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Real Estate Specialist III

Job Description - Real Estate Specialist III

Description

As a  Real Estate Specialist in the Valuation Services Group, you support real estate valuation risk management by coordinating appraisal-related service requests from intake through delivery. You help ensure requests are complete, accurately tracked, and progressed within service timelines while partnering with internal teams and appraisal/review professionals. You will also support invoice processing and vendor payment activities with a strong focus on accuracy, documentation, and confidentiality.

 

Job responsibilities 

  • Process appraisal-related service requests in accordance with established policies and procedures
  • Triage and stage incoming requests to support timely completion and ensure files are complete and accurate before work begins
  • Partner with internal business teams to support timely handling of requests for individual transactions and portfolios
  • Track request status and workflow progress, maintaining accurate and timely updates in queue and workflow tools
  • Identify quality or completeness issues, document findings, and coordinate next steps to keep work moving
  • Process invoices to support complete accounting records and timely vendor payments
  • Troubleshoot routine issues and escalate complex or unusual items to the appropriate parties for resolution
  • Promote a client- and service-oriented culture by proactively addressing internal stakeholder needs
  • Gather feedback from appraisal/review partners and stakeholders to improve service quality and turnaround times
  • Learn and stay current on applicable policies, procedures, and operational workflows to improve accuracy and consistency
  • Contribute to projects and process improvement initiatives aligned to your skills and experience

 

Required qualifications, capabilities, and skills 

  • Demonstrated experience in loan production support (residential or commercial) and/or appraisal or valuation operations support 
  • Working knowledge of appraisal/valuation terminology and end-to-end workflow 
  • Experience managing work through shared queues and workflow tools, including timely progression and accurate status updates
  • Ability to manage multiple concurrent requests across multiple systems while maintaining accuracy and attention to detail
  • Ability to execute well-defined processes in a fast-paced environment with limited supervision
  • Strong written and verbal communication skills, with the ability to communicate professionally with stakeholders at all levels
  • Demonstrated ability to work effectively in a team-based, shared-service operating model
  • Strong time management and prioritization skills, with the ability to meet service targets and reprioritize as deadlines shift
  • Demonstrated understanding of confidentiality and appropriate handling of sensitive information
  • Sound judgment to identify exceptions, document issues, and escalate when required
  • Experience using appraisal management and/or valuation workflow systems
  • Proficiency with Microsoft Office (Excel, Outlook, Word) and SharePoint.
  • Familiarity with appraisal governance concepts such as independence, review discipline, and policy adherence
  • Experience supporting operational process improvements 
  • Experience supporting invoice processing, vendor onboarding, and/or accounts payable workflows or systems

 



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