Mandatory Skills : Microsoft Office products (Word, Excel, Outlook)
Job Description:
Communicate requirements and other information to clients including title exceptions.
Prepare and review documents for closing and follow up of all escrow transactions.
Open orders, complete document preparation to include gathering required information.
Attends to inbound and outbound calls from customers, clients, and Associa branches as directed.
Acquire all information needed to prepare required documents and escrow instructions from all parties.
Resolve internal and external customer questions regarding document orders both via phone and email.
Exhibits professional behavior with both internal and external business associates that reflect positively on Associa and is consistent with company policies and practices.
Demonstrates excellent flexibility and effective communication skills in their interactions with others.
Troubleshoots and answers questions from clients and branch representatives relating to their Community Archives (CA) order.
Identifies and acts upon opportunities to upsell and/or sell additional products to customers.
Upload of documents and forms as related to Community Archives operations.
Other duties as assigned.
Interpretation and completion of verbal and/or written instructions at a proficient level.
Knowledge of Microsoft Office products (Word, Excel, Outlook, etc.) at a proficient level.
Professional communication skills (phone, interpersonal, written, verbal, etc.).
Professional customer service skills.
Knowledge of general office equipment (copier, fax, phone systems, etc.).
Knowledge of company policies, procedures, and forms.
Able to multitask & optimize through time management and critical prioritization skills.
Must be able to meet company defined daily production targets.
Attention to details & accuracy.
Confidentiality and discretion in the performance of all duties and responsibilities.
