Customer Support Agent (Real Estate Industry)

Schedule:

• Monday to Friday, Flexible hours between 8 am - 5 pm EST (20 hours per week), with potential to grow into full-time
  

Client Timezone: Florida time zone

Client Overview

Join a thriving mortgage brokerage and real estate consultancy that’s poised for growth. This dynamic business, led by an experienced mortgage broker, serves clients across the real estate spectrum. With a focus on personalized service and efficient operations, the company is seeking to expand its capacity to meet increasing demand.

Job Description

As a customer support agent in this fast-paced mortgage and real estate environment, you’ll be at the heart of client communications and business growth. You’ll manage lead follow-ups, guide clients through the mortgage application process, and ensure smooth operations across multiple business functions. This role offers a unique opportunity to gain in-depth knowledge of the mortgage industry while honing your skills in client relationship management. Your contributions will directly impact business expansion and client satisfaction, making you an integral part of the company’s success story.

Responsibilities

• Conduct proactive follow-ups with leads and clients at various stages of the mortgage application process
  
• Assist clients in completing applications and uploading necessary documents, addressing queries as they arise
  
• Manage the broker’s calendar, scheduling appointments for complex cases requiring expert attention
  
• Maintain ongoing relationships with past clients through timely communications and anniversary messages
  
• Generate weekly reports for partnering real estate agents on mutual prospects
  
• Utilize and update CRM systems (Bonzo, GoHighLevel) to ensure accurate client information
  
• Identify and escalate urgent matters or roadblocks in the application process
  
• Support additional administrative tasks for the associated real estate business as needed
  

Requirements

• Excellent verbal and written communication skills in English
  
• Proven experience in customer service or administrative support roles
  
• Proficiency with CRM systems and ability to quickly adapt to new software (experience with Bonzo, GoHighLevel, or Arrive is a plus)
  
• Strong organizational skills with the ability to juggle multiple tasks and priorities
  
• Basic understanding of the mortgage or real estate industry (preferred but not required)
  
• Self-motivated with the ability to work independently in a remote setting
  
• Availability to work within the Florida time zone
  
• Comfortable making phone calls and interacting with clients regularly
  
• Attention to detail and commitment to maintaining high-quality work