Transaction Coordinator & Customer Service Representative

Job Description

Job Description

Closeline Settlements is seeking an experienced, detail-oriented Transaction Coordinator / Customer Service Representative to join our team at our Rockville headquarters. We provide comprehensive title insurance and real estate settlement services, with a focus on accuracy, efficiency, and exceptional client service.

In this role, you will serve as a key point of contact for clients, real estate agents, lenders, and other parties involved in real estate transactions. You will help coordinate the flow of information and documentation, respond to inquiries, and ensure transactions move forward smoothly and efficiently. The ideal candidate is organized, responsive, and comfortable managing multiple priorities in a fast-paced, deadline-driven environment.

Primary job functions will include:

• Customer Service & Communication: Respond to inbound calls, emails, and inquiries from clients, real estate agents, lenders, and other parties regarding title and settlement services. Provide timely, professional, and accurate information throughout the transaction process.
• Transaction Coordination: Track transaction progress, coordinate the exchange of documents and information, follow up on outstanding items, and help ensure deadlines are met.
• Title Documentation: Assist with reviewing and preparing title commitments, policies, and related documentation to ensure accuracy and completeness.
• Issue Resolution: Identify and address questions, discrepancies, and potential delays, working with the appropriate internal teams and external parties to resolve issues promptly.
• Process Guidance: Explain title and settlement procedures, documentation requirements, and next steps to clients and other parties to help facilitate a smooth closing process.
• Data Entry & Recordkeeping: Enter, update, and maintain accurate transaction records and customer information in company databases and software systems.
• Team Collaboration: Work closely with title officers, settlement professionals, underwriters, and other team members to support efficient transaction processing and a positive client experience.
• Compliance & Confidentiality: Follow company procedures, applicable regulations, and state requirements while maintaining the confidentiality of client and transaction information.
  

Qualifications:

• Previous experience in title insurance, real estate settlements, transaction coordination, or a related customer service role is preferred.
• Familiarity with title insurance, real estate transactions, and settlement procedures is highly desirable.
• Strong verbal and written communication skills, with a professional and customer-focused approach.
• Excellent organizational skills and attention to detail, with the ability to manage multiple transactions, inquiries, and deadlines simultaneously.
• Proficiency in Microsoft Office and the ability to learn and navigate industry-specific software.
• Strong problem-solving skills, sound judgment, and the ability to follow through on outstanding tasks.
• Ability to handle confidential information with discretion and professionalism.
  

Salary commensurate with experience.

At Closeline Settlements, we provide comprehensive title insurance and settlement services for real estate transactions. We are a dedicated team committed to delivering top-notch service to our clients, ensuring smooth, accurate, and timely closing experiences. Join us and become a part of a company that values customer satisfaction, professionalism, and a supportive work environment.

Company Description

At Closeline Settlements, we provide comprehensive title insurance and settlement services for real estate transactions. We are a dedicated team committed to delivering top-notch service to our clients, ensuring smooth, accurate, and timely closing experiences. Join us and become a part of a company that values customer satisfaction, professionalism, and a supportive work environment.