Operations Specialist – Payoffs
CertifID
contract
Posted on:
Location Type: Remote
Location: Texas • United States
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About the role
- 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
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
- 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
Benefits
- Not sure if you check all the boxes? Apply anyway!
- We know that great talent comes in many forms, and we value potential just as much as experience. If you're excited about this role and believe you can grow into it, we’d love to hear from you. We’re looking for people who are eager to learn, adapt, and solve challenges—so if that sounds like you, don’t let a checklist hold you back!
- Change doesn't happen overnight, and the same goes for us here at CertifID. We PROGRESS collectively and individually as we grow, abiding by our core values. Protect the Customer, Raise the Bar, Operate with Urgency, Grow with Grit, Ride the Wave, Enthusiasm Spreads, Stay Connected, Send It.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
attention to detailcommunication skillstriageprioritizationproblem-solvingpersistenceprofessionalismprocess improvementindependencecustomer support