Transaction Services Associate

About our Company 

We’re a title company built for today. With digitally native tools, process improvement, and transparent pricing, we’re tackling the antiquated title industry head-on. We think it’s time that the 150-year-old title industry was brought into the 21st century. Closing on a real estate transaction should be simple, efficient, and clearly and fairly priced. 

About the Role

We’re looking for a motivated and detail-oriented individual to join our team as a Transaction Services Associate. This in-office position is ideal for someone seeking to build a career in the real estate or title industry. You’ll play a vital support role across multiple departments, including post-closing, recording, and front-line operations, helping to ensure a seamless experience for our clients and internal teams.

Key Responsibilities:

Post-Closing & Recording Support

• Assist with post-closing processes, including reading loan instructions and generating/printing FedEx, USPS, and Priority Mail labels for loan packages and trailing documents
• Open, label, and sort incoming packages: clip recordable documents, make certified copies, and organize documents for next steps
• Send trailing documents once they record, including uploading recorded documents to the appropriate portal and mailing them to the relevant parties
• Generate USPS Priority Mail labels, stuff envelopes, and prepare documents for delivery
• Send manual recordings to the county with return labels after trained recorder approval
• Support holdback-related tasks and perform portal shelf audits as needed
• Print invoices and match them with checks for mailing
• Post underwriter bulletins

Front-Line & Administrative Duties

• Answer and direct incoming phone calls, triaging to the appropriate teams (e.g., Escrow Officers, Post-Closing, etc.)
• Order updated payoffs as needed
• Triage and respond to emails
• Perform general clerical work, including scanning, copying, organizing files, and maintaining a professional office environment
• Provide backup coverage across departments and assist with overflow tasks

Qualifications:

• High school diploma or equivalent
• Strong attention to detail and organizational skills
• Excellent communication and customer service abilities
• Comfortable using standard office equipment (scanners, copiers, phone systems)
• Eagerness to learn and grow within the role
• Prior office experience is a plus, but not required