Posted 1 month ago
Trust Department Servicing Representative - Maricopa Main
AI Summary
A Trust Department Servicing Representative sets up and maintains trusts, assists with deed preparation and document review, and processes payments and account updates for seller‑carryback and private loans.
About this role
WHAT WE DO: Pioneer Title Agency provides title insurance, escrow, account servicing, trustee sales, and builder-related trust services to our customers through over 70 branches across Arizona.
WHO WE ARE: Pioneer Title Agency is more than just a family -owned business – we are a business made up of dozens of actual families and hundreds of friends whose relationships and real estate expertise predate our official founding in 1985. Not only are we passionate about our customers, we also strive to support the growth of our employees and the causes that are important to them. We are a local business that cares deeply about Arizona and the communities we serve.
Description:
This position works as a member of the Trust Department, setting up and maintaining trusts and servicing seller carryback and private loans. Successful candidates are dependable, cooperative, diligent, detailed, disciplined, and have excellent customer service skills.
Typical duties of the position may include:
• Represents the company through interactions with customers, beneficiaries and additional related parties.
• Assist Trust Officers with deed preparation, document review, and trust record maintenance.
• Perform administrative tasks related to collection accounts by reviewing new sale contracts, and setting up new accounts according to company policy and procedures.
• Access the accounting system to monitor accounts, obtain information, and enter inventory updates.
• Process payments and ancillary transactions on collection accounts.
• Run monthly reports on existing accounts for beneficiaries and auditing purposes.
• Utilize various computer software.
The Trust Department Servicing Representative may be assigned additional tasks in support of the department’s goals.
Requirements
Education & Experience:
Associate degree or equivalent education and experience. Trust, Paralegal, Account Servicing and/or Real Estate file processing experience preferred, but not required.
Skills and Abilities:
• Strong oral and written communication skills
• High level of organization skills and attention to detail
• Ability to multi-task
• Basic knowledge of banking, accounting and account servicing
• Computer skills with working knowledge of the Microsoft Office suite
• Ability to work in fast-paced, variable business setting with new technology and paperless environment
• Self-starter with ability to work independently with little or no supervision, and as part of team
Salary:
Competitive and commensurate with education and/or experience. Benefit package includes 401(k) Matching, Medical, Dental, Vision, and more.
Skills
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