50 Performance Review Phrases for Escrow Officers

Self Assessment Phrases - Achievements

• I managed escrow for [transaction] from opening through closing, keeping all parties informed at each stage.
• I caught a discrepancy in closing documents before it delayed the transaction.
• I coordinated with lenders, agents, and title companies to keep transactions moving toward closing on schedule.
• I explained closing documents clearly to buyers and sellers who were unfamiliar with the process.
• I managed multiple concurrent transactions without letting details slip on any of them.
• I resolved a title issue that arose late in a transaction without derailing the closing.
• I kept accurate records of funds and disbursements throughout each transaction.
• I maintained compliance with regulatory requirements across every file I handled.
• I built strong working relationships with agents and lenders that made coordinating transactions smoother.
• I trained a newer escrow assistant on file procedures and closing requirements.

Self Assessment Phrases - Growth and Development

• I want to get better at flagging potential delays to all parties earlier in the transaction.
• I sometimes take on tasks that could be delegated to an assistant, and I want to trust that more.
• I need to improve how I track document deadlines across a growing caseload of files.
• I want to explain closing costs and documents in plainer language for clients unfamiliar with the process.
• I could do more to double check figures before sending disclosures, rather than relying on the first pass.
• I want to develop a clearer system for following up on outstanding items from lenders or title companies.
• I need to work on communicating with agents proactively rather than waiting for them to ask for updates.
• I want to get more comfortable pushing back on unrealistic closing dates set before I was involved.
• I could improve how I document communications on a file so the history is clear if a question comes up later.
• I want to build stronger habits around staying current with changes in escrow regulations.

Peer Review Phrases

• They catch discrepancies in closing documents before they cause delays.
• They explain the closing process clearly to clients who are unfamiliar with it.
• They coordinate well with lenders, agents, and title companies to keep transactions on track.
• They keep meticulous records of funds and disbursements throughout a transaction.
• They manage multiple files at once without letting details slip on any of them.
• They flag potential delays early enough that all parties have time to adjust.
• They stay calm when a title issue surfaces late in a transaction and work through it methodically.
• They follow up consistently on outstanding items rather than letting them stall a closing.
• They are reliable, and their files are consistently accurate and well documented.
• They are generous about helping newer team members learn escrow procedures.

Manager Review Phrases - Strengths

• You catch discrepancies in closing documents before they become a problem.
• You explain the closing process clearly to clients who are unfamiliar with it.
• You coordinate well with lenders, agents, and title companies to keep transactions on track.
• You handled [transaction] well, resolving a title issue without delaying the closing.
• You keep meticulous, accurate records of funds and disbursements.
• You manage multiple files at once without letting details slip on any of them.
• You flag potential delays early enough for all parties to adjust.
• You follow up consistently on outstanding items rather than letting them stall a closing.
• You maintain compliance with regulatory requirements across every file you handle.
• You are generous about helping newer team members learn the process.

Manager Review Phrases - Areas to Develop

• Try to flag potential delays to all parties earlier in the transaction.
• Delegate more routine tasks to an assistant so you can focus on the more complex parts of a file.
• Track document deadlines more systematically as your caseload grows.
• Explain closing costs and documents in plainer language for clients unfamiliar with the process.
• Double check figures before sending disclosures, rather than relying on the first pass.
• Follow up more proactively on outstanding items from lenders or title companies.
• Communicate with agents proactively rather than waiting for them to request updates.
• Push back more when closing dates set before your involvement don't leave enough time to prepare properly.
• Document communications on a file more thoroughly so the history is clear later.
• Stay more current with changes in escrow regulations rather than relying on past training.

How to use these phrases

Don't paste these in verbatim. Pick the two or three closest to what you actually did, then make them specific: swap the generic claim for your own project, metric, or outcome. Use the rest as a checklist of themes worth covering in a Escrow Officer review, and see the Perform Review blog for guides on structuring the full review.

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