Customer Service Representative

WFG Title Research PositionWilliston Financial Group (WFG) is the Portland, Oregon-based parent company of several national title insurance and settlement services providers, including WFG Lender Services and WFG National Title Insurance Company. One of only six national underwriters, WFG achieved a national footprint faster than any title insurance provider in history. The WFG family of companies offers full-service title insurance and settlement services for use in residential and commercial mortgage and real estate transactions nationwide.This position will be onsite at our new location in Newport Beach, CAWFG is seeking a detail-oriented, customer-focused professional to provide title research, property data analysis, market intelligence, and exceptional client service. Our clients include real estate brokers, agents, mortgage lenders, and investors who rely on our research and data services to identify potential title issues, uncover business opportunities, and make informed real estate decisions. Entry level candidates are encouraged to apply as we are willing to train the right person!Essential Job FunctionsEngage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.Respond to and manage client requests via phone and email in a professional and timely manner.Utilize DataTrace, TitlePoint, TitleFlex, and other research platforms to conduct property searches, title research, and Comparative Market Analyses (CMAs).Research property ownership, mortgages, liens, judgments, clouds on title, and other recorded documents to identify potential title issues.Perform General Index (GI) name searches and review property chains of title to identify liens, encumbrances, and other potential concerns.Generate customized property data and prospecting lists to help clients identify potential buyers, sellers, and refinance opportunities.Analyze real estate market trends, property values, sales activity, and ownership data to support client marketing and business development efforts.Provide neighborhood, community, and demographic information to help clients identify potential business opportunities.Maintain accuracy, efficiency, and excellent customer service while managing multiple requests and deadlines.Collaborate with team members and perform additional duties as needed to support daily business operations.Knowledge, Skills and AbilitiesStrong customer service, communication, and organizational skills.Excellent attention to detail, analytical thinking, and problem-solving abilities.Ability to manage multiple tasks and prioritize deadlines in a fast-paced environment.Basic computer proficiency and willingness to learn new software and research tools.Previous experience in real estate, title insurance, mortgage lending, or property research is preferred but not required.Ability to work independently and collaboratively in a team environment.Willingness to learn, adapt, and develop new skills through training and hands-on experience.Basic QualificationsHigh school diploma or equivalent.Demonstrated experience with MS Office Suite.Preferred QualificationsCollege degree in business, finance or related field preferred.Supervisory ResponsibilityThis position has no supervisory responsibilities.Work EnvironmentThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.Physical Requirements/ADANo unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.Job frequently requires sitting, handling objects with hands.Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.Vision requirements: Ability to see information in print and/or electronically.Position Type/Expected Hours of WorkDays and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m.TravelNo travel is expected for this position.