Note: The job is a remote job and is open to candidates in USA. Snapdocs is transforming the U.S. mortgage market by providing a digital closing platform that connects lenders and title companies. The Operations Specialist will coordinate signing orders, manage customer communications, and resolve issues to ensure a seamless closing experience.
Responsibilities
- Monitor and manage incoming signing orders; review details and special instructions for accuracy and completeness
- Keep order records up to date as changes occur throughout the signing lifecycle
- Apply independent judgment to anticipate potential issues and ensure orders progress smoothly at every stage
- Oversee automated notary assignment and take manual action on hard-to-fill orders, including direct outreach and incentive adjustments when appropriate
- Collaborate with customers to identify flexibility and meet performance targets for assignment speed and fulfillment
- Respond promptly to inbound communications from customers and notaries, providing clear and professional updates
- Escalate urgent matters appropriately and coordinate resolution efforts with internal Support and cross-functional teams
- Make outbound calls to resolve time-sensitive issues quickly and effectively
- Perform follow-up actions when automated reminders are not completed
- Proactively identify risks and intervene to prevent delays or disruptions to the signing experience
- Troubleshoot and resolve common transaction issues; route signing errors and corrections to the appropriate internal teams
- Deliver a positive customer experience even in high-pressure situations
Skills
- High school diploma required
- A minimum of 1–2 years of related customer service experience
- Mortgage, title, or notary industry experience required — a foundational understanding of closing transactions and signing standards is essential to success in this role
- Strong written and verbal communication skills
- Ability to learn and navigate new computer system applications
Benefits
- Excellent medical, dental, and vision coverage
- 401(k) with up to 4% company match
- 16 weeks of paid parental leave
- Flexible Paid Vacation Time Off + 10 Sick Days for exempt roles
- Generous Accrued Paid Vacation Time Off + 10 sick days for non-exempt roles
- Summer & Winter Break (~1-week each) + 9 Holidays per year
- Healthcare and Dependent Care FSA
- HSA Employer Contribution ($75-150 for individuals, $150-$250 for families)
- $15K Family Building Benefit (lifetime limit)
- Life and Disability Insurance
- $1,500 Annual Lifestyle Stipend to support your well-being
Company Overview
Snapdocs is the mortgage industry’s leading digital closing technology provider, automating the interactions between lenders & settlement. It was founded in 2013, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is http://www.snapdocs.com.