Agent Onboarding Specialist - Eastern time US Based Remote

Lensa; San Francisco (CA); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading career site is seeking an Agent Onboarding Specialist to ensure a seamless onboarding experience for agents at Coldwell Banker. This remote role requires managing the onboarding process and supporting branch leaders. Ideal candidates will have customer service experience and strong communication skills.

Qualifications

• 2+ years customer service experience preferred, real estate office experience strongly preferred.
• Strong written and verbal communication skills.

Responsibilities

• Manage the onboarding experience for all agents.
• Facilitate communication with branch leaders regarding onboarding.

Skills

Customer-focused

Problem-solving

Communication

Tools

Microsoft Office

Adobe Acrobat

Power BI

Job description

Agent Onboarding Specialist - Eastern Time US Based Remote

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Lensa is the leading career site for job seekers at every stage of their career. Our client, Anywhere Real Estate, is seeking professionals. Apply via Lensa today!

This is a 100% remote role; however, the ideal candidate will be willing to work Eastern Time Zone hours.

Job Summary

As an Agent Onboarding Specialist (AOS), 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.

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 transfer 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 the primary liaison with Licensing to ensure compliance with regulations.
• Manage the interactive onboarding checklist and follow up with internal partners to ensure proper setup and access to all CBR agent tools.
• Provide initial overview of DESK with focus on account activation, enrollment, and profile setup.
• Assist with initial headshot, bio, and contact uploads into marketing products.
• Assist with initial marketing material ordering, such as signage, business cards, badges, etc.
• Manage "warm hand-off" to branch leaders and Agent Support Teams after onboarding.

Branch Leader Support

• Facilitate communication with branch leaders regarding onboarding.
• Support branch manager recruiting efforts for top-tier agents as needed.

Qualifications

• 2+ years customer service experience preferred; real estate office experience strongly preferred.
• Strong written and verbal communication skills.
• Proficiency with various operating systems (PCs and Macs) and ability to navigate software.
• Proficiency with Microsoft Office; ability to master additional software like Adobe Acrobat and Power BI.
• Effective communication with diverse audiences.
• Ability to work remotely with discipline and high productivity.
• Customer-focused, delivery-oriented, with creative problem-solving skills.
• Willingness to adapt workload and schedule as needed.

Coldwell Banker is a leading real estate brand with a global presence, part of Anywhere Real Estate Inc., which supports nearly 1 million transactions annually across 118 countries. We value talent, innovation, and a people-first culture. Learn more in our Impact Report.

We are recognized as an employer of choice, including by Great Place to Work and Forbes.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: IT Services and IT Consulting

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