Property Onboarding Specialist
7 days ago
We are seeking a highly skilled Property Onboarding Specialist to join our team at Lendi Group. As a key member of our operations team, you will play a crucial role in ensuring a seamless onboarding experience for our clients.
Key Responsibilities- Manage customer agreements, verifying all required details are accurate and properly documented.
- Guide clients through the onboarding process, assisting them in agreeing to engage a buyer's agent for their home purchase.
- Accurately enter and maintain client information in our system, ensuring records are up to date and compliant.
- Verify the completeness and accuracy of client documents, following up on missing or incorrect details.
- Coordinate with internal teams, including buyer's agents and operations, to facilitate a seamless onboarding experience.
- Provide clear communication to clients regarding next steps, key timelines, and any required actions.
- Respond to client inquiries and provide support on any onboarding-related questions.
- Identify and escalate any potential issues or delays in the onboarding process.
- Assist with reporting and tracking onboarding metrics to improve efficiency and client satisfaction.
- 3+ years of experience working in a similar role within the real estate industry/property management.
- Strong attention to detail and organizational skills, ensuring accuracy in documentation and processes.
- Experience in customer onboarding, administration, or contract management is a plus.
- Exposure to real estate, property management, or a related field is preferred.
- Excellent communication skills and a customer-first mindset, with the ability to build positive relationships.
- Ability to manage multiple tasks efficiently, prioritize effectively, and work collaboratively in a fast-paced environment.
- Comfortable using digital tools, CRMs, and other technology platforms to maintain accurate records and streamline processes.
- A problem-solving mindset, with the ability to identify inefficiencies and contribute to process improvements.
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