conveyance-clerk/references/tasks.md

Tasks & work activities — conveyance clerk

Source: O*NET 30.3, occupation 23-2093.00 (Title Examiners, Abstractors, and Searchers).

Task statements

• [Core] Prepare lists of all legal instruments applying to a specific piece of land and the buildings on it.
• [Core] Examine documentation such as mortgages, liens, judgments, easements, plat books, maps, contracts, and agreements to verify factors such as properties' legal descriptions, ownership, or restrictions.
• [Core] Read search requests to ascertain types of title evidence required and to obtain descriptions of properties and names of involved parties.
• [Core] Copy or summarize recorded documents, such as mortgages, trust deeds, and contracts, that affect property titles.
• [Core] Examine individual titles to determine if restrictions, such as delinquent taxes, will affect titles and limit property use.
• [Core] Prepare reports describing any title encumbrances encountered during searching activities and outlining actions needed to clear titles.
• [Core] Verify accuracy and completeness of land-related documents accepted for registration, preparing rejection notices when documents are not acceptable.
• [Core] Confer with realtors, lending institution personnel, buyers, sellers, contractors, surveyors, and courthouse personnel to exchange title-related information or to resolve problems.
• [Core] Enter into record-keeping systems appropriate data needed to create new title records or to update existing ones.
• [Core] Obtain maps or drawings delineating properties from company title plants, county surveyors, or assessors' offices.
• [Core] Retrieve and examine real estate closing files for accuracy and to ensure that information included is recorded and executed according to regulations.
• [Supplemental] Direct activities of workers who search records and examine titles, assigning, scheduling, and evaluating work, and providing technical guidance as necessary.
• [Supplemental] Prepare and issue title commitments and title insurance policies, based on information compiled from title searches.
• [Supplemental] Summarize pertinent legal or insurance details, or sections of statutes or case law from reference books for use in examinations or as proofs or ready reference.
• [Supplemental] Determine whether land-related documents can be registered under the relevant legislation, such as the Land Titles Act.
• [Supplemental] Assess fees related to registration of property-related documents.

Detailed work activities

• Collect evidence for legal proceedings.
• Compile data or documentation.
• Confer with court staff to clarify information.
• Coordinate legal schedules or activities.
• Enter information into databases or software programs.
• Estimate costs of products, services, or materials.
• Evaluate applicable laws and regulations to determine impact on organizational activities.
• Evaluate information related to legal matters in public or personal records.
• Meet with individuals involved in legal processes to provide information and clarify issues.
• Obtain property information.
• Prepare legal documents.
• Read documents to gather technical information.
• Research relevant legal materials to aid decision making.
• Review documents or materials for compliance with policies or regulations.
• Search files, databases or reference materials to obtain needed information.
• Update computer database information.