Clerical Lead

Description

The Appraisal Clerical Lead is responsible for overseeing clerical functions within appraisal projects, ensuring quality and accuracy in data entry and project tasks. This role may include directly or indirectly managing and guiding clerical staff, assigning work, and performing advanced data entry on intermediate-level appraisal projects. While the position may or may not involve direct supervision of staff, it also requires significant independent responsibility for mentoring, training, and supporting data entry efforts. The Appraisal Clerical Lead serves as an advanced knowledge resource for appraisal terminology, clerical project flow, and software systems, ensuring accurate and timely completion of clerical and data entry functions. They also assist in resolving discrepancies in property data and perform quality control checks, contributing to successful project execution. The Appraisal Clerical Lead plays a critical role in ensuring the success of clerical and data entry tasks for appraisal projects. By maintaining production standards, training staff, and ensuring accuracy in data processing, this role directly contributes to the overall success and quality of appraisal services. The Lead may supervise a small team and provide essential support for field staff and project managers.

Responsibilities

• Perform advanced data entry tasks and lead critical phases of appraisal projects.
• Supervise, mentor, and develop clerical/data entry staff, ensuring the quality and accuracy of their work.
• Assign and review work for clerical staff, ensuring deadlines and production goals are met.
• Assist with training clerical team members, developing personnel through coaching, feedback, and performance evaluations.
• Maintain production logs, reports, and records, such as field production logs and data entry control logs.
• Verify the accuracy of data entered into appraisal systems, performing quality control checks and resolving discrepancies.
• Collaborate with field staff to resolve discrepancies in property sketches, system records, and other project-related data.
• Assist in basic property valuation and review work, verifying property data and entering information into appraisal systems.
• Maintain knowledge of appraisal terminology, county regulations, and project processes to guide others and ensure compliance.
• Act as a liaison with clients, property owners, and the public, handling inquiries and resolving issues related to property data and appraisal processes.
• Occasionally travel to meet project needs or address field-related concerns.
• May assist with interviewing, selecting, and onboarding clerical team members.
• Demonstrate adherence to company policies, including safety, ethics, equal employment opportunity, and anti-harassment guidelines.
• Performs other duties of a similar nature, as assigned.
• Ensure adherence to company policies, including safety and ethical guidelines. Directly or indirectly lead Data Entry team members.
• Perform and review basic to advanced data entry tasks.
• Lead process improvement initiatives to streamline clerical workflows and data accuracy.
• Research and resolve complex data issues involving root cause analysis.
• Maintain a working knowledge of client regulations and project-specific terminology.
• Effectively communicate and collaborate with team members, clients, property owners, and the public.
• Lead other team members to successfully provide excellent quality data entry work in a timely manner that allows other phases of an Appraisal project to run successfully and on time per contractual client obligations

Qualifications

• High school diploma or equivalent required.
• Minimum of two years of advanced data entry experience, preferably in an appraisal or related setting.
• Prior experience in supervising, training, and mentoring clerical staff is strongly preferred.
• Familiarity with property appraisal software systems and processes.
• Strong organizational skills with the ability to manage multiple priorities and projects.
• Proficient in Microsoft Word and Excel or equivalent software programs.
• Ability to read maps, calculate square footage, and interpret geographic information.
• Strong interpersonal skills, with the ability to build and maintain trusting relationships with staff, clients, and the public.
• High levels of attention to detail and commitment to work quality excellence
• Reliable transportation and a valid driver's license with personal liability insurance are required.