Operations Specialist

Summary

Join Snapdocs, a rapidly growing company revolutionizing the mortgage market, as we expand our product offerings. This remote role involves scheduling mobile notary signing appointments, managing communication, resolving issues, and providing exceptional customer service. You will utilize our order management dashboard, perform quality control, and identify/report discrepancies. Success requires strong communication, problem-solving skills, and the ability to work independently and collaboratively. We offer competitive salaries, excellent benefits, and a flexible work environment.

Requirements

• High school diploma required
• A minimum of 1-2 years of related customer service experience
• Strong written and verbal communication skills
• Ability to learn new computer system applications

Responsibilities

• Perform tasks required to schedule notaries for in-person mobile notary signing appointments including managing communication between parties and updating order details to ensure each signing is completed successfully
• Resolve common issues that occur during the duration of a transaction and escalate when necessary
• Use independent thinking skills while reviewing orders to help prevent work-stopping problems
• Provide white-glove customer service to our customers using our order management dashboard
• Make outbound phone calls when time sensitive situations arise
• Perform quality control activities to ensure that all signings reach the expected touchpoints and help prevent any issues during the lifecycle of an order
• Review document scans to ensure all necessary signatures, initials, dates, etc are present and accurate
• Report any discrepancies or errors found in documents and coordinate with the appropriate team members to rectify them
• Provide helpful feedback regarding our product and processes
• Complete special projects as requested by their supervisor
• Maintain regular and punctual attendance
• Work overtime as assigned
• Work cooperatively with others
• Work in a remote (quiet environment)
• Have a functioning high-speed internet connection
• Comply with all company policies and procedures
• Show up to meetings on time, ready to listen & participate
• Manage a calendar/schedule and raise concerns to managers if there is a conflict

Preferred Qualifications

• Empathetic & patient; has the ability to see things from others perspective, especially when problems arise
• Positive with a natural drive to help people, must be customer service oriented
• Curious and has a learning mindset; eager for feedback
• Ability to multitask, stay focused and self-manage in a fast paced environment

Benefits

• Excellent health, dental, and vision benefits
• 401(k) with up to 4% company match
• 16 weeks paid parental leave (regardless of gender)
• Flexible time off policy
• Flexible spending account for healthcare and dependent care
• Life and disability insurance