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Real Estate Specialist

Montgomery County Pennsylvania
Norristown, PA Full Time
POSTED ON 2/11/2022 CLOSED ON 3/12/2022

What are the responsibilities and job description for the Real Estate Specialist position at Montgomery County Pennsylvania?

POSITION TITLE: REAL ESTATE SPECIALIST

EXEMPT: NON-EXEMPT
SALARY: $29,185
DEPARTMENT: BOARD OF ASSESSMENT APPEALS
POSITION REPORTING: REAL ESTATE SUPERVISOR

SUMMARY:
The primary function of the job is to provide complex, administrative support, and perform various clerical functions to ensure the proper registration and verification of documents (which include deeds, mortgages, satisfactions, leases, liens, assignments, new subdivision plans, court decrees, easements, releases and many other instruments).The Specialist, works with two different systems, e-Recording from Recorder of Deeds, and CAMA system from BOA and two different monitors.

This position requires proficiency in registering paper and electronic documents, based on the laws of Pennsylvania relating to real property for conveying and knowledgeable in land records processes. The Specialist is responsible for using advanced technology to label documents received from electronic submission, ROD, general public, attorneys, title searches, and other submitters.

ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following:

The Real Estate Specialist works with the public and must present a professional image for the Board of Assessment Appeals Office. Unlike the paper document, the electronic document, the specialist must make decisions on registering quickly and effectively as all the transmissions are often time sensitive. They must know and understand the legal requirements on all documents.

To facilitate the registering all instruments, the specialist will:

  • Check the queue in e-Recording;
  • Ensuring accuracy that the instrument has the correct twelve digit parcel ID number throughout the document;
  • Review the name, address, front footage, legal descriptions, lot numbers, square footage, and land use code by verifying the CAMA information;
  • Investigate and make note that the document is okay to register when address label doesn’t match but everything else matches;
  • Always check the Land Use Code, never register a common element (1003-1004) nor 2800 or 1000 codes;
  • When a property is in two different municipalities, make sure you have two parcel numbers/dummy number from two different municipalities on document;
  • Inspects engineering plans to corresponding tax plats, the real estate specialist must decide if the plan is sub-dividing part or whole parcel before document can be recorded;
  • Inspect and process mail from ROD, Fed-Ex, and walk-ins;
  • Rejects documents that are incomplete or incorrect.

    Maintains and updates the real estate CAMA system:

  • Process real estate transfers from the recorded documents in the CAMA system;
  • Processes property transfers by reviewing recorded ownership documents by verifying grantors name, property description against existing records; creates and updates transfer history in CAMA system;
  • Enter all pertinent information regarding recorded documents on the current sales key, the new names, mailing address, sales date, recording date, consideration, book/page, grantee/grantor, and affidavit code;
  • Determine if a sale should be removed from the ratio studies and other statistical studies by selecting one of the twenty-two proper code designated by the State Tax Equalization Board.
  • Review and update records in homestead when there is a new sale, change in mailing address, or notified by a taxing authority to remove the exclusion.

    Logging-on permits:

  • If missing pertinent information on permit, research the property by either the parcel number, or block and unit number;
  • Responsible for entering into the CAMA system all commercial and residential permits that are sent in from the Townships/Boroughs;
  • Log off permit in CAMA system as completed when we receive the Use & Occupancy form;
  • Attach review documents and link them with the corresponding permit. Index by block and unit number, and distribute to the Assessor.

    Other duties:

  • Verify the previous day’s work and correct discrepancies;
  • Maintain Tax Duplicate books with labels created from the monthly run;
  • Establishes and maintains a positive relationship with the general public;
  • Answers incoming telephone inquiries in a professional and pleasant manner;
  • Performs related tasks as required.

    QUALIFICATION REQUIREMENTS:
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or equivalent degree;
  • Fast and accurate data entry clerk;
  • Four years of experience performing general office duties such as typing, filing, and dealing with the public, work experience must include one year in a court or legal setting preparing or processing legal documents or:
  • Any combination of education, training and experience, which provides the required knowledge, skills and abilities to perform the essential function of the job;
  • Ability to work with the public, employees, and county personnel at all organizational levels, often under stressful circumstances;
  • Knowledge of general office policies, procedures and practices as well as the use of general office equipment;
  • Ability to prioritize tasks and to work well under pressure, impending deadlines;
  • Ability to communicate effectively both orally and in writing. Uses correct English, the ability to read and understand written and oral instructions.

    PHYSICAL DEMANDS:
    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is regularly required to stand; walk; sit; and talk and hear. The employee frequently is required to taste or smell. The employee is occasionally required to use hands to finger, handle or feel objects, tools or controls; reach with hands or arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, working with two monitors and depth perception.

    WORK ENVIRONMENT:
    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

  • The noise level in the work environment is usually quite.
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