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Real Estate Client Care Manager

Company: Coastal Real Estate
Location: Costa Mesa
Posted on: July 5, 2024

Job Description:

lockbox placement, key copies, for sale sign, flyer holders, bootie baskets, open house presentation including putting out/taking down open house signs, set up/clean up and tablet stands at open houses, sold signs, and retrieval of all inventory upon close.
--- Input all listing information and photos into MLS and marketing websites, and update as needed.
--- Coordinate showings, open houses, broker open houses and obtain feedback.
--- Provide proactive weekly feedback to sellers regarding all showings and marketing activities.

Transaction Coordination:
--- Oversee all aspects of Seller & Buyer transactions from executed Listing or Purchase Agreement to Close of Escrow.
--- Coordinate title/escrow, mortgage loan and appraisal processes.
--- Meet clients to review, sign, and complete disclosures.
--- Coordinate inspections and meet inspectors/vendors as necessary.
--- Prepare appraisal folder.
--- Assist in negotiations regarding repairs, and coordinate completion of repairs, and final walk-through.
--- Regularly update & maintain communication with clients, agents, escrow, lender, TC, etc.
--- Submit all necessary documentation to office broker for file compliance (or delegate and oversee that TC is completing appropriate tasks)
--- Coordinate moving/possession schedules, and arrange for delivery of keys and pick up of signs, lockboxes, etc.
--- Coordinate/deliver closing gifts.
--- Email and follow up for Google, Facebook and/or Zillow Reviews
--- Input and/or update all client information into client database system
--- Schedule 30-Day, 90-Day & 120-Day client customer service follow up calls to assist with any home improvement provider recommendations and to ask for referrals.

Administration and Team Management:
--- Coordinate and assist with all Team events.
--- Prepare agendas for team meetings, and track and manage projects and tasks for the team
--- Manage and delegate tasks to Team Assistant/Runner, training as necessary
--- Manage and delegate tasks to Transaction Coordinator, training as necessary
--- Maintain and organize accounts payable and receivable, negotiating and processing payments to vendors such as stager, photographer, flyer drop, etc.
--- Work closely with team bookkeeper to reconcile credit card statements, obtain monthly expense reports from employees, and charge expenses to correct accounts.
--- Assist Team Leader in reviewing monthly Budget and Profit & Loss statements to manage team expenses and maximize profitability
--- Bank deposits as needed
--- Track office inventory and Employee property
--- Coordinate/manage Employee schedules
--- Manage email, deleting, prioritizing and responding as applicable; forwarding leads to team members, notifying team leader of urgent requests, and fielding and scheduling appointments
--- Answering and responding to team leader's forwarded calls during appointments or days off
--- General administrative support for the team as needed.

Key Software Proficiency:
--- Docusign
--- Zipforms
--- Microsoft Office (Word, Excel, Powerpoint), G-Suites & Google Docs --- Able to quickly learn and master industry specific software and apps such as Follow Up Boss (CRM), Asana (Project Management Software), Spacio (Open House App), Canva, CTE (Tracking & Measuring Software), Ylopo, Quickbooks (Accounting), etc.


--- A valid Real Estate License is required for this job
--- Excellent communication skills and organizational skills
--- Used to handling private information and meeting hard deadlines
--- Well-versed in navigating computer software, especially Canva, Google Business Apps, MLS, Project Management Software, and CRM

About Company:
Top producing agent and team based in coastal Orange County.

Keywords: Coastal Real Estate, Costa Mesa , Real Estate Client Care Manager, Executive , Costa Mesa, California

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