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Assistant Surplus Funds Jobs (NOW HIRING)

The Surplus Funds Processor is responsible for data entry, accurately drafting documents and ... Communicate with clients/vendors/borrowers * Assist with training of other employees and new hires ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

Health Savings Account funding * 401k matching program * Company paid Life and Short-Term ... Coordinate payment of tax and related fees * Assist in the development and maintenance of surplus ...

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Assistant Surplus Funds information

What is the difference between Assistant Surplus Funds vs Surplus Funds Coordinator?

AspectAssistant Surplus FundsSurplus Funds Coordinator
CredentialsHigh school diploma or equivalent; some roles may require additional trainingHigh school diploma; experience in finance or real estate preferred
Work EnvironmentOffice settings, assisting with administrative tasksOffice and fieldwork, coordinating surplus fund processes
Industry UsageCommonly used in real estate, government, and legal sectorsPrimarily in real estate and government surplus fund management
Search & Comparison IntentOften searched by those seeking entry-level support roles in surplus fund managementCompared for roles involving coordination and oversight of surplus funds

Assistant Surplus Funds typically perform administrative support tasks related to surplus fund processing, requiring basic credentials. Surplus Funds Coordinator roles involve overseeing and managing surplus fund activities, often requiring more experience. Both roles are integral in real estate and government sectors, but differ in responsibilities and experience levels.

What are Assistant Surplus Funds?

Assistant Surplus Funds professionals are individuals who assist in locating, claiming, and managing surplus funds that remain after a foreclosure sale or tax sale of a property. Their role typically involves working with former property owners, researching public records, and facilitating the legal process to return unclaimed funds to the rightful owners. They may also help navigate the documentation and legal requirements involved in claiming these funds, ensuring that all procedures are followed accurately and efficiently.

What are the key skills and qualifications needed to thrive as an Assistant Surplus Funds Specialist, and why are they important?

To thrive as an Assistant Surplus Funds Specialist, you generally need a background in finance or accounting, strong attention to detail, and familiarity with property or surplus fund processes. Proficiency with spreadsheets, financial databases, and case management software is commonly required, and knowledge of relevant laws or certifications like a notary public may be advantageous. Excellent organizational skills, discretion, and clear written and verbal communication help you effectively manage sensitive financial information and interact with clients or agencies. These skills ensure accurate fund distribution, compliance with regulations, and trustworthy service for clients or stakeholders.

What are some typical challenges faced by an Assistant Surplus Funds and how can they be addressed?

Assistant Surplus Funds professionals often encounter challenges such as managing large volumes of sensitive financial data, ensuring compliance with complex legal regulations, and communicating effectively with clients or claimants who may be unfamiliar with surplus funds processes. Staying organized, paying close attention to detail, and continuously updating knowledge of relevant laws can help address these challenges. Additionally, collaborating closely with team members, such as attorneys or accountants, and utilizing robust tracking systems can streamline workflows and reduce errors.
More about Assistant Surplus Funds jobs
What cities are hiring for Assistant Surplus Funds jobs? Cities with the most Assistant Surplus Funds job openings:
What are the most commonly searched types of Surplus Funds jobs? The most popular types of Surplus Funds jobs are:
What states have the most Assistant Surplus Funds jobs? States with the most job openings for Assistant Surplus Funds jobs include:
Infographic showing various Assistant Surplus Funds job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 66% Physical, 3% Hybrid, and 31% Remote job distribution.
Surplus Funds Processor

Surplus Funds Processor

Aldridge Pite LLP

Plano, TX โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago


Job description

Remote Work from Home!

Aldridge Pite, LLP is a multi-state law firm that focuses heavily on the utilization of technology to create work flow synergies with its clients and business partners. Aldridge Pite is a full-service provider of legal services to depository and non-depository financial institutions including banks, credit unions, mortgage servicing concerns, institutional investors, private firms, and other commercial clients. Aldridge Pite is dedicated to providing best-in-class representation across all of its Practice Areas through its unwavering subscription to three fundamental tenets: Partnership, Integrity, and Innovation.

Purpose

Aldridge Pite, LLP is seeking a Surplus Funds Processor. The Surplus Funds Processor is responsible for data entry, accurately drafting documents and performing quality control measures. Knowledge of foreclosure process is required. The ideal candidate will be a self-starter who thrives in a high volume work environment and will have the ability to adapt to change easily.

Specific Duties, Activities and Responsibilities

  • Respond to status inquiries
  • Document preparation and execution, Quality control
  • Update internal processing systems
  • Update and monitor clientโ€™s 3rd party systems
  • Create and update Standard Operating Procedures
  • Communicate with clients/vendors/borrowers
  • Assist with training of other employees and new hires
  • Assist with other duties and special projects as needed

Job Requirements

  • High School Diploma required
  • Minimum of 5 years foreclosure/default loan servicing experience required
  • Must be organized and multi-task oriented
  • Possess good organizational skills and attention to detail
  • Ability to identify and resolve issues in a timely manner
  • Must be proficient in software tools including but not limited to Word, Excel, Outlook and the Internet
  • Overall positive attitude and willingness to adapt to change
  • Team player and willing to provide assistance in multiple areas whenever is necessary

General Competency Factors

  • Demonstrates strong written and verbal communication skills. Effectively communicates with all clients (via Client Systems, e-mail and phone).
  • Provides exceptional customer service to internal and external customers.
  • Identifies and resolves problems in a timely manner.
  • Conscientious with respect to work completion, deadlines, time management and attendance.
  • Takes initiative in face of obstacles and identifies what needs to be done and takes action.
  • Demonstrates commitment to Firmโ€™s vision, mission, and core values.
  • Processes work in compliance with Client requirements as well as SOPs and Operations Matrices.
  • Analytical and detail oriented, while working at a fast pace and capable of multi-tasking.
  • Excellent problem solving and organizational skills.
  • Must be a team player and willing to help others in their department whenever necessary.
  • Develops professional relationships and builds rapport with others.

In addition to remote work for most positions, we offer a comprehensive benefit program including:

  • Company Paid Life and Disability Insurance plans
  • Medical, Dental and Vision Plans with Prescription coverage
  • 401K Retirement Savings Plan
  • Flexible scheduling (within reason, depending on position)
  • Generous PTO plan for all full-time employees
  • Full equipment station at no cost for remote employees, including dual monitors
  • Employee Assistance Plan, offering free 24/7 counseling and consulting services to support emotional health and wellbeing
  • Wellness programs and employee discounts
  • Learning and development training opportunities for both personal and professional growth
  • And so much more!

Aldridge Pite, LLP is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state or local law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.

Job Details
Pay TypeHourly