Trust Department Servicing Representative - Maricopa Main

Pioneer Title Agency

Posted 3 months ago

Full Time

Phoenix, Arizona

In Person

Smart Summary

Responsibilities

The role involves setting up and maintaining trusts and servicing seller carryback and private loans. Key duties include processing payments, maintaining trust records, and interacting with customers and beneficiaries.

Qualifications

You have an Associate degree or equivalent education and experience in trust, paralegal, account servicing, or real estate file processing. You possess strong organizational and communication skills, with a basic understanding of banking, accounting, and account servicing, and are proficient with the Microsoft Office suite.

Must Have Skills for ATS

Microsoft Office suite

account servicing

title insurance

escrow

trust services

real estate

banking

accounting

Job Description

WHAT WE DO: Pioneer Title Agency provides title insurance, escrow, account servicing, trustee sales, and builder-related trust services to our customers through over 70 branches across Arizona.

WHO WE ARE: Pioneer Title Agency is more than just a family -owned business – we are a business made up of dozens of actual families and hundreds of friends whose relationships and real estate expertise predate our official founding in 1985. Not only are we passionate about our customers, we also strive to support the growth of our employees and the causes that are important to them. We are a local business that cares deeply about Arizona and the communities we serve.

Description:

This position works as a member of the Trust Department, setting up and maintaining trusts and servicing seller carryback and private loans. Successful candidates are dependable, cooperative, diligent, detailed, disciplined, and have excellent customer service skills.


Typical duties of the position may include:
• Represents the company through interactions with customers, beneficiaries and additional related parties.
• Assist Trust Officers with deed preparation, document review, and trust record maintenance.
• Perform administrative tasks related to collection accounts by reviewing new sale contracts, and setting up new accounts according to company policy and procedures.
• Access the accounting system to monitor accounts, obtain information, and enter inventory updates.
• Process payments and ancillary transactions on collection accounts.
• Run monthly reports on existing accounts for beneficiaries and auditing purposes.
• Utilize various computer software.

The Trust Department Servicing Representative may be assigned additional tasks in support of the department’s goals.



Education & Experience:
Associate degree or equivalent education and experience. Trust, Paralegal, Account Servicing and/or Real Estate file processing experience preferred, but not required.


Skills and Abilities:
• Strong oral and written communication skills
• High level of organization skills and attention to detail
• Ability to multi-task
• Basic knowledge of banking, accounting and account servicing
• Computer skills with working knowledge of the Microsoft Office suite
• Ability to work in fast-paced, variable business setting with new technology and paperless environment
• Self-starter with ability to work independently with little or no supervision, and as part of team

Salary:


Competitive and commensurate with education and/or experience. Benefit package includes 401(k) Matching, Medical, Dental, Vision, and more.

Pioneer Title Agency

Pioneer Title Agency is a family-oriented, local business that cares deeply about Arizona and the communities we serve. Buying or selling a home is a momentous occasion for many people, and we are here to make sure your experience is handled with competence and care.
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