Customer Service Representative- Appraisal Success Manager (STWT-435)
Remote
5 Months - Contract
Afternoon Shift- Tuesday- Saturday 12pm to 8:30pm (EST).
Afternoon Shift- Monday Friday- 12:30pm to 9:00pm (EST)
We are seeking a highly organized, service-driven Appraisal Success Manager (ASM) to manage appraisal orders from intake through payment processing, assignment, scheduling, and delivery.
This role is responsible for end-to-end ownership of assigned pipelines, ensuring efficiency, accountability, and exceptional client service at every stage of the assignment
lifecycle.
As an ASM, you will serve as the primary point of contact for lender clients and appraiser partners throughout the appraisal process. You will manage assigned files, coordinate order setup and payments, facilitate appraiser selection and scheduling, provide proactive status updates, and ensure all milestones are met. This role plays a critical part in reducing cycle time, improving communication, and upholding the Delivery +1% commitment.
This opportunity is ideal for individuals who thrive in fast-paced environments, enjoy balancing operational execution with relationship management, and are motivated to deliver consistent, white-glove service. Our mission is to compliantly serve as a trusted bridge between loan origination professionals and appraisers through transparency, accountability, and service excellence.
Responsibilities
Order & Pipeline Management
Manage assigned appraisal pipelines from intake through completion.
Monitor dashboards and queues to ensure all files are addressed within defined SLAs and performance targets.
Ensure accurate and timely order setup, documentation, and milestone tracking.
Identify risks to delivery timelines and proactively resolve issues.
Payment Processing & Order Setup
Collect and process appraisal payments in accordance with company policies.
Verify order accuracy, documentation, and requirements prior to assignment.
Ensure files are properly configured to support efficient scheduling and delivery.
Resolve payment-related questions or issues with professionalism and urgency.
Appraiser Assignment & Scheduling
Utilize internal tools, data, and market knowledge to select and engage qualified appraisers.
Coordinate appraisal scheduling and confirm appointment details with all parties.
Maintain strong working relationships with appraiser partners to support performance and availability.
Client & Vendor Communication
Serve as the primary liaison between lender clients, borrowers, and appraisers.
Manage high volumes of inbound and outbound calls, emails, and system communications.
Provide proactive, consistent status updates throughout the assignment lifecycle.
Handle escalated service inquiries and coordinate solutions as needed.
Performance & Operational Excellence
Execute assigned tasks in alignment with productivity, quality, and margin goals.
Utilize reporting tools and scorecards to monitor performance and identify improvement opportunities.
Partner with leadership and cross-functional teams to enhance workflows and reduce risk.
Actively participate in team meetings, training, and continuous improvement initiatives.
Culture & Service Leadership
Serve as an ambassador of the Delivery +1% mindset in all interactions.
Demonstrate accountability, professionalism, and proactive follow-through.
Contribute to a collaborative, high-performance team culture.
Qualifications
2+ years of experience in appraisal management, customer service, operations, or a related field.
Strong knowledge of real estate and appraisal terminology preferred.
Experience managing high-volume workflows and client communications.
Excellent written and verbal communication skills.
Strong organizational and time management abilities.
Comfortable working with dashboards, reporting tools, and operational systems.
Call center, account management, or processing experience a plus.
Prior mortgage, lending, or real estate experience preferred