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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.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.
Other Duties:
Other duties as assigned.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.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.
Our Brokerage Group is one of the nation's largest owners and operators of residential real estate brokerages, with offices in more than 50 of the 100 largest metropolitan areas in the United States. Our approximately 675 owned and operated brokerage offices and approximately 56,000 independent sales agents come from our leading brands including Coldwell Banker®, Sotheby's International Realty®, and The Corcoran Group®, as well as our robust commercial real estate operation within Coldwell Banker Commercial®.Anywhere Real Estate Inc. (http://www.anywhere.re/) (NYSE: HOUS) is on a mission to empower everyone’s next move. Home to some of the most recognized brands in real estate Better 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/) , and Sotheby's International Realty® (https://www.sothebysrealty.com/eng)The Anywhere portfolio includes franchise and brokerage operations as well as national title, settlement, and relocation companies and nationally scaled mortgage origination and underwriting joint ventures. Supporting approximately 1.5 million home transactions in 2021, Anywhere is focused on simplifying, digitizing and integrating the real estate transaction for all consumers, no matter where they may be in their home buying and selling journey. With innovative products and technology, Anywhere fuels the productivity of its approximately 196,200 independent sales agents in the US and approximately 136,400 independent sales agents in 118 other countries and territories.At Anywhere Real Estate, diversity fuels success – for our company, for our employees, and for our industry. We strive to be a top destination for diverse talent, committed to creating a culture of belonging that empowers everyone’s next move. 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 diversity – respecting backgrounds, cultures, perspectives, and beliefs. We develop our diverse talent base – through increasing representation in executive key leadership roles with actions including mentorship programs and partnerships with real estate associations that promote diversity and inclusion. Read more about our company’s diversity, equity, and inclusion efforts in our annual Corporate Social Responsibility Report (https://assets.website-files.com/633f08923c4c519693723aa5/63f7690462db639dcd8b18deAnywhere%20CSR%20Report%202022.pdf) .You’ll find our commitment to diversity reflected in our achievements:
Recognized as one of the World’s Most Ethical Companies since 2011.
Anywhere has also been designated a Great Place to Work since 2019.
Recognized by Fortune as one of America’s Most Innovative Companies.
Honored by Forbes as one of the World’s Best Employers for Diversity and Top Female Friendly Companies.
With a diverse employee population, we know we will succeed together and move real estate to what’s next. We hope you’ll join us.EEO Statement: EOE including disability/veteran
