Residential Underwriter & Administrative Coordinator

Job summary              

This is a key dual-role position that combines critical administrative leadership, specialized underwriting expertise, and marketing support for residential business development. The Administrative Coordinator ensures smooth office operations, manages essential workflows, and serves as the first point of contact for clients and vendors, while also handling residential underwriting tasks. Additionally, this role supports marketing initiatives by building strong client relationships, promoting company services, and assisting the marketing team in expanding residential business opportunities.

Summary of essential job functions

Administrative Leadership

• Act as the central hub for office operations, ensuring all administrative processes run efficiently.
• Manage front desk responsibilities: greet clients, answer and direct calls using a multi-line phone system.
• Oversee mail handling, courier coordination, and outgoing packages.
• Maintain office supply inventory and vendor relationships for equipment maintenance.
• Handle financial tasks: stamp/copy checks, scan checks and overnight to our regional accounting department.
• Enter transaction information into SoftPro Select, scan Final Title Opinion and supporting documents to smartView, then send to Central Order Processing Services (COPS) for policy preparation.
• Provide proactive support to the Office Manager and team, assisting with special projects and ensuring compliance with company standards.

Underwriting Responsibilities

• Underwrite and produce commitments, policies, and endorsements according to company guidelines.
• Revise commitments, issue endorsements, and deliver policies to customers electronically.
• Prepare CPLs and duplicate original policies as instructed.
• Conduct back title searches and scan files into smartView.
• Send finals to COPS and collaborate with COPS Processor on any issues.
• Communicate effectively with attorneys and staff to maintain strong professional relationships.

Marketing & Business Development Support

• Build rapport with customers through exceptional service and professional communication, fostering trust and loyalty.
• Identify opportunities to expand residential business by leveraging positive client experiences and referrals.
• Collaborate with the marketing team to support residential business development initiatives, including outreach campaigns and client engagement activities.
• Assist in preparing marketing materials, coordinating events, and maintaining client contact lists.
• Act as a brand ambassador by promoting company services during client interactions and community networking opportunities.

Minimum Requirements

• High School diploma or equivalent.
• NC Title producer License
• Exceptional organizational and multitasking skills with a proactive approach to problem-solving.
• Strong interpersonal and communication skills for client interaction and team collaboration.
• Proficiency in office systems and computer applications; ability to learn new software quickly.
• Detail-oriented with a high level of accuracy in both administrative and underwriting tasks.
• Ability to manage time effectively and adapt to changing priorities in a dynamic environment.
• Interest or experience in marketing and client relationship management is a plus.