WFG

• 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. • Produce a preliminary title report, commitment, foreclosure report or non-policy information report showing all appropriate liens, encumbrances and how title is vested. • 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. • Prepare final product utilizing internal programs. Solid examination knowledge and experience by supporting residential title transactions. • Convey title requirements and exceptions to processing and closing departments.

• 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. • Daily administrative tasks to ensure the functionality and coordination of the department’s activities. • Work with the local sales team and Marketing to create and manage campaigns. • Write content for emails, flyers, and social media and work closely with internal stakeholders, creative team and vendors. • Support the marketing team in organizing projects and assist local sales teams with appropriate tools, materials and presentations. • Compile data and produce monthly marketing reports. • Update spreadsheets, databases, and inventories with statistical, financial, and non-financial information. • Assist in the organizing of promotional events, webinars and traditional or digital campaigns. • Compose and post online content on the company’s website and social media accounts. • Communicate directly with agents when needed. • Manage and respond to incoming email requests. • Processing of divisional invoices. • Account management (adding/removing users) for third party products/services.

• 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 in-person 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. • 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.

• 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.

• 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. • 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. • 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. • Process refund and write off requests. • Assist with Continuing Education compliance. • Maintain and service any existing agents that may be assigned to you. • Additional duties as assigned.

• Schedule, coordinate, and run CE events from setup through close, ensuring each event stays on its required timeline. • Serve as the single point of contact for Title Agents – confirming event details, securing sign-in/sign-out sheets, attendee lists, and surveys, and following up persistently until each item is received. • Coordinate instructors and CE vendors: confirm bookings, collect W-9s, manage handouts and materials, and resolve logistics. • Coordinate with WFG sales reps to tie each event to the correct rep/territory and route survey results to reps and their managers. • Execute the full event email cadence (from pre-event registration through post-event credit/follow-up communications) accurately and on schedule. • Coordinate registration site setup and marketing kit requests/distribution, and track marketing status per event. • Pull and monitor registration reports, track counts against thresholds, and flag low-registration events for go/no-go decisions. • Process CE credits: issue certificates and self-report rosters to state regulatory bodies where required. • Prepare and assemble regulatory filings and provider/instructor/course approval packets for leadership review and sign-off. • Maintain organized records for state audits and recordkeeping requirements. • Produce the monthly Program Report and analysis that demonstrate the impact of the

• Implements ongoing processes for title and/or escrow under the direction of the management. • Periodically audits files to verify transactions are being processed in accordance with company guidelines. • Answers very complex questions regarding title search and/or escrow and closings. • Meets with other Division Supervisors and Managers as necessary to evaluate and establish uniform procedures. • Keeps management informed of potential claims, unusual risk, workflow or loss situations. • Assists team with sensitive customer relation problems and resolving customer complaints. • Provides training and coaching to the assigned team and clients as needed. • Acts as site sponsor to implement communicate and direct all corporate initiatives and communications as requested. • Development of WFG company culture that emphasizes employee engagement, our 4 C’s, quality of work, key employee retention and high performance. • Performs and understands of all team functions and responsibilities of the team.