Real Estate Servicing Specialist - Documents

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

The Real Estate Servicing Specialist (Documents) is responsible for managing and processing documentation related to paid-off loans, responding to legal requests, and serving as a liaison with title companies. This role requires strong attention to detail, organizational skills, and the ability to handle sensitive information with discretion.

• Coordinate the ordering of custodial documents for paid-off loans, ensuring timely retrieval from custodians, accurate documentation, and proper distribution to internal teams or members as required. 
• Responsible for processing satisfaction requests related to paid-off loans, including preparing and submitting necessary documentation to release liens.
• Act as a liaison for miscellaneous requests, including Partial Releases, Easements and ARM Resets. Responsible for gathering required documentation, maintaining clear communication with members, and working closely with internal teams to support timely and accurate decision-making.
• Oversee a high-volume inbox, ensuring all incoming requests and communications are reviewed, prioritized, and addressed promptly.
• Manage relationships with title companies, serving as the primary point of contact for inquiries and requests. Facilitate timely communication, coordinate document exchanges, and ensure accurate and efficient handling of title-related matters to support loan servicing and member transactions.
• Handle member requests promptly and effectively to support a seamless and positive member experience. Monitor incoming requests, prioritize appropriately, and coordinate follow-up actions to support resolution and satisfaction.
• Receive, sort, and distribute incoming mail and packages to appropriate departments or individuals.
• Perform scanning and indexing of documents to ensure accurate digital recordkeeping and easy retrieval within the document repository.
• Assist with various tasks outside core responsibilities as directed by management, contributing to overall team efficiency and adaptability.

• High School Diploma or GED.
• 2 years of customer service experience in a banking or financial setting.
• Must have notary license or be willing to obtain.
• Must have experience with Microsoft Office and Adobe.

The estimated salary for this role is $21.78 to $25.59 per hour. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.)

Along with a comprehensive benefit package, we offer:

• Competitive 401k
• Tuition reimbursement
• Flexible work options
• Volunteer opportunities
• Water Cooler Chats with executive teammates
• Clubs & Sports
• Food truck days

….and more!

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.

We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024. 

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.