Customer Service Representative

Williston Financial Group; Newport Beach (CA); On-site; USD 40,000 - 48,000; Full time

Job summary

Williston-Financial-Group is seeking a detail-oriented, entry-level professional to perform title research, property data analysis, and CMA work from our Newport Beach office. Training will be provided, with a focus on accuracy and timely client service.

You will use DataTrace, TitlePoint, TitleFlex, and other platforms to research ownership, liens, and market trends while supporting brokers, lenders, and investors.

Qualifications

• High school diploma or equivalent required.
• Experience with MS Office Suite.
• College degree in business/finance or related field preferred.
• Entry-level role with training provided.

Responsibilities

• Perform title research and property data analysis.
• Conduct CMA and market research using platform tools.
• Respond to client requests via phone and email.
• Identify potential title issues from public records and GI name searches.
• Generate property data and prospect lists to support business development.
• Maintain accuracy and deadlines while delivering excellent customer service.

Skills

Customer service

Attention to detail

Analytical thinking

Multitasking

Communication

Teamwork

Education

High school diploma or equivalent

College degree in business/finance or related field (preferred)

Tools

MS Office Suite

DataTrace

TitlePoint

TitleFlex

Job description

This position will be onsite at our new location in Newport Beach, CA

WFG 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 Functions:

• Engage 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 Abilities:

• Strong 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 Qualifications:

• High school diploma or equivalent.
• Demonstrated experience with MS Office Suite.

Preferred Qualifications:

• College degree in business, finance or related field preferred.

Supervisory Responsibility:

This position has no supervisory responsibilities.

Work Environment:

This 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/ADA:

No 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 Work:

Days and hours of full-time position are Monday through Friday, 8:00 a.m. to 5 p.m.

Travel:

No travel is expected for this position.