Agent Onboarding Specialist - Western Time Zone- US Based Remote
This is a 100% remote role, with a preference for candidates who can work during Western Time Zone hours. The ideal schedule for this role will be 8:30am-5:00pm Pacific Time.
Summary: As an Agent Onboarding Specialist (AOS), your role involves ensuring a seamless onboarding experience for all agent affiliations at Coldwell Banker. Youll be responsible for coordinating and overseeing the... onboarding process, making sure each affiliation is smooth, valuable, and sets up agents for success.
This is a 100% remote role, however the ideal candidate will be willing to work Pacific Time Zone hours.
Essential Job Duties:
Manage the Onboarding Experience for all Agents.
Create and process all new agent affiliations through OnBase and associated systems (including digital signing systems)
Assist with the application or transferring of the agents 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 (learning, marketing, IT, Agent Services, others as needed) to ensure new agents are properly set up and have access to all CBR agent tools
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. Signage, business cards, name, badges, etc
Manage warm hand-off to branch leaders and Agent Support Teams after onboarding is completed.
Branch Leader Support
Facilitate consistent communication with branch leaders regarding all onboardings.
Support branch manager recruiting efforts for top tier agents as requested.
Qualifications:
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 but not limited to: familiarity with various operating systems on PCs and Macs and ability to navigate computer software.
Proficiency with Microsoft Office
Ability to master additional software as needed, including but not limited to Adobe Acrobat and Power BI.
Ability to communicate effectively with different audiences, including agents, branch leaders, senior field leaders and operational support teams.
Ability to work in a remote environment while maintaining self-discipline, finely-honed communication skills and a high level of productivity.
Customer focused, delivery oriented,
Creative problem-solving skills.
Willingness to be nimble and adjust workload and schedule as needed
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