Payoff and Reinstatement Clerk

McCarthy & Holthus LLP; Plano (TX); On-site; USD 10,000 - 60,000; Full time

Job summary

Ein etabliertes Unternehmen im Bereich Finanzdienstleistungen sucht einen engagierten Payoff und Reinstatement Clerk, der für die Verwaltung und Verarbeitung finanzieller Informationen verantwortlich ist. In dieser Rolle sind Sie der erste Ansprechpartner für Hausbesitzer und Dritte, unterstützen bei Anfragen und gewährleisten die genaue Nachverfolgung von Finanzdaten. Sie werden Teil eines dynamischen Teams in einem unterstützenden und kollaborativen Umfeld, das Wert auf harte Arbeit und Kreativität legt. Diese Position bietet Ihnen die Möglichkeit, in einem professionellen Umfeld zu wachsen und Ihre Fähigkeiten weiterzuentwickeln, während Sie zur Verbesserung des Kundenerlebnisses beitragen.

Benefits

Leistungsbasierte Boni

Wettbewerbsfähige Vergütung

Robustes Wellness-Programm

PTO (Bezahlte Freizeit)

Flexible Arbeitszeiten

401(k)-Rentenplan mit Unternehmensbeitrag

Elternzeit für Haupt- und Nicht-Hauptpflegepersonen

Qualifications

• Erfahrung in der Verwaltung oder im Kundenservice.
• Starke organisatorische Fähigkeiten und Zeitmanagement.

Responsibilities

• Verwaltung und Verarbeitung finanzieller Informationen.
• Aktualisierung des Status angeforderter finanzieller Informationen.

Skills

Kundenkommunikation

Datenmanagement

Organisatorische Fähigkeiten

Microsoft Office Suite

Education

Abschluss in Verwaltung oder einem verwandten Bereich

Tools

Case Management Systeme

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

1 week ago Be among the first 25 applicants

At McCarthy Holthus, and our affiliate companies, we have years of expertise in representing financial institutions across a wide range of banking law matters, and we’re looking for passionate, driven candidates to join our dynamic team! With offices in Arizona, Arkansas, California, Colorado, Nebraska, Nevada, New Mexico, Oregon, Texas, and Washington, we offer opportunities across multiple locations.

Our workplace is more than just a job – it’s a supportive, collaborative environment where your contributions truly matter. You’ll be part of a team that values hard work, creativity, and dedication, while enjoying a strong sense of community. We offer performance-based bonuses, competitive compensation, and a range of incentives that reward your success. Plus, with generous benefits, enhanced employer contributions, and paid time off, we prioritize your well-being and work-life balance.

A Word From Our Team

"I’ve had the pleasure of working with McCarthy & Holthus for over two years, and I can confidently say it’s been a rewarding journey. The fast-paced environment keeps you engaged and constantly learning, while the small, efficient team handling invoice processing creates a collaborative and supportive atmosphere. If you thrive in an environment where hard work meets tangible results, and where numbers matter as much as innovative solutions, McCarthy & Holthus is the place for you. The balance of challenge and reward here is unparalleled, making it a truly fulfilling place to grow and succeed."

— B. Allen, Invoice Processor

Summary

The Payoff and Reinstatement Clerk will be responsible for managing and processing financial information related to reinstatement and payoff quote requests. This role involves serving as a point of contact for homeowners and authorized third parties, assisting with inquiries and ensuring the timely and accurate tracking of financial data. The Clerk will update and maintain the status of requested financial information in the Case Management system and provide updates to homeowners and clients regarding reinstatement and payoff requests.

Description Of Duties

• Serve as a point of contact for homeowners and authorized third parties, assisting with inquiries related to updated financial figures.
• Request and track financial data through client systems, ensuring accurate and timely processing.
• Update and maintain the status of requested financial information in the Case Management system.
• Provide updates to homeowners and clients regarding the status of reinstatement and payoff quote requests.
• May be asked to perform other tasks as needed to support the team or business. These duties may change based on the company’s needs.
  
  

Experience And Skills

• Experience in administrative or customer service roles with a focus on managing data and client communications.
• Strong organizational and time-management skills with the ability to prioritize tasks effectively.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with case management systems.
• Strong verbal and written communication skills for interacting with internal teams, customers, and external partners.
• Ability to collaborate effectively with team members and contribute to a positive office environment.
  
  

Work Schedule

This is a 100% in office position requiring your physical presence Monday through Friday, with business hours of 8:00 AM to 5:00 PM.

Salary Range

The salary for this position typically ranges from $16.56 - $21.56 per hour, depending on qualifications, experience, and other factors. Please note that the final offer may differ based on the candidate's specific qualifications, skills, and experience, as well as internal equity and business needs.

Benefits

McCarthy Holthus and affiliated companies promote work/life balance with a robust wellness program, PTO, remote work, and flexible schedules (where available). Full-time employees become eligible for benefits following a 30-day waiting period, with benefit offerings that include medical, dental, vision, life, AD&D, EAP, STD, and LTD. Additionally the firm provides parental leave for both primary and non-primary caregivers as well. Also available are voluntary income protection benefits such as supplemental life, accident, critical illness, and short and long-term care insurances, as well as a 401(k)-retirement plan with a company match. Part-time employees may have access to some of these benefits, which may be on a pro-rated basis.

Security Requirement

While performing the duties of this job, the employee is required to ensure the security and confidentiality of all sensitive information, including but not limited to threats or hazards to the security or integrity of sensitive information that could result in any harm or inconvenience to any customer, employee or company.

Work Environment

A corporate office environment with a professional setting, characterized by a quiet to moderate noise level. Employees may work in individual or shared workspaces, with standard office equipment such as computers, printers, and telephones. Occasional meetings, collaborative discussions, and business activities may contribute to variations in noise levels.

Ready to take the next step? Apply now and be part of our thriving team! https://mccarthyholthus.hrmdirect.com/employment/job-openings.php?search=true&&cust_sort1=200442

Notices

The above information on this job description has been described to indicate the general nature and level of work performed by incumbents. Other duties and responsibilities not specifically described may be assigned from time to time, consistent with knowledge, skills and abilities of the incumbent. McCarthy Holthus and our affiliate companies are Equal Opportunity Employers. We are committed to providing a work environment free from discrimination and harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We celebrate diversity and are dedicated to creating an inclusive environment for all employees. McCarthy Holthus and our affiliate companies will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if McCarthy Holthus and our affiliate companies are concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Stands and Enforcement webpage. As part of our commitment to maintaining a lawful and compliant workforce, McCarthy Holthus and our affiliate companies participate in the E-Verify program. All candidates who accept a job offer will be required to complete the E-Verify process to verify their employment eligibility in the United States.

Applications will be accepted by the closing date of 5-28-2025

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

• Industries

  Law Practice

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