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crm salesforce customer experience closing mortgage📋 Description
- Fiduciary from contract to closing
- Primary contact for settlement providers
- Review and approve settlement statements
- Manage insurance and service orders
- Track dates, details, forms in Salesforce
- Collaborate with CX to close on time
- Communicate with title and lenders to close
- Ensure pre-closing items ordered and approved
- Review title commitments
- Follow up with lenders and title on closing status
- Request and track wires to closing
- Coordinate signing of closing documents
🎯 Requirements
- 2+ years Real Estate transaction management experience
- Exceptional organizational skills
- Attention to detail and accuracy
- Adaptability to changing priorities
- Impeccable written and verbal communication
- Strong time-management and PM skills
- Focus under deadlines and multitasking
- Customer-focused with a seamless experience
- Drive to join a growing, collaborative team
- Bachelor's degree or real estate license preferred
🎁 Benefits
- Fully remote work environment
- Global, diverse team
- Values-driven, global culture
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