Manager, Client Services

Overview:

Essential Duties and Responsibilities

• Coordinate preparation of assignment and lien release documents based on client instructions, internal templates, and jurisdictional requirements.
• Coordinate signature processes for clients, internal signatories, and third parties, ensuring timely execution.
• Facilitate and track finalized documents to appropriate recording authorities and monitor recording status through completion.
• Resolve recording rejections or discrepancies by coordinating with internal teams and external agencies.
• Maintain accurate documentation logs, tracking all stages of preparation, signing, and recording.
• Communicate professionally with clients regarding document status, requirements, and timelines.
• Ensure all documents are stored, archived, and managed in accordance with company policies and retention standards.
• Collaborate with legal, compliance, and operations teams to support process improvements and ensure adherence to regulatory guidelines.
• Prepare periodic reports on assignment activity, turnaround times, and compliance metrics for management review.

Required Qualifications

• Minimum of 2–4 years of experience in document preparation, legal documentation, title/recording operations, or a related administrative field.
• Demonstrated ability to review and process detailed documentation with a high degree of accuracy.
• Strong organizational and time‑management skills with the ability to manage multiple assignments simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with document management systems, CRM platforms, and digital signature tools.
• Ability to work independently while maintaining strong collaboration with cross‑functional teams.
• Commitment to confidentiality, compliance, and professional integrity.

Preferred Qualifications

• Experience in real estate, financial services, legal services, or related regulated industries.
• Knowledge of county and state recording requirements and document compliance standards.
• Familiarity with multi‑party signature workflows and regulated documentation processes.
• Prior experience working in a client‑facing role within a process‑driven environment.

What we offer

• 
  Competitive payrates based on skills and experience
• Extensive benefits package : Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts
• Rest and relaxation: Paid holidays and generous PTO based on tenure
• Community and Philanthropy: Paid volunteer time
• Paid Maternity and Parental Leave
• Contribute to your future: 401K plan and robust continuous learning opportunities
• Work Perks Program: Access to discounts that help save money in your daily life

Is this the ideal location for you?

Mortgage Connect is committed to offering a flexible work environment for this role. This is a remote role , meaning you have the flexibility to work from home. (Remote work is subject to Mortgage Connect’s remote work policy and business needs.)

Who we are

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “The 5C’s”: Connect , Collaborate , Communicate , Care , and Celebrate . We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.

All onboarding employees will be required to complete a pre-employment background check and drug screening.

We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact [email protected]