Client Services Coordinator
2 weeks ago
PDS Tech Commercial, Inc. is seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in facilitating real estate transactions by providing exceptional customer service and proactive communication to both internal and external customers throughout the closing process.
Key Responsibilities:- Handle internal and external inquiries related to moderately complex processes and transactions.
- Monitor messages and questions received via centralized inbox, systematic work queues or phone, and respond to moderately complex inquiries and escalate more complex ones.
- Coordinate the preparation, review, and collection of all required documentation and required forms for recording of conveyance deeds.
- Coordinate signing appointments, closing package preparation, and final title packages for clients.
- Act as a liaison between internal and external parties to ensure requests are effectively resolved.
- Enter detailed and accurate notes into appropriate systems and files documents according to standard procedures.
- Work with internal and external parties to effectively resolve issues.
- Follow up on any delays in inquiry answers and update the status in the systems.
- Maintain a high level of customer service through proactive communication with internal and external customers and business partners.
- Update management on trends, issues, or problems that may impact the business or clients.
- Communicate any requirements to clients and exercise good judgment in the enforcement or exception to policies.
- Practice call ownership and accountability for incoming inquiries.
- Work at enhancing the quality of customer service for the benefit of the company and the customer.
- Requires working knowledge and established skills to perform day-to-day activities.
- Experience with Title & Escrow services and/or Mortgage Industry.
- Follows standard procedures and guidelines.
- Works under general supervision with limited ability to modify approach.
PDS Tech offers a comprehensive benefits package, including medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs.
PDS Tech is an Equal Opportunity Employer/Veterans/Disabled. We consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements.
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