel as needed. - Liaise between Agency Support and the Agent regarding AMS needs, including user log in issues, appointments, and cancellations, executions of and amendments to Schedule A. - Resolve outstanding inventory with the Agents once/quarter. - Run and distribute premium report to team once/week. - Process refund and write off requests. - Support Agency Sales Representative with regard to the distribution, processing and approval of new applications. - Assist with Continuing Education compliance. - Maintain and service any existing agents that may be assigned to you. - Additional duties as assigned. Qualifications - Ability to effectively prioritize projects and assignments. - Excellent written and verbal communication skills. - Strong command of Microsoft Excel, Word, and PowerPoint software. - Strong organizational and planning skills for multitasking. - Ability and confidence to develop original written language and correspondence for developing reports and proposals, as well as customer and field communications. - Good people skills. - Good analytical skills. - Self-starter with strong work ethic and dedication to completing projects on time. - Positive attitude, high energy level, strong desire to interact directly with customers, high comfort level making presentations, and ability/willingness to work additional hours as job requirements and projects require. Requirements - High school diploma or equivalent. - Strong oral and written communication skills. - Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. - Ability to multi-task and work in a fast-paced environment; strong organizational skills. Preferred Qualifications - Bachelor’s degree in business, finance or related field. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Requirements/ADA - No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. - Job frequently requires sitting, handling objects with hands. - Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. - Vision requirements: Ability to see information in print and/or electronically. Position Type/Expected Hours of Work Days and hours of full-time position are Monday through Friday, 8:00 a.m. to 5 p.m. Travel Minimal travel may be required.

MyHome, a Williston Financial Group company, provides technology, data security, and marketing services to the real estate and mortgage industries. The technology solutions and programs offered by MyHome streamline the real estate transaction process, increase transparency, and reduce costs for real estate agents, brokerages, title companies, lenders, and the consumers they serve. To learn more, visit MyHome.com. Job Purpose: The Title & Escrow Support Specialist’s role is responsible for troubleshooting and configuring the ResWare application for all internal customers, such as operations, development, and other business units. This role is also responsible for assisting in the design, delivery, and improvement of the in-house software application. Communication skills, problem-solving skills, and knowledge of configuration best practices are critical to successful performance in this role. Problem resolution may involve the use of diagnostic and help request tracking tools, as well as require the individual give in-person, hands-on help at the application level. Essential Job Functions: - Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance. - Working with the ResWare Operations Manager on definition of development requirements and priorities. - Data Migration to include the extraction, verification and transformation of data. - Interfaces with other systems. - System configuration and deployment. - Set up and maintenance of security rights and access permissions. - Contributing to technical strategy, policy and procedure. - Development and operation of technical testing program. - Production of technical documentation to agreed quality standards. - Reporting on progress/issues to management. - Optimization of system work processing for the benefit of the user group. - Field incoming problem tickets from end users to resolve application and software issues within servers, databases, and other mission-critical systems. - Document all pertinent end-user identification information, including name, department, contact information, and nature of problem or issue. - Prioritize, schedule, and administer all instances where enhancements and defect resolution are required. - Perform hands-on fixes at the desktop level, including installing and upgrading software, installing hardware, implementing file backups, and configuring systems and applications. - Record, track, and document the problem-solving process, including all successful and unsuccessful decisions made, and actions taken, through to final resolution. - Communicate application problems and issues to key stakeholders, including management, development teams, end users, and unit leaders. - Test fixes and perform post-resolution follow-ups to ensure problems have been adequately resolved. Knowledge, Skills and Abilities: - Ability to develop and interpret technical documentation for training and end-user procedures. - Knowledge of trends in technology relating to software applications. - Experience with building and maintaining databases for query and problem tracking. - Good understanding of the organization’s goals and objectives. - Customer service oriented with an exceptionally high attention to detail who can excel in a team environment. - Ability to develop and/or assess training materials that will help employees understand the subject matters being taught. - Ability to motivate and train large groups of employees. - Understand the needs of employees, and judge what training methods will work. Basic Qualifications: - High school diploma or the equivalent. - Minimum of 3 years experience in the title and escrow industry. - Ability to absorb new ideas and concepts quickly. - Good analytical and problem-solving abilities. - Ability to effectively prioritize and execute tasks in a high pressure environment. - Ability to conduct research into software development and delivery concepts, as well as technical application issues. - Ability to present ideas in business-friendly and user-friendly language. - Excellent written, oral, interpersonal, and presentation skills. - Experience working in a team-oriented, collaborative environment. - Must successfully pass a criminal history and credit background check. Preferred Qualifications: - Bachelors degree in Information Technology, Business, or Finance. - Previous ResWare experience. - Five or more years in Title or Escrow roles. - Two or more years in a customer service oriented role. Supervisory Responsibility: This position has no supervisory responsibilities. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Requirements/ADA: No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. Vision requirements: Ability to see information in print and/or electronically. Position Type/Expected Hours of Work: Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered. Travel: Some travel is expected for this position.

Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer. WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com. Job Purpose: Agency Sales Representatives are skilled in obtaining leads and closings and are responsible for generating new revenue through the sales of the company’s services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment. Essential Job Functions: - Adheres to company policies, engages in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance. - Retain communication and build relationships with clients by making in-person and virtual calls. - Obtain and maintain knowledge of services offered on company and client sides. - Identify and initiate contact with potential clients and opportunities, qualify potential clients to ensure a match for the Company’s client criteria. - Presents a compelling, differentiating, agent-focused statement to obtain new business. - Presents and instructs prospective agencies on the WFG agency application. - Onboards new agents to WFG’s systems, resources, and forms. - Introduces new agents to WFG underwriting, title production and admin personnel. - Promotes and plans agent events, virtual and in-person. - Maintains CRM daily with customer contacts, calls, meetings and details. - Conducts a minimum quarterly visit to all customers in assigned territory. - Works with Agency Manager and Agency Admin to collect timely receipt of policies premiums remittances due from agents. - Identifies any risks and helps to develop an action plan to minimize exposure/liability and escalates to manager when needed. - Communicates with Sales leadership on a regular basis. - Participates in events such as trade shows and/or sales conferences. - Stays abreast on current trends, industry changes, and maintains knowledge of industry regulations. - Strives to continuously meet or exceed performance goals and departmentally defined objectives. - Ability to travel based upon client or company needs. Knowledge, Skills and Abilities: - Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a minimum of 5 years of business sales experience, including a minimum of two years of successfully selling services. - Ability to understand and apply market intelligence to sales strategies, identify client needs and make recommendations. - Executive presence to influence senior decision-makers. - Knowledge of financial and servicing industry. - Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment. - Strong customer service ethic and outstanding ethical standards. - Meets or exceeds Federal & State compliance requirements. - Possess solid negotiation and closing skills. - Interactive software such as Zoom, BombBomb, etc. Basic Qualifications: - High school diploma or equivalent. - Strong Oral and written communication skills. - Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. - Ability to multi-task and work in a fast paced environment; strong organizational skills. - Must successfully pass a criminal history background check. Preferred Qualifications: - Bachelor’s degree in business, finance or related field. - 3-5 years’ experience in Title Insurance/Settlement Services Sales. - Title Marketing License or able to qualify and obtain the license with the Department of Insurance. Supervisory Responsibility: This position has no supervisory responsibilities. Work Environment: Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers. Physical Requirements/ADA: No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 20 lbs. Vision requirements: Ability to see information in print and/or electronically. Position Type/Expected Hours of Work: Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Travel: Travel is expected for this position.

Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer. WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com. Job Purpose: Sales Representatives are skilled in obtaining leads and closings, and are responsible for generating new revenue through the sales of the company’s services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment. Essential Job Functions: - Adhere to company policies and culture. - Identify and initiate contact with potential clients and opportunities. - Qualify potential clients to ensure a match for the Company’s client criteria. - Proven sales experience; experience negotiating and closing. - Retain communication and build relationships with clients by making inperson and virtual calls. - Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance. - Obtain and maintain knowledge of services offered on company and client sides. - Maintain knowledge of industry regulations. - Maintain CRM daily with customer contacts and details. - Qualify potential clients to ensure a match for the Company’s client criteria. - Identify and pursue key decision makers. - Communicate with Sales leadership on a regular basis. - Participate in events such as trade shows and/or sales conferences. - Stay abreast on current trends and industry changes. - Strive to continuously meet or exceed performance goals and departmentally defined objectives. - Ability to travel based upon client or company needs. Knowledge, Skills and Abilities: - Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques. Some roles require a minimum of 5 years of business sales experience, including a minimum of two years of successfully selling services. - Ability to understand and apply market intelligence to sales strategies, identify client needs and make recommendations. - Executive presence to influence senior decision-makers. - Knowledge of financial and servicing industry. - Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment. - Strong customer service ethic and outstanding ethical standards. - Meets or exceeds Federal & State compliance requirements. - Possess solid negotiation and closing skills. - Interactive software such as Zoom, BombBomb, and Bam! knowledge and skills required. Basic Qualifications: - High school diploma or equivalent. - Strong Oral and written communication skills. - Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. - Ability to multi-task and work in a fast paced environment; strong organizational skills. - Must successfully pass a criminal history background check. Preferred Qualifications: - Bachelor’s degree in business, finance or related field. - 3-5 years experience in Title Insurance/Settlement Services Sales. - Title Marketing License or able to qualify and obtain the license with the Department of Insurance. Supervisory Responsibility: This position has no supervisory responsibilities. Work Environment: Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers. Physical Requirements/ADA: No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. Vision requirements: Ability to see information in print and/or electronically. Position Type/Expected Hours of Work: Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered. Travel: Travel is expected for this position.

Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. Founded in 2010, WFG has become the 6th truly national title underwriter and accomplished that faster than any other underwriter in history by creating and delivering a comprehensive suite of real estate-related services and technology. In all that it does, WFG strives to improve the real estate transaction, while increasing transparency and empowerment to the title agent, lender, realty professional and consumer. WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG has worked to introduce a superior level of client commitment and service to the traditional mortgage and real estate industries, working to meet the changing needs of its clients, agents and associates. For more information, please visit www.WFGNationalTitle.com. Must have New Mexico title experience *Remote may be considered with New Mexico title experience Job Purpose: The Title Examiner plays a key role in the process of insuring property by searching public records and examining titles to determine legal condition of property titles. It is the role of the Title Examiner to produce a preliminary title report, commitment, foreclosure report or non-policy information report showing all appropriate liens, encumbrances and how title is vested. Essential Job Functions: - Search computerized and manual title records on real estate and property records; determine instruments filed in public records affecting land. - Examine title products such as deeds, deeds of trust, liens, easements, mortgages, restrictions, property taxes and all pertinent documents in chain of title to determine ownership, encumbrances, and to verify legal descriptions of property for accuracy, completeness, and how it affects the title. - Map legal descriptions to obtain search parameters. Determine and ensure property has been researched properly and information relating to parties involved and taxes are accurate. - Ensure the title to a property in question has no restrictions that may prevent or hinder its sale or use. - Examine all documents in the chain of title for validity including multiple and complex court cases utilizing advanced knowledge on legal descriptions, real property laws, and our client's policies. - Prepare final product utilizing internal programs. Solid examination knowledge and experience by supporting residential title transactions. - Prepare property reports and title commitments. - Utilize title examiner knowledge to search public and private records and examine documents relating to complex property titles. - Uses title insurance knowledge and junior underwriting guidelines to clear unwarranted liens, encumbrances, requirements or exceptions from appearing on delivered title products including title commitments, property reports, deed reports, and legal and vesting reports. - Conveys title requirements and exceptions to processing and closing departments. - Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance. Knowledge, Skills and Abilities: - Previous experience examining title and writing title reports. - Fundamental knowledge of state real estate laws and title practices concerning probates, bankruptcies, divorces, judgments and other related matters. - Proficient PC skills such as typing and navigating various software applications such as MS Word, Excel, Outlook and Adobe Acrobat. - Experience working with title production software, i.e. RamQuest, ResWare, Data Trace, etc. preferred. - Possess a high level of knowledge of the various state Department of Insurance Title Rates, Rules and Regulations including policies, endorsements, premiums and fees. - The ability to work and communicate well with others. - Ability to run out metes and bounds legal descriptions. Basic Qualifications: - High school diploma or equivalent. - Strong analytical and problem-solving skills and attention to detail. - Exceptional organizational and time-management skills. Preferred Qualifications: - College degree in Business or related field. - National title examination experience. - Five years experience in the Title & Escrow Industry. Supervisory Responsibility: This position has no supervisory responsibilities. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Requirements/ADA: No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. Vision requirements: Ability to see information in print and/or electronically. Position Type/Expected Hours of Work: Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered. Travel: No travel is expected for this position.