Client Experience Communicator/Processor

Job Description

Job Description

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