Customer Service Representative

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Do you have excellent written and verbal communication skills? Are you looking for a new role in the new year? Dahl Consulting is currently partnering with a leading company in the banking industry. We work one-on-one with great candidates to help connect them with employment opportunities. We are hiring a Customer Service Representative for a contract position! Interested? Get more details below!

Customer Service Representative Main Responsibilities:

  • Maintain excellent written and verbal communication with the customer to obtain all the necessary information to complete daily tasks
  • Researches various document related questions for Document Custody Services clients to ensure the quality of the collateral review and compliance with custodial agreements
  • Lead assigned projects, identify potential issues, problem solve and know when to escalate
  • Reviews mortgage documents, e.g. mortgage notes, endorsements, and riders, deed of trust, title policies, loan assignments, etc., for accuracy and noting exceptions on SOR
  • Data entry, generate reports and deliver to the customer
  • Labeling files, organizing carts, sorting/ filing documents, and completing inventories
  • Operating internal programs for research and activity movements of files and/or documents
  • Communicate with various levels of staff in all areas of the office to promote collaboration
  • Meet deadlines and daily production requirements


Customer Service Representative Key Qualifications:

  • Associates or Bachelor's degree or equivalent work experience in the financial industry
  • Solid and proven customer service skills, including written and verbal (phone or in-person)
  • Strong attention to detail, ability to meet deadlines, adapt to new processes, take direction, work independently but work with leadership and peers
  • Capacity to complete repetitive tasks daily and meet production goals, including deadlines
  • Intermediate to Advanced knowledge of Microsoft applications, including Outlook and Excel (vLookups, Pivot Tables, Charts, etc.)
  • Familiarity with mortgage documents preferred, familiarity with SOR: emBTRUST a benefit
  • Well-developed ability to identify and resolve/escalate problems


Take the first step on your new career path! To submit yourself for consideration this role, simply click the apply button and complete our mobile-friendly online application. Once we've reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225, or start an online chat with us.

Dahl Consulting is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other or other applicable legally protected characteristics.

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More Information on Dahl Consulting
Dahl Consulting operates in the Consulting industry. The company is located in Roseville, MN. Dahl Consulting was founded in 1993. It has 136 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Dental insurance, Vision insurance, Health insurance, Life insurance and 401(K). To see all jobs at Dahl Consulting, click here.
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