Thoroughbred Title Services Jobs in Usa

Job Summary:

Position will primarily support the program administrators by preparing, facilitating, recording, and compiling meeting minutes for the HUD Capacity Building Grant Coalition.

Additional duties may include assisting with scheduling, follow-up communications, and organizing related documentation.

Ability to work independently and manage time effectively, prior experience supporting public health or government programs is a plus.

We are looking for someone with strong Project Management skills.

Essential Functions

• Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
• Monitors, evaluates, collects and analyzes program data. Provides technical assistance and recommends course of action.
• Prepares interpretative reports of program goals and objectives, provision of services and programs/services ability to meet standards and regulations.
• Participates in developing policies, regulations, forms, proposal requests, implementing new procedures, monitors, develops, reviews, updates, negotiates contracts, and/or prepares grant applications.
• Analyzes problems, applies policy to problem situations, responds to requests for information and questions regarding services.
• Assists as consultant, coordinator/liaison for special programs and/or projects.
• Assesses impact of proposed rules on current operations financially and programmatically.
• May supervise professional staff engaged in monitoring functions, special projects and/or clerical staff performing record keeping functions.

JOB REQUIREMENTS

Applicants must have education, training and/or experience demonstrating competence in each of the following areas:

1 . Three years' experience in health or human services work such as applying theories, principles, laws and practices of health or human services programs and services that assist with and improve life for individuals, families, or communities such as financial support, employment, unemployment, housing, health care, disease preventlon, substance abuse, child protective services.

2. Six months experience in health or human services program administration such as overseeing and directing the development, implementation and evaluation of health or human services programs and services; planning and establishing short- and long-range program goals and objectives. Providing advice to other agency organizational units through consultation.

3. Six months experience in developing policies or procedures.

4. Six months experience in interpreting laws, rules, regulations, standards, policies, and procedures.

5. Six months experience in narrative report writing.

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‐signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‐management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‐service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‐oriented office environment
• Familiarity with financial industry compliance standards is a plus

Clayton Services is searching for a Title Clerk to join a thriving company in Houston, Texas. The Title Clerk will be responsible for accurately processing vehicle and equipment title transactions while maintaining strict organization and confidentiality.

Job Type: Direct Hire

Pay Rate: $48,000-$50,000/year

Benefits: Medical, dental, vision, PTO, and more.

Title Clerk Responsibilities:

• Process new and used vehicle titling in a timely and efficient manner
• Process vehicle state transfer transactions accurately and efficiently
• Complete annual registration and plate renewals for all states
• Maintain physical custody of vehicle titles and equipment UCC filings
• Provide weekly status reports on all incomplete titling transactions
• Maintain a high level of organization and confidentiality
• Adhere to all company policies, procedures, and standards
• Other duties as assigned

Title Clerk Skills and Abilities:

• Strong attention to detail and excellent organizational skills
• Ability to prioritize multiple and changing assignments
• Self-motivated, reliable, and professional interpersonal skills
• Proficiency in Microsoft Word, Excel, Outlook; strong accounting skills preferred

Title Clerk Education and Experience:

• Three (3) or more years of experience in a professional office environment handling vehicle and equipment title transactions

Title Clerk - Immediate need. Apply today!

At Edina Realty Title, every closing represents a milestone—keys exchanged, dreams realized, and new chapters begun. As a Senior Title Closing Processor, you’ll play a vital behind-the-scenes role in making those moments seamless and stress-free. Your expertise, precision, and collaborative spirit will help ensure every transaction is prepared with care and ready for a successful closing day. This position is fully onsite working Monday through Friday from 8am-5pm in our Woodbury, MN office. We’re looking for a knowledgeable, detail-driven professional to join. In this role, you’ll work side-by-side with closers, lenders, production staff, and real estate agents—serving as a trusted partner throughout the closing process.

About the Role

The Senior Title Closing Processor is responsible for preparing complete, accurate, and compliant closing files that are ready to be reviewed and signed at the closing table. You’ll manage multiple transactions at once, proactively resolve issues, and ensure every detail aligns before closing day arrives. Your work helps create confidence—for our clients, our partners, and our closing team.

What You’ll Do

• Prepare, review, and balance Closing Disclosures, settlement statements, and all documentation required for real estate and mortgage closings.
• Ensure all transactions follow proper procedures, compliance standards, and internal best practices.
• Review lender and recording packages for accuracy and completeness; make corrections as needed.
• Monitor open transactions, ensuring all required items are ordered, received, and accurate—including payoffs, abstracts, title evidence, reports, and mortgage documentation.
• Identify, research, and help resolve title issues prior to closing.
• Ensure proper accounting and handling of escrow funds.
• Collaborate closely with closers, lenders, agents, and internal teams to keep transactions moving forward smoothly.
• Maintain organized, well-documented files while managing multiple deadlines and priorities.
• Provide excellent internal and external customer service throughout the transaction lifecycle.
• Assist with additional duties or special projects as assigned.

What You Bring

Education

• High school diploma or equivalent work experience and knowledge.

Experience

• 2–5 years of experience in real estate, mortgage, or title processing.

Knowledge & Skills

• Strong computer proficiency and ability to work with multiple systems.
• Clear and effective oral and written communication skills.
• Exceptional attention to detail with strong organizational skills.
• Ability to work efficiently under deadline pressure while managing multiple transactions.
• Strong analytical and problem-solving abilities with a solid aptitude for numbers.
• Self-motivated, dependable, and customer-service focused.
• A collaborative mindset with the ability to thrive in a team-oriented environment.
• Ability to prioritize tasks and adjust quickly in a fast-paced setting.

Additional Details

• Occasional additional hours may be required during peak periods.
• Willingness to travel, if needed.
• Position may require obtaining or maintaining a title license.

Why You’ll Love Working Here

At Edina Realty Home Services, we believe great work happens in an environment built on trust, respect, and collaboration. Our employees enjoy a supportive, fun, and flexible workplace where leadership is approachable and new ideas are welcomed. We proudly uphold the values of honesty, integrity, and commitment, established by our founder Emma Rovick in 1955—and we’re honored to have been consistently named a Star Tribune Top Workplace.

Compensation & Benefits

• Hourly Wage: $21.00–$25.00 (based on education and experience)
• Incentive Opportunity: Formula-based incentive plan tied to financial results
• Benefits Package Includes: Medical, Dental, and Vision Insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Life Insurance
• Paid Time Off (PTO)
• 401(k) with employer match
• Employee Assistance Program (EAP)

Equal Opportunity Employer

• 
  
• Match client invoices to timecards and review client invoicing for accuracy
  
• Submit Invoices to debtors
  
• Research and advise customers of discrepancies to determine what course of action customers want Advance to take
  
• Work with CSRs and Team Leads to resolve invoicing issues
  
• Other duties as assigned
  

• 
  
• Invoices are correct Invoices are mailed in a timely manner
  
• Error rate stays within acceptable standards
  
• Timely follow up on exceptions and timely notification of management
  
• All duties are implemented in a manner to support company policies and procedures and enhance teamwork
  
• Timely and accurate completion of tasks is maintained in organized effective and positive manner
  
• Work environment/dynamics typical work will be conducted indoors
  
• Occasional travel to complete required training may be required
  
• Workdays and hours will be dictated by current needs
  
• Advance will provide all necessary work tools to perform job
  

• 
  
• High School diploma or equivalent
  
• Previous invoicing/billing experience preferred
  
• Understanding of basic accounting principles including payroll payroll taxes A/P A/R and cash posting a plus
  
• Must be detail oriented customer focused proactive and able to work under pressure
  
• Excellent organizational and time management skills
  
• Excellent oral and written communication and interpersonal skills
  
• Ability to use multiple types of software including MS Office and proficiency in basic office equipment
  

• 
  
• Duties are listed based on the estimated % of time. Other responsibilities may be assigned.
  
• Performs detailed verification and validation of payroll and billing data, identifying discrepancies, investigating root causes, and ensuring accurate processing.
  
• Provides timely, professional, and analytically sound responses to client inquiries, using critical thinking and subject?matter expertise to resolve issues related to payroll, billing, and funding processes.
  
• New customer set up and data entry.
  
• Maintains multiple interconnected customer databases with a high degree of accuracy, ensuring data integrity across payroll, billing, and funding systems.
  
• Updates customer folders with changes to reflect current week's payroll and billing instructions.
  
• Processes credits/rebills.
  
• Advises clients on optimizing their payroll and billing reporting workflows, applying problem?solving skills to identify inefficiencies and implement more effective processes.
  
• Delivers ongoing training and technical support to clients, explaining system functions, troubleshooting software issues, and guiding users through complex payroll and billing scenarios.
  
• Timely transmission of accounting and payments reports such as wires, ACH, and A/R credits/debits.
  
• Proactively identifies potential risks, recurring issues, and process breakdowns; analyzes root causes and escalates concerns with recommended solutions.
  

• 
  
• Act with uncompromising integrity.
  
• Provide outstanding service and build trusted relationships.
  
• Drive innovation in our products and services and continually improve our processes.
  
• Work in partnership and support each other.
  
• Be personally accountable and deliver on commitments.
  
• Treat each other with respect and dignity.
  

• 
  
• Consideration may be given to a candidate with a degree in lieu of experience.
  

• 
  
• Education Level Academic Concentration/Major
  
  Req/Preferred
  
• Bachelor's Degree, Accounting or related field, Preferred
  

• 
  
• Excellent organizational and time management skills.
  
• Excellent written and verbal communication skills in an environment with a high volume of calls and emails
  
• Ability to use multiple types of software including MS Office and proficiency in basic office equipment.
  
• Strong understanding of accounting principles and the ability to interpret payroll, tax, A/P, A/R, and cash posting data to resolve discrepancies.
  
• Ability to understand relationships of data in multiple databases and good with numbers, particularly reconciling differences.
  
• Must demonstrate meticulous attention to detail, accuracy under pressure, and the ability to manage high volume workloads without compromising quality.
  
• Exceptional critical Thinking and problem-solving skills, with the ability to evaluate issues, determine root causes, and implement effective solutions independently.
  
• Strong technical aptitude and ability to quickly learn and navigate multiple payroll, billing, and funding platforms, as well as Excel and other MS Office tools.
  

Must Have

• 
  
• 1099-S,Account Audits,Accounting,Accounting Journal Entries,Account Management,Account Reconciliations,Accounts Payable (AP),Accounts Payable Operations,Accounts Payable Process,Accounts Receivable (AR),Accounts Receivable Processing,Accruals,Ad Hoc Reporting,Aging Reports,Asana (Software),Audit Preparations,Audit Reporting,Audit Support,Automatic Clearing House (ACH) Processing,Balance Sheet Account Reconciliations,Balance Sheets,Bank Deposits,Bank Reconciliations,Bill Drafting,Billing,Billing Dispute Resolution,Billing Process,Billing Systems,Business-to-Business (B2B),Business-To-Business (B2B) eCommerce,Cash Allocation,Cash Application,Cash Flow Forecasting,Cash Management,Cash Operations,Cash Reconciliations,Chargeback,Check Processing,Claims Processing,Commission Accounting,Commission Analysis,Commission Reporting,Communication,Conflict Resolution,Credit,Credit Analysis,Credit Card Operations,Credit Card Processing,Credit Card Reconciliations,Customer Billing,Customer Reconciliation,Data Reconciliation,Debt,Dispute Management,Distribution Logistics Management,E-Commerce,Ensure Compliance,Enterprise Resource Planning (ERP),Financial Accounting,Financial Close,Financial Closings,Financial Processing,Full Cycle Accounts Payable,General Ledger Coding,Generally Accepted Accounting Principles (GAAP),Google Workspace,Insurance Claim Handling,Intercompany Accounting,Internal Auditing,International Procurement,Interpersonal Communication,Intuit QuickBooks,Inventory Management,Inventory Planning,Invoice Processing,Invoices,Loan Amortization,Mathematical Calculations,Microsoft Office,Mining,Monthly Close Process,Negotiation,Networks,Odoo,Office Equipment,Operations Support,Oracle Netsuite,Oral Communications,Order Processing,Payment Handling,PayPal,People Management,Pivot Tables,Procurement,Project Proposal Writing,Purchase Orders,Real Estate,Reconciliations,Reporting Management,Report Preparation,Reports Analysis,Revenue Recovery,Sales,Sales Compensation,Sales Order Processing,Sales Orders,Sales Process,Sales Reporting,SAP Data Entry,SAP NetWeaver,Self-Starter,Shipping,Shopify,Slack Software,Spanish Language,Standard Operating Procedure (SOP),Teamwork,Trial Balances,Variance Reporting,Vendor Billing,Vendor Evaluations,Vendor Reconciliation,VLOOKUP Function,Warehouse Inventory Management,Write Offs,Writing
  
• Ability to navigate multiple databases and systems simultaneously
  
• Demonstrated ability to maintain accuracy under tight deadlines
  
• Proficiency with payroll and billing systems
  
• Strong critical?thinking skills to diagnose and resolve complex client issues
  
• Strong data integrity skills, including verifying, validating, and documenting client updates
  
• Strong Microsoft Excel skills (sorting, filtering, formulas, data validation)
  

Nice To Have

• 
  
• Ability to troubleshoot common system issues and guide clients through platform workflows
  
• Understanding of accounting principles relevant to payroll, A/P, A/R, and cash posting
  
• Working knowledge of payroll processes, earnings, deductions, and employer taxes