Real Estate Servicing Specialist - Documents

FourLeaf Federal Credit Union • Town of Oyster Bay, NY

4d • $22 - $26

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.
• Process 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. Responsible for 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 coverage
• dental coverage
• 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

What This Job Offers

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