Transaction Data Coordinator

Job Description

Job Description

Transaction Data Coordinator

Overview :

The Transaction Data Coordinator position is responsible for accurately opening, reviewing, and setting up new title orders in the system to ensure each file begins with complete and verified information. This role involves entering key data into SoftPro, verifying property and seller details through county resources, assigning the appropriate team members to the file, and coordinating with underwriters and vendors as needed. The position requires strong attention to detail, accuracy in data entry, and the ability to review contract information for correctness. By ensuring each file is properly prepared and documented, the Order Data Entry role supports smooth workflow throughout the title process.

Key Responsibilities :

Order Setup & Data Entry

• Accept new orders into the system and ensure all required documents are received.
• Enter all file information into SoftPro, including contract details, sale price, settlement date, and agent information.
• Create and open new files in SoftPro for orders received outside of CBH or from other business sources.

File Assignment & Coordination

• Assign the appropriate closer, processor, and underwriter to each file.
• Submit necessary information to the underwriter to initiate title work.
• Order tax certificates for SKL files only.

Contract & Document Review

• Review the Agreement of Sale (AOS) to ensure all details are accurate, including names, property address, agents, and county.
• Save all AOS documents, emails, and supporting files to the system for proper documentation.

Property & Seller Verification

• Look up property addresses on the county website to confirm seller names and property details.
• Identify if there are additional sellers not listed on the AOS and confirm accuracy using available resources.
• Search for and save obituaries when needed for files involving deceased sellers.

Quality Control & Accuracy Checks

• Ensure all information entered into SoftPro matches contract and county records.
• Double-check seller names, property details, and file documents for accuracy before passing the file to the next workflow step.
• Maintain compliance with company standards and underwriting requirements.

Please Note: This is a full-time, in-office position located in our Lahaska office.

Remote work is not available.