Customer Service Representative
Description
Trueline provides all types of residential, commercial, construction, and ALTA/NSPS surveys and lien searches, with a commitment to accurate and timely delivery to our clients. Our surveys provide an essential component for real estate-type transactions involving buyers and sellers, title companies, lenders, attorneys, and real estate agents. Trueline is a Joint Venture between Exacta Land Surveyors and Anywhere Integrated Systems.
We are seeking a detail-oriented, self-motivated Customer Service Representative to manage the full lifecycle of incoming survey orders — from intake and vendor assignment through delivery and client communication.
Position Responsibilities
Monitor and process incoming order files on an hourly basis, uploading and entering orders into the order management system
Assign survey orders to appropriate vendors based on geography and capacity
Communicate order confirmations, status updates, and deliverables to clients primarily via email
Review completed survey deliverables for accuracy prior to client delivery; identify and resolve errors
Respond to client inquiries regarding quotes, order status, and corrections
Process order cancellations according to established procedures
Generate and distribute monthly client statements
Escalate complex or non-routine issues to the appropriate internal contact
Perform light accounting tasks, including bill entry and vendor information coordination
Position Schedule & Reporting
This is a remote position, preferably with a candidate located in OH. Hours are M-F, 8-5.
Requirements
Requirements
High school diploma or GED required; Associate's or Technical degree or higher preferred
2+ years of customer service experience required; 5+ years preferred
Strong attention to detail with the ability to maintain accuracy at volume
Comfortable with repetitive, process-driven workflows and able to balance competing demands without losing sight of client expectations
A positive, flexible, solutions-oriented approach to the work — someone who stays composed under pressure and is genuinely committed to client service
Self-directed and able to manage a high-volume queue with minimal supervision
Clear written and verbal communication skills; able to respond to questions professionally and knowledgeably
Proficient in Microsoft Office (Outlook, Word) and comfortable learning new software and cloud-based tools independently
Experience with order management, CRM, or other job-related technology a plus
Experience in real estate, title, or survey industries a plus
Familiarity with lien search orders and estoppel reports a plus
Valid driver's license and appropriate automobile insurance may be required
Company Benefits
Medical, dental, and vision insurance
Company-sponsored life and disability insurance
Voluntary benefits — accident, critical illness, life, short- and long-term disability
Health savings account
401(k) with company match
Seven paid holidays per calendar year
Paid time off
Childbirth recovery leave
Trueline provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.