Agent Onboarding Specialist - US Based Remote

Anywhere Real Estate - Milwaukee, WI

Full-time - Entry Level

Remote - Milwaukee, WI

501-1,000 employees

Real Estate

About the position

As an Agent Onboarding Specialist (AOS) at Coldwell Banker, your primary responsibility is to ensure a seamless onboarding experience for all agent affiliations. This role is crucial in coordinating and overseeing the onboarding process, ensuring that each affiliation is smooth, valuable, and sets agents up for success. You will be working in a 100% remote capacity, but it is essential that you are willing to work Central Time Zone hours to align with the company's operational needs. In this position, you will manage the onboarding experience for all agents, which includes creating and processing new agent affiliations through OnBase and associated systems, including digital signing systems. You will assist with the application or transfer of the agent's state license and help with the application or transfer of the agents' MLS or Realtor Board accounts. Additionally, you will collect and vet DBA, team, or assistant information for new agents or teams, acting as the primary liaison with Licensing to ensure compliance with regulations. Your role will also involve managing the interactive onboarding checklist and following up with internal partners such as learning, marketing, IT, and Agent Services to ensure that new agents are properly set up and have access to all necessary CBR agent tools. You will provide an initial overview of DESK, focusing on account activation, enrollment, and various tool profile setups. Furthermore, you will assist with initial headshot, bio, and contact uploads into company marketing products, as well as help with ordering initial CB marketing materials, including signage, business cards, and name badges. After onboarding is completed, you will manage the “warm hand-off” to branch leaders and Agent Support Teams. In addition to onboarding, you will facilitate consistent communication with branch leaders regarding all onboardings and support branch manager recruiting efforts for top-tier agents as requested. This role requires a customer-focused, delivery-oriented mindset, along with creative problem-solving skills and the ability to adjust workload and schedule as needed.

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, enrollment, and various 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, branch leaders, and operational support teams.
• Ability to work in a remote environment while maintaining self-discipline and a high level of productivity.
• Customer focused and delivery oriented.
• Creative problem-solving skills.
• Willingness to be “nimble” and adjust workload and schedule as needed.