JOB FUNCTION / PURPOSE

The Customer client is responsible for coordinating the daily activities within the Financial Service Department managing the incoming phone line & email portal. This position performs basic functions within the department which aids with Estoppels for developers, title companies and residents as well as processing checks for fees, and assisting with administrative duties. This position is Full Time Monday-Thursday, 8 to 5 and Friday is remote 8 to 5.

PRIMARY RESPONSIBILITIES

Answers incoming customer callsResponds to customer/internal email requestsPrepares EstoppelsPrepares Lien ReleasesProcesses Estoppel Fee ChecksAdministrative County TasksManages Compliance Related Items (Bonds), Disclosure, Reports, etc.Assists within the department as required.

EDUCATION, EXPERIENCE AND SKILLS

Education/Experience: High School Diploma or GED a must; AA degree/some college courses preferred. Some admin and accounting skills required.

Licenses/Certifications: Valid Driver’s License (Class B CDL preferred).

Technical: Basic proficiency with Microsoft Office applications, Google docs & internet. Experience working with social media.  Excel experience.

Communication: Must have experience working with the public. Communicates clearly & professionally. Contributes to a positive internal & external customer experience. Willing to help others. Maintains composure in challenging situations.

Problem Solving & Quality: Pays attention to detail. Identifies & solves problems. Escalates issues accordingly. Checks work for quality.

Managing For Results: Works well with supervision. Takes projects to completion. Follows all company policies & SOPs. Manages multiple tasks.

Leadership & Initiative: Demonstrates a positive attitude. Acts in accordance with company vision, mission & values. Takes accountability for own performance. Willing to take on additional assignments.

PHYSICAL DEMANDS

Must be able to: frequently lift 50-60 pounds; load, unload & move large equipment/tools; access confined spaces; continuously walk and climb stairs and ladders.