Title Customer Specialist jobs in United States
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Citizens · 23 hours ago

Title Customer Specialist

Citizens is a banking institution dedicated to enhancing client experiences, and they are seeking a Title Customer Specialist to help establish a new vertical. The role involves facilitating onboarding and servicing processes while maintaining expertise in operational capabilities and providing exceptional support across the organization.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Deliver professional customer service for onboarding, servicing, and daily operations related to Title Deposits and Products
Facilitate, monitor and validate onboarding and servicing processes for Title products, maintaining expertise in operational capabilities, systems, and products, and managing tickets and cases for Core Ops teams; facilitating post-execution documentation, sending welcome letters with wiring instructions, and enabling portal enrollment and setup; addressing exception requests, managing mailboxes for sales and service teams, and channeling requests for amendments, disbursements, triggering, termination, and ops exception requests
Reporting and communication management for escalation, customer concerns and product optimization. Listening to and communicating feedback from our clients will allow us to identify new products, new services and better ways to deliver payments. Reporting and tracking defects to delight our customers and provide clear feedback to our operations partners. Build and maintain reporting provides transparency to track speed of implementation, value of increased deposits as well as customer issues

Qualification

Operations managementAnalytical skillsCommunication skillsSalesforceMicrosoft Office SuiteTreasury servicesTitleEscrowInterpersonal skillsProblem-solving skills

Required

Bachelor's degree in business administration, Finance, or a related field
Proven experience in operations management, preferably within the financial services industry
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Proficiency in relevant software and systems (e.g., Salesforce, Microsoft Office Suite)

Preferred

Advanced degree or certification in a related field
Knowledge of treasury services and entitlements
Knowledge of Title and Escrow industry

Benefits

Competitive pay
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Company data provided by crunchbase