Client Experience Specialist - Pacific Time US Remote

Anywhere•US Remote City, US Remote State

7h•$23 - $25•Remote

About The Position

The Client Experience Specialist manages all non-licensed aspects of real estate transactions from contract to close. The role supports agents, consumers, and other transaction parties by simplifying the transaction process and providing reliable, accurate, and responsive service. This position is 100% remote and supports various markets, primarily in California; the ideal candidate can work in Pacific Time. The specialist manages transaction workflows, documentation, communications, deadlines, and financial processing. They serve as a point of contact for agents and clients through closing, help ensure transaction files meet compliance requirements, and resolve discrepancies to support accurate and timely agent payouts. The role requires effective multitasking, problem-solving, communication, technical aptitude, and a service-oriented approach in a fast-paced, high-volume, paperless environment.

Requirements

At least 2 years of experience in real estate, mortgage, title administration, or transaction coordination.
Ability to work independently with urgency in a fast-paced, high-volume, paperless environment.
Customer-service approach that anticipates agent and consumer needs throughout the transaction process.
Ability to learn and navigate multiple software systems, including transaction management and financial tools.
Critical thinking and problem-solving skills, with accuracy in managing expenses, invoices, commission calculations, and transaction data.
Ability to manage end-to-end workflows, prioritize tasks, and complete transaction processing on time.
Strong collaboration and communication skills, including clear oral and written communication.
Accuracy, thoroughness, and quality assurance in one’s own work.
Adaptability when managing competing demands, changes, delays, and unexpected events.
Ability to develop and maintain collaborative relationships with agents and colleagues.
Ability to work in Pacific Time is desired.

Responsibilities

Perform non-licensed administrative tasks for real estate agents.
Identify and manage contractual dates and deadlines to ensure transactions close in a timely, efficient, and accurate manner.
Collaborate with agent services, agents, and third parties to obtain required documentation and maintain compliant transaction files in the appropriate systems.
Organize transaction details in applicable systems and provide ongoing updates to agents, clients, and third parties.
Serve as the point of contact for agents and clients and obtain information or documentation needed for clear to close.
Manage end-to-end transaction processing, including entering transaction expenses, verifying details, preparing commission invoices, calculating and finalizing commission payments, and resolving discrepancies to support timely, accurate agent payouts.
Regularly manage communications with all parties involved in each transaction.
Prioritize service to agents and transaction parties with a positive, engaging attitude.