What You'll Do
- Manage payoff requests from intake through completion with a high degree of accuracy
- Triage incoming orders based on urgency, deal timelines, and external requirements
- Monitor order progress and proactively identify issues that could delay completion
- Follow up with mortgage companies via phone, email, fax, and online systems to obtain payoff amounts
- Navigate varying requirements and response patterns across different institutions
- Persistently and professionally move orders forward, escalating time-sensitive cases when needed
- Provide clear, timely updates to customers (title, escrow, or internal teams)
- Respond to inbound questions and resolve routine issues related to payoff requests
- Set expectations clearly when delays or constraints arise
- Maintain clean, accurate records in internal systems
- Review payoff information for completeness and correctness
- Identify recurring issues, edge cases, or inefficiencies and help improve workflows, documentation, and tooling over time
What We’re Looking For
- Strong attention to detail and comfort managing high-volume, time-sensitive work
- Excellent written and verbal communication skills
- Ability to triage independently and prioritize without constant oversight
- Calm, persistent, and professional when following up with external counterparties
- Interest in improving processes, not just executing them
Nice to Have (Not Required)
- Experience in real estate, mortgage, title, escrow, or financial operations
- Experience in operations, customer support, or back-office roles at a tech-enabled company
Role Requirements
- Must be U.S.-based
- Reliable internet and the ability to work standard U.S. business hours
- Comfortable working in a fast-moving, startup environment
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What We Do
CertifID helps to create a world without wire fraud. Started after our co-founder was hit by fraud – we’re the only company dedicated to fighting fraud for the real estate industry with an identity verification SaaS platform, insurance, and proven recovery services. CertifID helps safeguard billions of dollars every month from fraud and provides peace of mind with direct insurance coverage on every wire it protects.
Why Work With Us
CertifID is a mission-driven company where every team member is a frontline defender against fraud. We operate with GRIT, a set of core values anchored by our commitment to Guard the Customer above all else.
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