About the Role

Title Guaranty is hiring a Client Onboarding Coordinator to be the front-end point of contact for new title and escrow requests while also owning key internal business functions tied to pipeline tracking, revenue accuracy, and operational reporting.

This role is ideal for someone who enjoys customer service and professional client interaction. If you’re organized, confident in communicating with professionals, and you like roles where your work creates measurable results, we’d love to meet you.

What You’ll Do

Client Onboarding & Intake

• Receive new title and escrow requests and confirm required information is complete
• Open new files and send onboarding communications and next-step instructions
• Gather information from agents, lenders, attorneys, buyers, sellers, and other stakeholders
• Ensure all intake details are captured accurately from the beginning
• Analyze service requests and make product recommendations
• Follow up on missing items to keep requests moving

Customer Service & Product Guidance

• Answer questions about our services, process steps, timelines, and requirements (training provided)
• Communicate clearly and professionally by phone, email, and in person
• Provide updates so clients and partners always know what’s next
• Escalate complex questions appropriately while owning follow-through

Revenue & Fee Quality Control (Internal)

• Verify correct service selections and fee items are logged on each file
• Maintain a checklist to ensure key billing elements are not missed
• Track invoice/payment status by file (as applicable to our process)
• Identify missing charges or inconsistencies and flag for correction
• Maintain a monthly internal log of revenue leakage risks (missed fees, exceptions, overrides)

Pipeline Metrics & Weekly Reporting (“Closings Board”)

• Track open files, stage of progress, and expected closings
• Produce weekly reporting on active files for leadership teams.
• Identify bottlenecks and recurring delays
• Maintain a dashboard that leadership can use to forecast workload and revenue

Process Improvement

• Help refine scripts, templates, and onboarding workflows
• Recommend improvements that reduce confusion and internal rework
• Strengthen consistency in how requests are captured and tracked

What We’re Looking For

Required

• Strong customer service experience (phone/email/in-person)
• High attention to detail and strong follow-through
• Comfort working with numbers and checklists (accuracy-focused, not heavy accounting)
• Excellent written and verbal communication
• Comfort using digital tools (spreadsheets, email, CRMs, or task systems)

Preferred (Not Required)

• Experience in real estate, escrow, banking, lending, legal admin, or office operations
• Experience tracking pipelines, reporting metrics, or managing workflows
• Familiarity with billing/invoicing or fee tracking

(We provide training on our workflow, services, and systems.)

Skills That Help You Thrive Here

• Clear communication and professionalism
• Strong organization and prioritization
• Accountability and consistency
• Comfort tracking details across multiple files
• Ability to spot problems early and take initiative to resolve them

What Success Looks Like

Within your first 60–90 days, you will:

• Onboard new requests confidently and reduce intake errors
• Maintain a clean pipeline dashboard leadership can trust
• Identify and prevent revenue leakage by catching missed fee items early
• Improve efficiency by flagging recurring bottlenecks
• Provide a smooth, reliable experience for clients and referral partners

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance

Work Location: In person

Pay: $11.00 - $15.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Work Location: In person