Real Estate Servicing Specialist - Documents

FourLeaf Career • Bethpage, NY

4d

About The Position

The Real Estate Servicing Specialist (Documents) is responsible for managing and processing documentation related to paid-off loans, responding to legal requests, and serving as a liaison with title companies. This role requires strong attention to detail, organizational skills, and the ability to handle sensitive information with discretion.

Requirements

• High School Diploma or GED.
• 2 years of customer service experience in a banking or financial setting.
• Must have notary license or be willing to obtain.
• Must have experience with Microsoft Office and Adobe.

Responsibilities

• Coordinate the ordering of custodial documents for paid-off loans, ensuring timely retrieval from custodians, accurate documentation, and proper distribution to internal teams or members as required.
• Processing satisfaction requests related to paid-off loans, including preparing and submitting necessary documentation to release liens.
• Act as a liaison for miscellaneous requests, including Partial Releases, Easements and ARM Resets.
• Gathering required documentation, maintaining clear communication with members, and working closely with internal teams to support timely and accurate decision-making.
• Oversee a high-volume inbox, ensuring all incoming requests and communications are reviewed, prioritized, and addressed promptly.
• Manage relationships with title companies, serving as the primary point of contact for inquiries and requests.
• Facilitate timely communication, coordinate document exchanges, and ensure accurate and efficient handling of title-related matters to support loan servicing and member transactions.
• Handle member requests promptly and effectively to support a seamless and positive member experience.
• Monitor incoming requests, prioritize appropriately, and coordinate follow-up actions to support resolution and satisfaction.
• Receive, sort, and distribute incoming mail and packages to appropriate departments or individuals.
• Perform scanning and indexing of documents to ensure accurate digital recordkeeping and easy retrieval within the document repository.
• Assist with various tasks outside core responsibilities as directed by management, contributing to overall team efficiency and adaptability.

Benefits

• medical, dental, and vision coverage
• a 401K plan with employer match
• reimbursement programs
• wellness programs
• an annual performance-based bonus
• Competitive 401k
• Tuition reimbursement
• Flexible work options
• Volunteer opportunities
• Water Cooler Chats with executive teammates
• Clubs & Sports
• Food truck days

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED