Client Experience Specialist

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Carry out non-licensed administrative duties for real estate professionals. Identify and oversee contractual dates and deadlines, ensuring that transactions are completed in a timely, efficient, and accurate manner.

• Work closely with the agent services department, agents, or other third parties to guarantee that all necessary documentation is obtained for compliance within the transaction file in the relevant systems.

• Organize all transaction details in the appropriate systems while continuously updating the agent, client, and third parties.

• Act as the main point of contact for all stakeholders involved in transactions with agents and their clients through the closing process, which includes acquiring documentation or information required for a clear to close.

• Manage and execute the entire transaction process by entering transaction-related expenses, verifying detail accuracy, preparing commission invoices, calculating and finalizing commission payments, and proactively addressing discrepancies to ensure timely and accurate agent payouts.

• Regularly communicate and manage updates with all parties involved in the transaction.

• Prioritize service to the agent and all parties with a positive and engaging demeanor to facilitate a seamless experience.

⛳️ Requirements

• A minimum of 2 years of experience in real estate, mortgage, title administration, or transaction coordination is required.

• Self-motivated individual capable of working independently with a sense of urgency in a fast-paced, high-volume paperless environment.

• People-first mindset—keeping the agent and consumer at the forefront of the transaction by anticipating their needs to deliver exceptional customer service throughout the transaction process.

• Technical proficiency—ability to learn and navigate multiple software systems with a high level of competency while demonstrating comfort with transaction management and financial tools.

• Analytical thinking and transaction accuracy—able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity.

• Process management—capable of effectively managing end-to-end workflows, prioritizing tasks, and ensuring the timely completion of transaction processing.

• Partnership and collaboration—the individual is open to others' ideas and willing to explore new approaches.

• Oral and written communication—the individual communicates clearly and persuasively in any situation to effectively advise and resolve issues.

• Quality assurance—the individual demonstrates accuracy and thoroughness and monitors their own work to ensure high-quality output.

• Adaptability—the individual adjusts to changes in the work environment, prioritizes and manages competing demands, and can cope 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 and support.

🏝️ Benefits

• Medical, dental, vision, short-term and long-term disability benefits, and AD&D.

• 401(k) savings plan with company match.

• Paid time off, including holidays, vacation time, and sick leave.

• Paid family and paternity leave.

• Life insurance.

• Business travel accident insurance.

• All employees have access to LinkedIn Learning.

• Employee referral program.

• Adoption assistance program.

• Employee assistance program.

• Health and wellness program and incentives.

• Employee discounts.

• Employee resource groups.