Agent Onboarding Specialist
4 weeks ago
This role involves ensuring a seamless onboarding experience for all agent affiliations at Anywhere Real Estate. The ideal candidate will be responsible for coordinating and overseeing the onboarding process, making sure each affiliation is smooth, valuable, and sets up agents for success.
Key Responsibilities:
- Manage the onboarding experience for all agents, ensuring a seamless transition to the Anywhere Real Estate platform.
- Create and process all new agent affiliations through OnBase and associated systems, including digital signing systems.
- Assist with the application or transferring of the agent's state license and MLS or Realtor Board accounts.
- Collect and vet DBA, team, or assistant information for new agents/teams.
- Act as the 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 Anywhere Real Estate agent tools.
- Provide an initial overview of DESK, focusing 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 the "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 of 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 and ability to navigate computer software.
- 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, 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.
Anywhere Real Estate is a top destination for diverse talent, committed to creating a culture of belonging that empowers everyone's next move. 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.
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