Client Experience Specialist

📋 Description

• Execute non-licensed administrative responsibilities for real estate agents. Monitor and manage contractual dates and deadlines to ensure transactions are completed in a timely, efficient, and accurate manner.

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

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

• Act as the primary point of contact for all stakeholders involved in the transaction, including agents and their clients, throughout the closing process, which entails gathering required documentation or information for clearance to close.

• Manage and carry out the complete end-to-end transaction processing by inputting transaction-related expenses, verifying the accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively addressing discrepancies to ensure timely and accurate payouts to agents.

• Regularly update and manage communications with all parties involved in the transaction.

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

⛳️ Requirements

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

• Self-motivated and 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 forefront of the transaction by anticipating their needs to deliver exceptional customer service throughout the process.

• Technical proficiency—capable of learning and navigating 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—effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing.

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

• Oral and written communication—able to speak clearly and persuasively in any situation to provide clear advice and resolve issues.

• Quality assurance—demonstrate accuracy and thoroughness, monitoring personal work to ensure quality.

• Adaptability—able to adjust to changes in the work environment, prioritize and manage competing demands, and cope with frequent changes, delays, or unexpected events while remaining resilient.

• Building collaborative relationships—develop, maintain, and strengthen 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 time.

• Paid family and paternity leave.

• Life insurance.

• Business travel accident insurance.

• Access to LinkedIn Learning for all employees.

• Employee referral program.

• Adoption assistance program.

• Employee assistance program.

• Health and wellness program with incentives.

• Employee discounts.

• Employee resource groups.