Customer Service Representative

• Conduct research and analysis on insurance claims and related documents
• Assist with escrow processing and ensure timely handling of transactions
• Provide excellent customer service by addressing inquiries and resolving issues promptly
• Utilize CRM systems and Microsoft Office Suite to manage data and generate reports
• Collaborate with team members to ensure smooth operations within a fast-paced environment
• Review and verify mortgage documents for accuracy and compliance
• Maintain detailed and organized records of all customer interactions and transactions
• Adapt to changing priorities and multitask efficiently to meet deadlines
• Communicate effectively with clients and colleagues to foster positive relationships

• Minimum of 1 year of experience in mortgage, escrow, or related fields
• Strong proficiency in Microsoft Office applications, including Word and Excel
• Excellent communication skills, both verbal and written
• Ability to manage multiple tasks simultaneously in a dynamic environment
• Basic math skills for accurate calculations and data verification
• Experience in insurance or loan administration is preferred
• Demonstrated ability to work well within a diverse team and adapt to varying situations
• Strong computer literacy and familiarity with CRM systems

Experience in insurance or loan administration

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan