This is a remote position.
The Customer Service Liaison is the primary point of contact for client inquiries and order updates. Youll manage inbound requests coordinate with appraisers and internal teams communicate timelines and ensure a smooth experience from order intake to report delivery.
Key Responsibilities
Serve as front-line contact for clients via phone and email; provide clear timely updates on order status.
Intake new orders; confirm scope timelines access details and documentation requirements.
Coordinate scheduling with appraisers and property contacts; track milestones and follow up proactively.
Resolve routine issues (missing documents access conflicts timeline changes) and escalate when needed.
Document all interactions in the CRM; maintain accurate notes and next steps.
Prepare client-facing summaries and delivery confirmations; ensure on-time report handoff.
Collect and route client feedback; identify trends and recommend process improvements.
Partner with Operations and Quality teams to maintain service standards and SLAs.
Requirements
1 years in a client service account coordination scheduling or operations support role.
Clear written and verbal communication; confident professional phone presence.
Strong organization and follow-through across multiple concurrent orders.
Proficiency with CRM/ticketing tools and Microsoft/Google office suites.
Required Skills:
Excellent communication and interpersonal skills Strong problem-solving abilities Ability to multitask and prioritize tasks effectively Previous customer service experience preferred Proficiency in Microsoft Office and CRM software
Required Education:
Qualifications:High school diploma or equivalentCustomer service certification a plusFluency in English and Spanish a bonus
This is a remote position.The Customer Service Liaison is the primary point of contact for client inquiries and order updates. Youll manage inbound requests coordinate with appraisers and internal teams communicate timelines and ensure a smooth experience from order intake to report delivery.Key ...
This is a remote position.
The Customer Service Liaison is the primary point of contact for client inquiries and order updates. Youll manage inbound requests coordinate with appraisers and internal teams communicate timelines and ensure a smooth experience from order intake to report delivery.
Key Responsibilities
Serve as front-line contact for clients via phone and email; provide clear timely updates on order status.
Intake new orders; confirm scope timelines access details and documentation requirements.
Coordinate scheduling with appraisers and property contacts; track milestones and follow up proactively.
Resolve routine issues (missing documents access conflicts timeline changes) and escalate when needed.
Document all interactions in the CRM; maintain accurate notes and next steps.
Prepare client-facing summaries and delivery confirmations; ensure on-time report handoff.
Collect and route client feedback; identify trends and recommend process improvements.
Partner with Operations and Quality teams to maintain service standards and SLAs.
Requirements
1 years in a client service account coordination scheduling or operations support role.
Clear written and verbal communication; confident professional phone presence.
Strong organization and follow-through across multiple concurrent orders.
Proficiency with CRM/ticketing tools and Microsoft/Google office suites.
Required Skills:
Excellent communication and interpersonal skills Strong problem-solving abilities Ability to multitask and prioritize tasks effectively Previous customer service experience preferred Proficiency in Microsoft Office and CRM software
Required Education:
Qualifications:High school diploma or equivalentCustomer service certification a plusFluency in English and Spanish a bonus
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