Manager, Client Services

Mortgage Connect • Coraopolis, PA

2h • Remote

About The Position

Overview
Essential Duties and Responsibilities
Coordinate preparation of assignment and lien release documents based on client instructions, internal templates, and jurisdictional requirements.
Coordinate signature processes for clients, internal signatories, and third parties, ensuring timely execution.
Facilitate and track finalized documents to appropriate recording authorities and monitor recording status through completion.
Resolve recording rejections or discrepancies by coordinating with internal teams and external agencies.
Maintain accurate documentation logs, tracking all stages of preparation, signing, and recording.
Communicate professionally with clients regarding document status, requirements, and timelines.
Ensure all documents are stored, archived, and managed in accordance with company policies and retention standards.
Collaborate with legal, compliance, and operations teams to support process improvements and ensure adherence to regulatory guidelines.
Prepare periodic reports on assignment activity, turnaround times, and compliance metrics for management review.

Requirements

• Minimum of 2–4 years of experience in document preparation, legal documentation, title/recording operations, or a related administrative field.
• Demonstrated ability to review and process detailed documentation with a high degree of accuracy.
• Strong organizational and time‑management skills with the ability to manage multiple assignments simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with document management systems, CRM platforms, and digital signature tools.
• Ability to work independently while maintaining strong collaboration with cross‑functional teams.
• Commitment to confidentiality, compliance, and professional integrity.

Nice To Haves

• Experience in real estate, financial services, legal services, or related regulated industries.
• Knowledge of county and state recording requirements and document compliance standards.
• Familiarity with multi‑party signature workflows and regulated documentation processes.
• Prior experience working in a client‑facing role within a process‑driven environment.

Responsibilities

• Coordinate preparation of assignment and lien release documents based on client instructions, internal templates, and jurisdictional requirements.
• Coordinate signature processes for clients, internal signatories, and third parties, ensuring timely execution.
• Facilitate and track finalized documents to appropriate recording authorities and monitor recording status through completion.
• Resolve recording rejections or discrepancies by coordinating with internal teams and external agencies.
• Maintain accurate documentation logs, tracking all stages of preparation, signing, and recording.
• Communicate professionally with clients regarding document status, requirements, and timelines.
• Ensure all documents are stored, archived, and managed in accordance with company policies and retention standards.
• Collaborate with legal, compliance, and operations teams to support process improvements and ensure adherence to regulatory guidelines.
• Prepare periodic reports on assignment activity, turnaround times, and compliance metrics for management review.

Benefits

• Competitive payrates based on skills and experience
• Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts
• Rest and relaxation: Paid holidays and generous PTO based on tenure
• Community and Philanthropy: Paid volunteer time
• Paid Maternity and Parental Leave
• Contribute to your future: 401K plan and robust continuous learning opportunities
• Work Perks Program: Access to discounts that help save money in your daily life

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed