Agent Onboarding Specialist

9 hours ago

Birmingham, Alabama, United States Anywhere Real Estate Full time

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, your role involves ensuring a seamless onboarding experience for all agent affiliations at Coldwell Banker. You'll 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.

**Key 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 transferring 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 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.

Manage "warm hand-off" to branch leaders and Agent Support Teams after onboarding is completed.

**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 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.

Coldwell Banker is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries.

Anywhere Real Estate Inc. is on a mission to empower everyone's next move. Home to some of the most recognized brands in real estate, including Coldwell Banker, Better Homes and Gardens Real Estate, Century 21, and Sotheby's International Realty.

The Anywhere portfolio includes franchise and brokerage operations as well as national title, settlement, and relocation companies and nationally scaled mortgage origination and underwriting joint ventures. Supporting approximately 1.5 million home transactions in 2021, Anywhere is focused on simplifying, digitizing and integrating the real estate transaction for all consumers, no matter where they may be in their home buying and selling journey.

At Anywhere Real Estate, diversity fuels success – for our company, for our employees, and for our industry. We strive to be a top destination for diverse talent, committed to creating a culture of belonging that empowers everyone's next move.

We pursue talent – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value diversity – respecting backgrounds, cultures, perspectives, and beliefs. We develop our diverse talent base – through increasing representation in executive key leadership roles with actions including mentorship programs and partnerships with real estate associations that promote diversity and inclusion.

Read more about our company's diversity, equity, and inclusion efforts in our annual Corporate Social Responsibility Report.

You'll find our commitment to diversity reflected in our achievements:

  • Recognized as one of the World's Most Ethical Companies since 2011.
  • Anywhere has also been designated a Great Place to Work since 2019.
  • Recognized by Fortune as one of America's Most Innovative Companies.
  • Honored by Forbes as one of the World's Best Employers for Diversity and Top Female Friendly Companies.

With a diverse employee population, we know we will succeed together and move real estate to what's next. We hope you'll join us.

EEO Statement: EOE including disability/veteran

  • Lead Onboarding Specialist

    3 weeks ago

    Birmingham, Alabama, United States American Process Management Full time

    Job OverviewWe are seeking a skilled Lead Onboarding Specialist to facilitate contractor mobilization on projects across the southeast United States. This role will involve utilizing systems co-developed by American Process Management (APM) to streamline the onboarding process.Key ResponsibilitiesSubmit requisitions to contractors and ensure rate and...

  • Client Service Onboarding Coordinator

    4 weeks ago

    Birmingham, Alabama, United States Insight Global Full time

    About the RoleThis Client Relations Specialist will be responsible for delivering exceptional client service and onboarding experiences. The ideal candidate will have a strong background in the financial industry and excellent organizational skills.Key ResponsibilitiesPrepare all necessary paperwork and financial roadmaps for client meetings.Utilize software...

  • Marketing Specialist

    4 weeks ago

    Birmingham, Alabama, United States Bloc Resources LLC Full time

    Job Title: Marketing SpecialistAt Bloc Resources LLC, we are seeking a highly motivated and organized Marketing Specialist to join our team. The successful candidate will be responsible for supporting the Sales Representatives in achieving onboarding goals and assisting with training, both new onboards and refreshers.Key Responsibilities:Support the Sales...

  • Customer Relations Specialist

    3 weeks ago

    Birmingham, Alabama, United States Kurt Adams - State Farm Agent Full time

    Job OverviewAs a member of our dynamic team at Kurt Adams - State Farm Agent, you will have the opportunity to build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance. This role will allow you to experience working in an agent's office and explore the possibility of becoming a...

  • Insurance Account Specialist

    12 hours ago

    Birmingham, Alabama, United States Eric O. King - State Farm Agent Full time

    Job OverviewAs a key member of the Eric O. King - State Farm Agent team, we are seeking a highly motivated and results-driven professional to join our team as an Insurance Account Position. This exciting opportunity offers a unique chance to grow your career in a fast-paced environment, while providing excellent income and growth...

  • Market Specialist 1 or 2

    2 weeks ago

    Birmingham, Alabama, United States 4P Consulting Inc. Full time

    Job DescriptionWe are seeking a highly motivated and organized individual to join our team as a Market Specialist 1 or 2. This role will be responsible for supporting the Sales Representatives in achieving onboarding goals and assisting with training, both new onboards and refreshers.Key Responsibilities:Support Sales Representatives in achieving onboarding...

  • Market Specialist 1 or 2

    1 month ago

    Birmingham, Alabama, United States 4P Consulting Inc. Full time

    Job Overview4P Consulting Inc. is seeking a highly motivated and organized Market Specialist 1 or 2 to join our team. As a key member of our organization, you will be responsible for driving sales, managing partnerships, and ensuring compliance with our digital finance app.Key ResponsibilitiesSupport Sales Representatives in achieving onboarding goals and...

  • Transportation Specialist

    2 weeks ago

    Birmingham, Alabama, United States The Hertz Corporation Full time

    Transportation Opportunities at The Hertz Corporation**Job Summary:**We are seeking a skilled Transportation Specialist to join our team at The Hertz Corporation. As a key member of our operations team, you will be responsible for delivering vehicles to various locations while providing exceptional customer service.**Key Responsibilities:*** Transport...

  • Travel Nurse ICU Specialist

    2 weeks ago

    Birmingham, Alabama, United States Travel Nurses Inc Full time

    Job Title: ICU Travel Nurse RNWe are seeking a skilled ICU Travel Nurse RN to join our team at Travel Nurses Inc. in Birmingham, Alabama.Job Summary:This is a 12-week travel nursing assignment with 36 hours per week, 12-hour shifts, and nights. The ideal candidate will have 1-2 years of recent experience in ICU and be willing to adapt to new...

  • Marketing Specialist

    9 hours ago

    Birmingham, Alabama, United States Bloc Resources LLC Full time

    Job DescriptionSmart Financing is a digital financing tool that enables 1100 service providers to offer loans for energy-efficient home projects. The Dealer Management Team is responsible for driving sales, managing partnerships, and ensuring compliance with the digital finance app.The Marketing Specialist will:Support sales representatives in achieving...

  • Market Specialist 1 or 2

    4 weeks ago

    Birmingham, Alabama, United States 4P Consulting Inc. Full time

    Job DescriptionWe are seeking a highly motivated and organized individual to join our team as a Market Specialist 1 or 2 at 4P Consulting Inc.Job Summary:The successful candidate will be responsible for supporting the Sales Representatives in achieving onboarding goals, assisting with training, and gathering pertinent information for accuracy. They will also...

  • Travel Nurse RN

    1 month ago

    Birmingham, Alabama, United States ARMStaffing Full time

    ARMStaffing RN - PCU Job OpportunityWe are seeking a skilled RN to join our team in Birmingham, Alabama, working on the Cardiology Unit. This 12-hour night shift position offers a unique opportunity to provide exceptional patient care in a dynamic environment.What We OfferCompetitive Pay and Benefits: Enjoy a comprehensive benefits package, including health,...

  • Payroll Specialist

    24 hours ago

    Birmingham, Alabama, United States Vaco Full time

    About the RoleVaco is seeking a highly skilled Payroll Specialist to join our team in Birmingham, AL. As a key member of our payroll team, you will be responsible for processing and managing the company's payroll, benefits, and leave administration.You will work closely with management and staff to provide support and answer questions related to benefits and...

  • Marketing Professional

    3 weeks ago

    Birmingham, Alabama, United States Bloc Resources LLC Full time

    Job Title: Marketing SpecialistAt Bloc Resources LLC, we are seeking a highly motivated and organized Marketing Specialist to join our team. The ideal candidate will have great communication skills, be able to build relationships with internal and external stakeholders, and have a strong work ethic.Job DescriptionThe Marketing Specialist will be responsible...

  • Security Specialist

    4 weeks ago

    Birmingham, Alabama, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Security Specialist to join our team. As a key member of our Technology organization, you will be responsible for designing, building, and maintaining technology solutions that ensure the security and integrity of our systems and data.Key ResponsibilitiesProvide subject matter expertise in...

  • Software Asset Management Implementation Specialist

    4 weeks ago

    Birmingham, Alabama, United States Regions Bank Full time

    Job DescriptionAt Regions Bank, we are seeking a highly skilled Software Asset Management Implementation Specialist to join our team. As a key member of our IT department, you will be responsible for implementing and managing our software asset management processes to ensure compliance with our policies and guidelines.Key ResponsibilitiesImplement and manage...

  • Software Asset Management Implementation Specialist

    24 hours ago

    Birmingham, Alabama, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly skilled Software Asset Management Implementation Specialist to join our team. As a key member of our technology team, you will be responsible for implementing and managing our software asset management system, ensuring compliance with our policies and guidelines.Key Responsibilities:Implement and...

  • Client Relationship Specialist

    3 weeks ago

    Birmingham, Alabama, United States Fairvoy Private Wealth Full time

    Job DescriptionFairvoy Private Wealth is seeking a highly skilled and motivated individual to join its team as a Client Relationship Specialist in its Birmingham, Alabama office.This role is a key point of contact for prospective and existing clients, overseeing daily operational work for the team, including handling client requests, submitting account...

  • Software Asset Management Implementation Specialist

    2 weeks ago

    Birmingham, Alabama, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly skilled Software Asset Management Implementation Specialist to join our team. As a key member of our IT department, you will be responsible for ensuring the effective management of our technology assets throughout their lifecycle.Key Responsibilities:Support the lifecycle management of technology...

  • Software Asset Management Implementation Specialist

    3 weeks ago

    Birmingham, Alabama, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly skilled Software Asset Management Implementation Specialist to join our team. As a key member of our IT department, you will be responsible for implementing and managing our software asset management processes to ensure compliance with our policies and guidelines.Key Responsibilities:Implement and...