Agent Onboarding Specialist - Eastern Time Zone- Remote US Based

Anywhere Real Estate - Irmo, SC

Full-time

Remote - Irmo, SC

Real Estate

About the position

The Agent Onboarding Specialist (AOS) is responsible for ensuring a seamless onboarding experience for all agent affiliations at Coldwell Banker. This remote role requires coordination and oversight of the onboarding process, ensuring that each affiliation is smooth and valuable, ultimately setting agents up for success. The ideal candidate will work during Eastern Time Zone hours, typically from 8:30 am to 5:00 pm.

Responsibilities

• Manage the onboarding experience for all agents.
• Create and process all new agent affiliations through OnBase and associated systems.
• Assist with the application or transfer of the agent's state license.
• Assist with the application or transfer of the agents MLS or Realtor Board accounts.
• Collect and vet DBA, team or assistant information for new agents/teams.
• Act as primary liaison with Licensing to ensure compliance with regulations.
• Manage the interactive onboarding checklist and follow up with internal partners to ensure new agents are properly set up.
• Provide initial overview of DESK with focus on account activation and tool profile setup.
• Assist with initial headshot, bio and contact uploads into company marketing products.
• Assist with initial CB marketing material ordering, as requested by the manager.
• Manage 'warm hand-off' to branch leaders and Agent Support Teams after onboarding is completed.
• Facilitate consistent communication with branch leaders regarding all onboardings.
• Support branch manager recruiting efforts for top tier agents as requested.

Requirements

• 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 familiarity with various operating systems on PCs and Macs.
• Proficiency with Microsoft Office.
• Ability to master additional software as needed, including Adobe Acrobat and Power BI.
• Ability to communicate effectively with different audiences, including agents and branch leaders.
• Ability to work in a remote environment while maintaining self-discipline and productivity.
• Customer focused and delivery oriented.
• Creative problem-solving skills.
• Willingness to be 'nimble' and adjust workload and schedule as needed.