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As the Title Customer Specialist, you will help to establish a new vertical at the bank, joining an innovative team dedicated to enhancing client experiences through the ONE CITIZENS approach.You will facilitate, monitor, and validate onboarding and servicing processes. This role requires a curious individual who is willing to learn the nuances of the title industry (unique state requirements, vendor specifics and implementing APIs).There is an expectation to maintain expertise in operational capabilities, systems, and products, ensuring high-quality execution of tasks, and providing exceptional support across the organization.
Job Responsibility:
Deliver professional customer service for onboarding, servicing, and daily operations related to Title Deposits and Products
Facilitate, monitor and validate onboarding and servicing processes for Title products, maintaining expertise in operational capabilities, systems, and products, and managing tickets and cases for Core Ops teams
facilitating post-execution documentation, sending welcome letters with wiring instructions, and enabling portal enrollment and setup
addressing exception requests, managing mailboxes for sales and service teams, and channeling requests for amendments, disbursements, triggering, termination, and ops exception requests
Reporting and communication management for escalation, customer concerns and product optimization
Listening to and communicating feedback from our clients will allow us to identify new products, new services and better ways to deliver payments
Reporting and tracking defects to delight our customers and provide clear feedback to our operations partners
Build and maintain reporting provides transparency to track speed of implementation, value of increased deposits as well as customer issues
Requirements:
Bachelor’s degree in business administration, Finance, or a related field
Proven experience in operations management, preferably within the financial services industry
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Proficiency in relevant software and systems (e.g., Salesforce, Microsoft Office Suite)
Nice to have:
Advanced degree or certification in a related field