Client Experience Specialist
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Job Description
Client Experience Specialist managing all non-licensed aspects of real estate transactions. Working remotely to enhance Coldwell Banker's business processes and customer experience.
Responsibilities:
- Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
- Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
- Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
- Serve as the deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
- Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
- Regularly update and manage communication with all parties involved in the transaction.
- Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
Requirements:
- Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
- Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
- People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
- Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
- Critical Thinking/Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
- Partnership/Collaboration—the individual remains open to others' ideas and exhibits willingness to try new things.
- Oral/Written Communication—the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
- Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
- Adaptability—the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
- Building Collaborative Relationships – the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
Benefits:
- Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
- 401(k) savings plan with company match
- Paid Time Off to Include Holidays, Vacation Time, and Sick Time
- Paid Family & Paternity Leave
- Life Insurance
- Business Travel Accident Insurance
- All employees receive access to LinkedIn Learning
- Tuition reimbursement for approved programs
- Employee Referral Program
- Adoption Assistance Program
- Employee Assistance Program
- Health and Wellness Program and Incentives
- Employee Discounts
- Employee Resource Groups
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