Client Experience Communicator/Processor
The Client Experience Communicator/Processor role is responsible for providing exceptional guest services, assisting with closing administrative tasks, and the ability to maintain a clean and welcoming environment for guests. Attention to detail and ability to manage complex transactions are instrumental in facilitating successful real estate closings.
KEY RESPONSIBILITIES
- Greet visitors, answering incoming phone calls and providing a positive first impression of the office. Efficiently manage the front desk to ensure a well-organized and welcoming reception area.
- Keep staff informed of any calendar changes.
- Preform basic admin tasks, including filing, data entry, record keeping etc. Manage office supplies and maintain inventory.
- Act as a liaison between internal staff and external visitors. Relay messages and info accurately and promptly.
- Organize and prepare closing documents utilizing QR codes after signing, ensure all necessary documents are in order and uploaded to software efficiently and accurately.
- Thoroughly review all closing documents to ensure accuracy and compliance with legal requirements.
- Keep clients informed about the progress of the closing process and address any questions or concerns they may have and relay issues to the appropriate party.
- Handle the financial aspects of the closing, including disbursement of table funds, collecting payments, and confirming documents are accurately recorded and mailed out.
Core Duties:
- Send contract to be opened or open order
- Collect and enter from info. sheets
- Send out buyer representation agreement/engagement letter
- HOA order and/or confirmation
- Request Lien Waivers if applicable
- Order Binders
- Process Lender Title Request
- Send title work to Lenders
- Schedule closings in CalendarWiz
- Manage builder inbox (Save title requests, title binder, builder docs-survey to attorney review)
- Manage assigned team tasks in Qualia team queue
- Identify and escalate issues
General Responsibilities:
- Participate in maintaining a tidy and organized office environment.
- Provide general hospitality (e.g., greeting clients, preparing closing rooms).
- Assist with general administrative tasks as needed to support team operations.
- Answer incoming calls and direct them appropriately.
- Perform other duties as assigned by management to meet organizational needs.
REQUIREMENTS
Education: High school diploma or equivalent required. Additional coursework or certification in real estate or paralegal studies is a plus.
- Outstanding, proactive communicator and relationship builder
- Demonstrate exceptional organization, attention to detail, accuracy, and follow-through
- Exhibit proficient computer skills and a willingness to learn industry software
- Consistently Display GC’s Core Values of One Team, Relationship Focused, Extreme Ownership, WOW Factor, Proactive, and Adaptability
- Maintain GC’s standard of service scores
- Excellent, friendly, and proactive communication with referral sources and clients
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