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Form of workThis is a 100% US Based Remote position.
The Onboarding Specialist is primarily responsible for facilitating a seamless administrative onboarding process for all new agent affiliations to the Coldwell Banker offices. This position will work closely with a variety of departments to ensure that all tools and systems for our new agents are created and assigned correctly. This position will also play a key support to the Branch Leader for a variety of administrative tasks that bolster agent recruiting and onboarding efforts. This role will work mostly remote but may be called into an office for face-to-face support when needed.
Essential Job Duties:
Create an Exceptional Onboarding Experience - Agents
The Onboarding Specialist is primarily responsible for facilitating a seamless administrative onboarding process for all new agent affiliations to the Coldwell Banker offices. This position will work closely with a variety of departments to ensure that all tools and systems for our new agents are created and assigned correctly. This position will also play a key support to the Branch Leader for a variety of administrative tasks that bolster agent recruiting and onboarding efforts. This role will work mostly remote but may be called into an office for face-to-face support when needed.
Essential Job Duties:
Create an Exceptional Onboarding Experience - Agents
- Process all new agent affiliations through OnBase, MLS, Boards, etc.
- Facilitate the creation of the agent photo and bio and ensure it is provided to the needed partners for distribution.
- Work with IT, Licensing, Marketing, the state licensing authority, etc. to ensure that new agents have proper access to DESK, email, marketing tools, etc.
- Support the agent with initial contact uploads into InTouch, Prospect Square (C4L), etc.
- Create new agent announcements for the Managing Broker to send/share. Includes both the in-office email announcement and applicable social media posts.
- Basic first-time agent marketing items - ordering name badges, yard signs, business cards, etc.
- Track collection of ASPs, LAPs, and other needed paperwork for licensing.
Branch Leader Support
- Connect with Branch Leader on each new agent affiliation.
- Support Branch Leader in recruiting appointments during call sessions.
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:
- High School Diploma required.
- 2 or more years customer service experience preferred; Prior Real Estate strongly preferred.
- 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.
- Ability to learn new software programs on an as needed basis, skillful in using the following programs including, but not limited to: Microsoft office programs such as Outlook, Word, Excel, PowerPoint, and Publisher (including utilizing templates and mail merge), and Adobe programs such as Adobe Acrobat.
- Ability to communicate with different audiences, convey message successfully, and change gear quickly to support different customers.
- Ability to work in a remote environment while maintaining self-discipline, great communication skills and a high level of productivity.
- Customer focused, delivery oriented, good team member, values honesty, and integrity
- Creative problem-solving skills.
- Strong customer service skills with excellent communication skills, both verbal and written.
Position Type and Expected Hours of Work:
- This is predominately a remote work position but may be required to attend regional in-person meetings as frequently as once a month or face to face agent support as needed.
- Scheduled hours are based on business need.
Work Environment:
- This job operates predominately in a remote work environment. This role routinely uses equipment such as computers and phones.
Physical Demands:
- Must be able to physically, with or without accommodation, operate a computer and phone. Must possess the ability, with or without accommodation, to express oneself, communicate with others, listen, and exchange information.
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