Agent Onboarding Specialist - Eastern time US Based Remote

Lensa; San Jose (CA); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company in real estate is seeking an Agent Onboarding Specialist to ensure a seamless onboarding experience for agents. This remote role requires strong communication skills and the ability to manage multiple tasks effectively. The ideal candidate will have customer service experience and be technologically proficient. This position offers the opportunity to work with a renowned brand in a dynamic environment.

Qualifications

• 2+ years customer service experience preferred.
• Strong written and verbal communication skills.

Responsibilities

• Manage the onboarding experience for all agents.
• Coordinate and oversee the onboarding process.

Skills

Customer Service

Communication

Problem Solving

Technological Proficiency

Education

Real Estate Office Experience

Tools

Microsoft Office

Adobe Acrobat

Power BI

Job description

Agent Onboarding Specialist - Eastern time US Based Remote

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.

• 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.
  
  

This is a 100% remote role, however the ideal candidate will be willing to work Eastern 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 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 (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.

Coldwell Banker (https://www.coldwellbanker.com/) 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. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc.

Anywhere Real Estate Inc. (http://www.anywhere.re/) (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estateBetter Homes and Gardens Real Estate (https://www.bhgre.com/) ,Century 21 (https://www.century21.com/) ,Coldwell Banker (https://www.coldwellbanker.com/) ,Coldwell Banker Commercial (https://www.cbcworldwide.com/) ,Corcoran (https://www.corcoran.com/) ,ERA (https://www.era.com/) , andSotheby's International Realty (https://www.sothebysrealty.com/eng) , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.

At Anywhere, we are empowering everyone’s next move – your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. 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 our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (https://anywhere.re/wp-content/uploads/2025/03/2024-Impact-Report.pdf) .

We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:

• Great Place to Work
• Forbes World's Best Employers
• Newsweek World's Most Trustworthy Companies
• Ethisphere World's Most Ethical Companies
  
  

EEO Statement: EOE including disability/veteran

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  IT Services and IT Consulting

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