Savvital

Operations

• Manage and coordinate real estate transactions from listing through closing
• Track timelines, contingencies, and ensure all deal milestones are met on time
• Draft, review, and manage contracts including listing agreements, offers, counteroffers, addenda, and closing documents
• Facilitate document execution through platforms such as DocuSign
• Coordinate escrow-related activities including inspections, appraisals, disclosures, and closing logistics
• Maintain due diligence folders, audits, and seller requirement checklists
• Maintain accurate and up-to-date deal files, trackers, and pipeline logs
• Monitor offers, counteroffers, and transaction progress using tools like Trello or similar platforms
• Manage property listings across platforms such as LoopNet, Crexi, MLS, LinkedIn, and company websites
• Update property status, pricing, and listing details as required
• Act as a liaison between clients, agents, and internal teams, ensuring clear and timely communication
• Respond to inquiries and manage follow-ups in a structured and professional manner
• Organize transaction files, closing documents, and internal submissions
• Handle urgent or quick-turn requests with effective prioritization

Brokerage Operations Coordinator / Transaction Coordinator

Insurance

• Prepare new business quotes and requotes for personal and commercial lines across multiple insurance carriers.
• Review coverage options, pricing, and underwriting requirements to ensure accuracy and compliance.
• Assist with policy endorsements, renewals, cancellations, and general servicing requests.
• Support agents with documentation, follow-ups, and policy-related inquiries.
• Maintain and update client records in CRM systems, ensuring data accuracy and completeness.
• Track policy statuses, renewals, and follow-up activities to ensure timely servicing.
• Communicate with insurance carriers for quotes, policy updates, and clarifications.
• Navigate carrier portals to retrieve documents and submit required information.
• Act as a point of contact for routine client communications via email and internal systems.
• Ensure timely, professional, and clear communication aligned with client and compliance standards.
• Organize insurance documents, proposals, and policy files.
• Support internal teams with reporting, data entry, and workflow management.

Insurance Associate

Engineer

• Twilio Flex Customization: Extend and customize Twilio Flex for contact center operations, ensuring a seamless experience for agents and customers.
• Workflow Engineering: Configure and manage complex workflows using TaskRouter, Twilio Studio, and serverless functions.
• Omnichannel Integration: Build and maintain communication flows across Voice, SMS, Chat, and WhatsApp.
• System Integration: Develop APIs and handle webhooks to integrate Twilio with CRMs (Salesforce, HubSpot), databases, and third-party tools.
• UI/UX Enhancement: Customize the React-based Flex UI to build agent-facing tools and dashboards that improve operational usability.
• Operational Logic: Implement sophisticated call routing, queue logic, and business rules to optimize contact center performance.

Twilio Flex Engineer

Designer

• Review architectural and construction drawings to identify specific requirements related to glass and glazing.
• Perform detailed takeoffs for storefront systems, curtain walls, glass panels, aluminum framing, and door/window units.
• Prepare Bills of Quantities (BOQ) and structured cost estimates.
• Assist in preparing customer quotes based on provided pricing frameworks and vendor inputs.
• Use AutoCAD to prepare and verify drawings specifically for windows, doors, and glass systems.
• Read and interpret blueprints, elevations, sections, and technical specifications.
• Identify scope gaps, inconsistencies, or assumptions in drawings and coordinate with teams to clarify technical details.
• Perform necessary engineering calculations and project estimations to ensure structural and material integrity.
• Utilize internal software to generate Bills of Materials (BOM) and product calculations.
• Use Excel to build estimating worksheets and maintain organized project records.

Brokerage Operations Coordinator / Transaction Coordinator

Insurance Associate

Twilio Flex Engineer

Design and Estimation Engineer