Primary responsibilities will focus on Real Estate and Promissory Note processing. Tasks will include monitoring the investment tickets in Zendesk, responding to inquiries, reviewing investment documents, processing transactions. 

Responsibilities:

• Ensure transactions and customer requests are completed within defined service level times while meeting accuracy and productivity standards
• Communicate with customers and internal departments via phone, email or in writing as appropriate to resolve service requests
• Process all items/requests in accordance with regulatory standards and trust company procedures to ensure compliance with the maintenance of accounts, and maintains necessary documentation accordingly

Qualifications:

• Extensive customer service experience in the financial/banking/retirement service area
• Real Estate knowledge, experience working with escrow and title companies
• Familiarity of required documents; Purchase Contracts, Preliminary Reports, HUD/Settlement Statements, Deeds, Promissory Notes, etc.
• Strong verbal and written communication skills
• Outstanding organizational ability and attention to detail
• Working knowledge of Microsoft Suite: Word, Excel, PowerPoint and Outlook
• Data entry, keying 40 wpm
• Excellent interpersonal and teamwork skills
• Strong problem solving, conflict resolution and negotiation skills
• Strong customer service orientation
• Ability to multi-task, work under pressure, be pro-active and to think “out of the box”
• Maturity and a strong sense of integrity
• Self-motivated and resourceful
• Strong cultural awareness
• Must be able to sit and/or stand for long periods of time while working