Client Experience Specialist

Knowledge Anywhere

Client Experience Specialist managing non-licensed real estate transactions for Coldwell Banker by ensuring timely and accurate processing while collaborating with various stakeholders.

Posted 5/6/2026full-timeRemote • Arizona • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $24 per hourWebsite

About the role

Key responsibilities & impact

Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner.
Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems.
Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties.
Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts.
Regularly update and manage communication with all parties involved in the transaction.
Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

Requirements

What you’ll need

Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required
Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
Technical- ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools.
Analytical Thinking & Transaction Accuracy – able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity.
Process Management – able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing.
Partnership/Collaboration—the individual remains open to others' ideas and exhibits willingness to try new things.
Oral/Written Communication—the individual speaks clearly and persuasively in any situation to clearly advise and resolve any issues.
Quality Assurance-the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
Adaptability—the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
Building Collaborative Relationships – the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information & support.

Benefits

Comp & perks

Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
401(k) savings plan with company match
Paid Time Off to Include Holidays , Vacation Time, and Sick Time
Paid Family & Paternity Leave
Life Insurance
Business Travel Accident Insurance
All employees receive access to LinkedIn Learning
Employee Referral Program
Adoption Assistance Program
Employee Assistance Program
Health and Wellness Program and Incentives
Employee Discounts
Employee Resource Groups

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

transaction coordinationfinancial toolsdata analysisinvoice preparationcommission calculationcompliance managementdocument managementtransaction processingworkflow managementproblem-solving

Soft Skills

self-motivatedcustomer serviceanalytical thinkingprocess managementcollaborationoral communicationwritten communicationquality assuranceadaptabilityrelationship building