Report on Title - Customer Service Rep - Gold River, CA

Title - Customer Service Rep - Gold River, CA

Summary of Position:

Responds to customer requests, provides information, and acts as general liaison in assisting the customer to obtain the desired company services. Aids in maintaining existing accounts and in promoting new business, utilizing basic sales and service techniques. Assists customers through various forms; verbal ownerships, legal & vesting, property profiles, farms on disk, etc., by completing an initial search of our computerized title plant, & computerized assessors records, letters of indemnity, filing. Performs a wide variety of non-routine tasks involving researching and responding to various customer service inquiries and problems.

Principal Duties and Responsibilities:
  • Handles heavy phones.
  • Employs basic customer service and marketing skills.
  • Maintains current customers and develops new customers for company services by the extensive application of basic sales and services techniques.
  • Collects preliminary pertinent information on customer's organization, type and scope of business, personnel employed, etc., and forwards to appropriate component manager.
  • Initiates orders for title services by checking completeness of and processing order information from company personnel and customers.
  • Checks delivered and telephoned property information such as legal description, street address, names of buyers, sellers, and customers, type of service required, and liability amount, for completeness and consistency to ensure that data is sufficient for initiating an order.
  • Prepares or transmits forms such as order manifolds in order to initiate the order.
  • Informs customers of order status and schedule prices.
  • Reconciles title problems.
  • Solicits assistance from appropriate levels of personnel in resolving such problems.
  • Provides liaison service and communication between customers, account managers and company personnel to promote new business and maintain existing accounts.
  • Informs customers of all company services and supportive activities, stressing those most likely to meet the customer's needs.
  • Responds to questions by providing additional information.
  • Provides customers with appropriate explanatory brochures.
  • Develops new customers for company services. Identifies and establishes prospective customer through leads available from a variety of internal and external sources.
  • Collects preliminary pertinent information on customer's organization, type and scope of business, personnel employed, etc., and forwards to appropriate manager.
  • Provides information to customers.
  • Prepares information packages for clients.
  • Operates computerized title plant
  • Operates computerized assessors records
  • Legal & vesting.
  • Profiles.
  • Farm packages.
  • Locate properties.
  • Prioritizes requests.
  • Aids in maintaining existing accounts & promoting new business.
  • Document pulling.
  • Typing/data entry.
  • Order supplies
  • Answer phones
  • Greet clients
  • Reception relief
  • Other duties and responsibilities as assigned by supervisor.
  • Operating specialized and common desktop software applications, and standard office equipment such as fax, photocopier, telephone and related.
  • Identifying, obtaining, and organizing documents required for title and customer service output.
  • Operating and performing routine operator maintenance of common office equipment and machinery.
  • Printing, sorting and assembling documents rapidly and accurately.
  • Operating at a high level of productivity and efficiency to meet deadlines in a high volume environment.
  • Establishing and maintaining effective working relationships with those contacted in the course of the work.
  • Establishing and maintaining organized work habits.
  • Learn the rules and procedures of title and customer service support at assigned location.
  • Ability to employ basic customer service and marketing skills.
  • Ability to exercise good judgment regarding priorities.
Education and Experience Requirements:
  • Completion of high school or equivalent and at least six months of clerical or secretarial experience.
  • Previous title company customer service and/or title searching experience helpful.
  • Thorough knowledge of company products.
  • Basic terminology and documents related to title processing.
  • Use of desktop computers including word processing and other common software.
  • Professional customer service techniques.
  • Business correspondence formats.
  • Basic English grammar and spelling.
  • Basic arithmetic.
Physical Requirements:

This is primarily a sedentary office position which requires the Customer Service Rep to have the ability to operate computer equipment, speak, hear, bend, stoop, reach, lift, and move and carry up to 25 lbs. Finger dexterity is necessary.

Additional Requirements:
  • Advance in Word and Excel is a MUST.
  • Experience in property research programs a plus.
  • Data Trace, DataTree, Fame 2.0 experience is preferred, but not needed.
  • Must be able to navigate in several programs simultaneously.
  • Reporting, researching, and data entry experience is needed.
  • Ability to work in an extremely fast-paced environment
  • Be able to prioritize
  • Sense of urgency while also focusing on delivering excellent customer service.

This description outlines the basic responsibilities and requirements for the position noted. This is not a comprehensive listing of all job duties of the Associates. Duties, responsibilities and activities may change at any time with or without notice.

Experience Requirements: 
Not requirements
Date posted:
Job Id: