Agent Onboarding Specialist - U.S. Based Remote

Summary: As an Onboarding Specialist, you will be responsible for facilitating a seamless onboarding transition for all agent affiliations. The Onboarding Specialist will provide a remarkable onboarding experience for agents joining Coldwell Banker. You will be responsible for ensuring that each affiliation is smooth, onboarding is valuable, and each agent is set up for success. This role will work closely with a variety of departments by coordinating and overseeing the onboarding process.
Essential Job Duties:
Manage the Onboarding Experience for all Agents.

• Create and process all new agent affiliations through Onbase and associated systems (including digital signing systems)

• Assist agents with their enrollment of ePay and direct deposit.

• Provide initial overview of DESK

• Collect and vet DBA and team information for new agents/teams

• Manage the interactive onboarding checklist and follow up with internal partners (learning, marketing, IT, Agent Services, others as needed) to ensure new agents are properly set up and have access to all CBR agent tools.

• Transfer or create agent accounts for transactional forms systems.

• Assist with initial contact uploads into company marketing products.

• Act as primary liaison with Licensing to ensure compliance with state licensing regulations.

• Provide weekly reporting to branch managers.

• Manage “warm hand-off” to branch leaders and Agent Support Teams after onboarding is completed (expected to be 30 days but may vary by agent)
  

Branch Leader Support

• Facilitate consistent communication with branch leader regarding all onboardings.

• Support branch manager recruiting efforts for top tier agents as requested.
  

Other Duties:

• Other duties as assigned.
  

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Qualifications:

• 2 or more years customer service experience preferred; Prior Real Estate office experience strongly preferred.

• Strong written and verbal communication skills

• Technologically proficient in all areas including but not limited to: familiarity with various operating systems on PCs and Macs and ability to navigate computer software.

• Proficiency with Microsoft Office

• Ability to master additional software as needed, including but not limited to Adobe Acrobat and Power BI.

• Ability to communicate effectively with different audiences, including agents, branch leaders, senior field leaders and operational support teams.

• Ability to work in a remote environment while maintaining self-discipline, finely-honed communication skills and a high level of productivity.

• Customer focused, delivery oriented,

• Creative problem-solving skills.

• Willingness to be “nimble” and adjust workload and schedule as needed.