C

Cotality

Provides property data insights for lenders

Senior Customer Care Associate - Property Tax

Customer SupportUpdated on Nov 14
Full-time

About the Job

Requirements

  • A high school diploma, GED, or equivalent is required; a college degree is preferred.
  • At least 5 years of experience in an applicable customer support role is required, or relevant education may substitute for experience.
  • At least 3 years of contact center experience is required.
  • Tax, banking, mortgage, real estate, credit, or other financial services industry experience is strongly preferred.
  • Strong written and verbal communication, customer service, and active listening skills are required.
  • Strong problem-solving, critical thinking, and analytical skills, with flexibility to adapt to change, are required.
  • Strong computer skills are required to retrieve, query, and update systems while using multiple screens simultaneously.
  • Organization and time management skills are required to work effectively in a fast-paced, high-volume environment.
  • Typing ability of at least 35 words per minute is required.
  • The ability to work in a structured, high-volume, fast-paced environment while maintaining attention to detail is required.
  • The ability to identify customer issues and appropriate tasks is required.
  • Patience, empathy, and the ability to work collaboratively with others are required.
  • The ability to adhere to the schedule, attendance guidelines, and required deliverables and deadlines is required.

Responsibilities

  • Manage inbound tax inquiries escalated from Tier 1 customer care agents on behalf of the client, acting as an extension of the client.
  • Provide outreach and updates to borrowers through inbound and outbound calls.
  • Consider the end-to-end process when troubleshooting and providing guidance to customers and internal stakeholders.
  • Assist customers professionally and appropriately in resolving issues and answering questions.
  • Accurately support new-hire training, including chat support and side-by-side training.
  • Build product and process knowledge to interact effectively with customers within business guidelines.
  • Identify customer needs, research client systems, and use tools to interpret and analyze data.
  • Use multiple systems, potentially up to 10, to service customer inquiries.
  • Accurately document customer interactions and inquiry discussions according to established processes, and use internal tools for next-level resolution needs.
  • Handle challenging customers effectively and provide accurate solutions and guidance, educating customers where appropriate.
  • Build trust in customer relationships by resolving issues quickly and efficiently and providing extra value when appropriate.
  • Consistently meet or exceed inquiry response times, including client-contractual service levels where applicable.
  • Assist with escalated issues in accordance with business guidelines.
  • Meet personal and team production metrics and quality targets.
  • Adhere to a strict schedule and meet attendance guidelines.

Desired Qualifications

  • Demonstrated knowledge of and experience with Microsoft suite/products.

About the Company

Cotality

Provides property data insights for lenders

Cotality provides property data insights to support lenders, real estate, and financial clients in making smarter property decisions. Its main product use is smart mapping that keeps surveyors aligned with client requirements and generates accurate, lender-compliant reports. The service combines market research, climate resilience data, and risk signals to help users identify opportunities and reduce risks, while training resources like webinars and video guides help clients understand market dynamics and pricing. Cotality differentiates itself by delivering data-driven, lender-focused reporting and practical tools to improve productivity, streamline operations, and address issues like insurance fraud, rather than relying on generic data. The goal is to help clients price, value, and decide on property opportunities more confidently and efficiently.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Irvine, CA
Founded
Not listed

Recently Posted Jobs

Explore more opportunities at Cotality

See more jobs