Customer Service Representative

Description

Trueline provides all types of residential, commercial, construction, and ALTA/NSPS surveys and lien searches, with a commitment to accurate and timely delivery to our clients. Our surveys provide an essential component for real estate-type transactions involving buyers and sellers, title companies, lenders, attorneys, and real estate agents. Trueline is a Joint Venture between Exacta Land Surveyors and Anywhere Integrated Systems.

We are seeking a detail-oriented, self-motivated Customer Service Representative to manage the full lifecycle of incoming survey orders — from intake and vendor assignment through delivery and client communication.

Position Responsibilities

• Monitor and process incoming order files on an hourly basis, uploading and      entering orders into the order management system
• Assign survey orders to appropriate vendors based on geography and capacity
• Communicate order confirmations, status updates, and deliverables to clients primarily via email
• Review completed survey deliverables for accuracy prior to client delivery; identify and resolve errors
• Respond to client inquiries regarding quotes, order status, and corrections
• Process order cancellations according to established procedures
• Generate and distribute monthly client statements
• Escalate complex or non-routine issues to the appropriate internal contact
• Perform light accounting tasks, including bill entry and vendor information coordination

Position Schedule & Reporting

This is a remote position, preferably with a candidate located in OH. Hours are M-F, 8-5.

Requirements

Requirements

• High school diploma or GED required; Associate's or Technical degree or higher preferred 
• 2+ years of customer service experience required; 5+ years preferred 
• Strong attention to detail with the ability to maintain accuracy at volume 
• Comfortable with repetitive, process-driven workflows and able to balance competing demands without losing sight of client expectations 
• A positive, flexible, solutions-oriented approach to the work — someone who stays composed under pressure and is genuinely committed to client service 
• Self-directed and able to manage a high-volume queue with minimal supervision 
• Clear written and verbal communication skills; able to respond to questions professionally and knowledgeably 
• Proficient in Microsoft Office (Outlook, Word) and comfortable learning new software and cloud-based tools independently 
• Experience with order management, CRM, or other job-related technology a plus 
• Experience in real estate, title, or survey industries a plus 
• Familiarity with lien search orders and estoppel reports a plus 
• Valid driver's license and appropriate automobile insurance may be required

Company Benefits

• Medical, dental, and vision insurance
• Company-sponsored life and disability insurance
• Voluntary benefits — accident, critical illness, life, short- and long-term disability
• Health  savings account
• 401(k) with company match
• Seven paid holidays per calendar year
• Paid time off
• Childbirth recovery leave

Trueline provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.