Client Experience Specialist – Licensed

Knowledge Anywhere

Client Experience Specialist managing non-licensed aspects of real estate transactions. Collaborating with agents and clients to ensure timely, accurate processing of real estate deals.

Posted 5/19/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $25 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

transaction processingcontract managementdocument preparationcommission calculationdiscrepancy resolutiondeadline managementtransaction coordinationcompliance documentationadministrative tasksreal estate licensing

Soft Skills

communicationorganizationcollaborationcustomer serviceproblem-solvingattention to detailpositive attitudeengagementtime managementstakeholder management

Tools & Technologies

transaction management systemsreal estate softwaredocument management systemscommunication platformscompliance systemsCRM systemsfinancial softwareemail communication toolsproject management toolsdata entry systems

Certifications & Qualifications

real estate license

Industry Keywords

real estatemortgagetitle administrationtransaction coordinationcontract addendumscommission invoicesagent servicesclosing processtransaction file compliancestakeholder communication

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.
Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments.
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.
Active real estate license in good standing, preferably in one of the states specified on the job posting.

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