Property Access & Survey Coordinator

Property Access & Survey Coordinator

CBG Surveying is one of the oldest and most successful surveying companies in Texas, with over 30 years of industry experience. We are seeking a Property Access & Survey Coordinator to join our team at our Houston office (in-office).

The Property Access & Survey Coordinator serves as a critical link between CBG's clients, property owners, and field surveying teams. This position is responsible for managing the survey access process from start to finish while ensuring client orders are accurately processed and maintained throughout the project lifecycle.

The ideal candidate is highly organized, customer-focused, and proactive in communication. This role requires coordinating with homeowners, builders, title companies, and internal departments to ensure survey crews have the access, information, and support needed to complete projects safely and efficiently. Success in this role depends on strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Essential Duties and Responsibilities

Order Intake & Client Coordination

• Accurately enter and process client orders into the internal system promptly.
• Review incoming orders for completeness and accuracy.
• Communicate with clients and internal departments to ensure project information is accurate and complete.
• Monitor and track orders from intake through completion.
• Respond promptly and professionally to client inquiries via phone and email.
• Troubleshoot and resolve order issues by coordinating with appropriate staff and departments.
• Support Customer Service, Research, Scheduling, Sales and Operations teams with administrative tasks as needed.

Property Access Coordination

• Serve as the initial point of contact for property owners regarding survey access and site preparation.
• Proactively contact homeowners by phone and email to notify them of upcoming survey appointments and field crew visits.
• Schedule, confirm, and reschedule survey appointments as needed to maintain efficient workflow for field crews.
• Provide homeowners with access instructions and site preparation requirements prior to scheduled surveys.
• Verify that gates, locks, and other access points will be available for survey crews.
• Remind property owners to secure pets and animals prior to field crew arrival to ensure employee safety.
• Gather and document property-specific information including gate codes, lockbox information, access restrictions, special instructions, and safety concerns.
• Identify and resolve access-related issues before they impact field operations.
• Escalate unresolved access concerns, scheduling conflicts, or customer issues to management when necessary.
• Communicate access updates and special instructions to survey crews and Operations personnel.

Documentation & Records Management

• Maintain accurate records of all customer communications and appointment statuses within company software systems.
• Document property notes, access information, customer requests, and scheduling changes.
• Utilize mapping software and location tools to verify property locations and directions.
• Ensure all project information is properly documented and readily accessible to internal teams.

Requirements

• High school diploma or equivalent required; college coursework or equivalent experience preferred.
• Excellent verbal and written communication skills with a professional, friendly, and confident phone presence.
• Strong organizational skills and ability to manage multiple projects, appointments, and deadlines simultaneously.
• Close attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office, email systems, scheduling software, and CRM platforms.
• Ability to work independently while maintaining strong collaboration with internal teams.
• Bilingual (English/Spanish) is a plus.

Preferred Skills

• Knowledge of land surveying, title, construction, or property management processes.
• 1-3 years of customer service, scheduling, dispatching, project coordination, or administrative experience.
• Experience coordinating field personnel, appointments, or service calls.
• Familiarity with mapping software and geographic information systems.
• Strong problem-solving skills and ability to proactively identify and resolve issues before they impact operations.

Benefits

• Comprehensive health benefits for employees and families.
• Paid Time Off (PTO) accrual and paid company holidays.
• 401(k) retirement plan.
• Opportunity for growth with a well-established Texas company.