June 3, 2021

Account Servicing Representative

This is a customer service position that works as a member of the Account Servicing team, with an emphasis on assisting the trustee sales department.  Successful candidates are dependable, cooperative, diligent, detailed, disciplined, and have excellent customer service skills.

Typical duties of the position may include:

  • Setting up new accounts and processing requests and changes.
  • Managing multiple tasks including answering customer calls, requests, and inquiries.
  • Processing payments, paid accounts, and lien releases.
  • Maintaining impound accounts for taxes and insurance.

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

Skills and Abilities:

  • Strong oral and written communication skills
  • High level of organizational skills and attention to detail
  • Basic knowledge of banking, accounting, and escrow
  • Basic computer skills with working knowledge of the Microsoft Office suite
  • Ability to work in fast paced, constantly changing business setting with new technology and paperless environment
  • Ability to work independently with little or no supervision, as well as in a team
  • Spanish speaking a plus

Competitive and commensurate with experience, plus a robust benefits package.

Application Process:
Please submit an application, cover letter, and detailed resume, to personnel@ptaaz.com. Please include “SV Account Servicing” in the subject line.

Position Bulletin (Shareable/Printable PDF)

To apply for this job email your details to personnel@ptaaz.com