Client Experience Specialist

New
United States, Eastern Time ZoneFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
Minimum of 2 years
Required Skills
Analytical SkillsProblem SolvingCustomer serviceData entry

Requirements

  • Minimum of 2 years of experience in real estate, mortgage, title administration, or transaction coordination.
  • Ability to work independently in a fast-paced, high-volume, paperless environment.
  • Strong analytical thinking and problem-solving skills for managing financial details.
  • Proficiency in navigating multiple software systems, including transaction management and financial tools.
  • Strong oral and written communication skills for advising and resolving issues.
  • Ability to prioritize tasks and manage competing demands effectively.
  • Commitment to a people-first service approach.
  • Strong attention to detail for ensuring transaction accuracy and data integrity.

Responsibilities

  • Perform non-licensed administrative tasks for real estate agents.
  • Identify and manage contractual dates and deadlines to ensure timely transaction closure.
  • Collaborate with internal departments and third parties to ensure transaction file compliance.
  • Organize transaction details in systems and provide continuous updates to stakeholders.
  • Serve as the point-of-contact for agents and clients through the closing process.
  • Execute end-to-end transaction processing including commission invoicing, payment calculations, and expense management.
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