Customer Service Representative

This position will be onsite at our new location in Newport Beach, CA
WFG is seeking a detail-oriented, customer-focused professional to provide title research, property data analysis, market intelligence, and exceptional client service. Our clients include real estate brokers, agents, mortgage lenders, and investors who rely on our research and data services to identify potential title issues, uncover business opportunities, and make informed real estate decisions.
No prior title industry experience required! We are looking for someone who is eager to learn, detail-oriented, comfortable using computers, and enjoys helping others. Training and support will be provided.

Essential Job Functions:

Be part of WFG’s team-oriented culture, embracing our 4 Cs, quality service, and teamwork.
Assist real estate professionals, including agents, brokers, lenders, and investors, with property information and research requests.
Respond to client questions and requests by phone and email in a friendly, professional, and timely manner.
Learn to use company research tools to gather property information, ownership details, and real estate records.
Help prepare property reports, market comparisons, and customized marketing lists.
Research property values, sales activity, neighborhoods, and local market trends.
Provide accurate information while managing multiple tasks and meeting deadlines.
Work closely with team members to support clients and daily operations.

Knowledge, Skills and Abilities:

Strong customer service, communication, and organizational skills.
Excellent attention to detail, analytical thinking, and problem-solving abilities.
Ability to manage multiple tasks and prioritize deadlines in a fast-paced environment.
Basic computer proficiency and willingness to learn new software and research tools.
Previous experience in real estate, title insurance, mortgage lending, or property research is preferred but not required.
Ability to work independently and collaboratively in a team environment.
Willingness to learn, adapt, and develop new skills through training and hands-on experience.

Basic Qualifications:

High school diploma or equivalent.
Demonstrated experience with MS Office Suite.

Supervisory Responsibility:
This position has no supervisory responsibilities.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m.
Travel:
No travel is expected for this position.