An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
Transaction/Client Coordinator Oversees the day-to-day processing and coordination of residential real estate closings from opening a new file through scheduling the closing. This position requires attention to detail, the maintenance of privacy and confidentiality standards, multi-tasking, and professionalism. The successful candidate will engage in all facets of production within the department. Therefore, being a team player and a strong communicator is a must. Duties and Responsibilities Reviews Purchase Agreements and lender requests, opens new file. Follows up on title order, and other missing documentation. Handles phone calls, faxes, emails. Coordinates with escrow agent to schedule settlement date, time and place. Resolves customer and agent issues. Maintains a positive working relationship with all customers. Adheres to company policies and guidelines. Experience Customer Service experience is a must. Working knowledge of computer software and basic internet 1-3 months related experience and/or training would be preferred, but not required. We will coach. Education High school diploma or equivalent is required Skills Pleasant, courteous, and professional when dealing with customers or clients, and look for solutions that make doing business with us easier. Adapts to new, different, or changing requirements; and attentive to details. Maintains privacy and confidentiality of company information, as well as that of customers and co-workers. Uses logical thought processes to analyze and draw conclusions. Works effectively with others and treats them with honesty, fairness, and respect. Demonstrates a willingness to work and seeks out new work challenges. Plans and prioritizes work to manage time effectively and accomplish assigned tasks. Telephone skills, including a pleasant phone voice and etiquette. Ability to clearly communicate thoughts, ideas, and information in written and oral form. Essential Job Functions (including physical requirements) This position requires repetitive use of a keyboard, extensive phone use, bending, sitting, squatting, light lifting, and simple grasping.
