Client Services Representative

4 days ago

Garden Grove, California, United States PDS Tech Commercial, Inc. Full time

PDS Tech Commercial, Inc. is seeking a skilled professional to fill the role of Client Services Representative.

Job Title: Client Services Representative

Job Type: Full-time; Contract

Location: Fully Remote

Schedule: Monday - Friday 8 AM - 5 PM PST

Pay Rate: $20.71-$24.62 per hour

Job Responsibilities:

  • Provides nationwide title, closing, settlement, and appraisal solutions for mortgage lenders.

  • Responsible for the assessment and valuation of properties based on Uniform Standard of Professional Appraisal Practice (USPAP) guidelines, federal, and state appraisal laws.

Key Responsibilities:

  • Handles internal and external inquiries related to moderately complex processes and transactions.

  • Monitors messages and questions received via centralized inbox, systematic work queues, or phone, responds to moderately complex inquiries, and escalates more complex ones.

  • Coordinates the preparation, review, and collection of all required documentation and required forms for recording of conveyance deeds.

  • Coordinates signing appointments, closing package preparation, and final title packages for clients.

  • Acts as liaison between internal and external parties to ensure requests are effectively resolved.

  • Enters detailed and accurate notes into appropriate systems and files documents according to standard procedures.

  • Works with internal and external parties to effectively resolve issues.

  • Follows up on any delays in inquiry answers and updates the status in the systems.

  • Maintains a high level of customer service through proactive communication with internal and external customers and business partners.

  • Updates management on trends, issues, or problems that may impact the business or clients.

  • Communicates any requirements to clients and exercises good judgment in the enforcement or exception to policies.

  • Practices call ownership and accountability for incoming inquiries.

  • Works at enhancing the quality of customer service for the benefit of the company and the customer.

  • Performs other duties as assigned by management.

Requirements:

  • 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.

Pay Details: $20.71 to $24.62 per hour

Benefits:

  • Medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan.

  • Eligibility for paid leave, including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Candidate Privacy Information Statement: https://www.pdstech.com/candidate-privacy

Company Policy: The Company will 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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