Home Loan Services Support

Primary Responsibilities

• Perform detailed data entry for processing deed of trust releases.
• Retrieve files from the vault.
• Contact customers or providers regarding missing insurance policies.
• Prepare payoff quotes using Microsoft Word.
• Review files and conduct auditing/reporting tasks.
• Communicate professionally through Microsoft Teams, email, and phone.
• Manage multiple tasks while working independently.

Preferred Qualifications

• Experience in real estate processing, loan servicing, or mortgage operations.
• Familiarity with real estate documents and concepts.
• Alternatively, experience working in a financial institution.

Required Skills

• Strong attention to detail and accuracy.
• Excellent organizational and time management skills.
• Ability to work independently with minimal supervision.
• Strong multitasking abilities.
• Professional verbal and written communication skills.
• Intermediate proficiency with Microsoft Office, especially:
• Excel (reporting and data management)
• Word (preparing payoff quotes)
• Teams and Outlook (communication)

Ideal Candidate Profile

• Dependable, detail-oriented, organized, and adaptable.
• Able to accurately process financial and real estate-related documents.
• Communicate professionally.
• Prioritize competing tasks.
• Efficiently navigate multiple computer applications in a fast-paced environment.