Onboarding Specialist

Job Description

Job Description: CanZell Realty Onboarding Specialist 

The Team: 
Our vision is to change the lives of the communities we serve through abundant giving! We want to change the way real estate is done. At CanZell Realty, we are different. Our vision is to create the first truly global real estate company that provides agents with technology, training, support, and leadership so that they can provide a wowing experience to their clients, every time. Our focus is centered around making the home buying and selling process easier for our clients. We leverage groundbreaking technologies to make the experience more efficient. At Canzell, we believe that the foundation of every business is sustained by developing lasting relationships with every client. We are committed to understanding the needs of our clients and our agents and exceeding their expectations. CanZell, is built on honesty and integrity. At CanZell, we are commited to helping our clients achieve their real estate dreams.

The Onboarding Department is the first point of contact when Agents are joining the CanZell, family and is responsible for serving our Agents throughout the onboarding process. In this Onboarding Specialist position, attention to detail, ability to follow through processes, and building relationships are the KEY ingredients to our team’s success. We are committed to providing superior support to our Agents and leadership team across the organization, across the country. This position is only for someone passionate about helping Agents build their business while also developing personally and professionally in their role.

The Ideal Candidate: 
The ideal candidate is an extremely detail-orientated person who thrives in a fast-paced business environment, working independently to meet deadlines, coordinating with multiple leaders and has a supportive and approachable communication style. The Onboarding Specialist must be punctual, maintain excellent attendance, conduct themselves in a professional manner, must be able to trouble-shoot and problem solve on their own, be flexible and responsive, have the ability to prioritize and multi-task, must have superior oral and written communication skills, must be able to look ahead pro-actively turning moments of ‘down time’ into productive time, and always be mindful of how their behavior and interactions reflect on the Department, their Supervisor(s), and the company as a whole.

The Role’s Responsibilities may include: 
Onboarding Specialists may be responsible for, but not limited to, the following:

Assist in developing new processes to make the Agent onboarding experience perfect

Communicate effectively to ensure new Agents are well informed about updates within CanZell Realty

Assist Agents with any issues that may arise while onboarding with a new brokerage

Contact new onboarding Agents a minimum of 4 times throughout the first month joining

Ensure all new Agents are signed up for and attend all new Agent training

Ensure all new Agents have full access to all systems offered with joining CanZell

Ensure licenses are transferred and posted in local offices

Set up all new email communication including email, Slack, Workplace and more

Set up new Agents in systems to ensure monthly E&O fees are collected

Send required documents for signature and audit received documents through onboarding process

Add all new agents to the national Regus Enterprise account

Train new Agent training a minimum of once per week

Monitor social media such as Facebook, Instagram, Twitter, etc.

Assist with joining the agents local MLS if we have not done so already

Answer questions from Agents via phone, chat, email and ticketing system

Contribute to the development and management of departmental training materials

Contribute to the documentation, processing, and continuous updating of departmental SOP’s (Standards of Practice)

Identify areas for improvement in working with new and veteran Agents

Support Agents and other internal departments by phone, email, chat, support tickets, or in person

Learn basic information about the real estate industry

Create, edit, post, and maintain Onboarding instructional videos

Import and export data from technology platforms as needed

Contribute to the monitoring of the department’s incoming email communication

Support other departments as it relates to training and supporting our Agents

Participate in employee cross-training opportunities

Skills/Traits/Qualifications: 
Required skills: exceptional customer service skills and attention to detail ability to effectively learn new technology platforms, solid knowledge of MS Office, very strong computer skills, self-motivated, ability to work without supervision, ability to prioritize responsibilities, ability to follow through on a project to completion with little-to-no supervision, experience with Facebook and other social media platforms.

Required traits: To be successful in this role, the ideal candidate must have the ability to communicate well, motivate the team, handle and delegate responsibilities, listen to feedback, and have the flexibility to solve problems in an ever-changing workplace. They must have a high level of professionalism and confidentiality, strong written and verbal communication skills and motivation to do things without waiting to be asked. They must have a strong desire to be part of and make valuable contributions to fast-paced environments, effective active listening, eagerness to learn, flexibility, trustworthiness, internal drive to grow and succeed while still helping others.

Pluses include: Prior Real Estate experience, Real Estate transaction experience, QuickBooks experience, Microsoft 360 experience, experience with GoogleDrive and Google applications.

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