Associate, Granite
Core
Guide new clients through onboarding, serve as the primary point of contact for inquiries, and resolve issues to support clients in using the company's mortgage and real estate technology platforms.
Role type
Client success associate (mortgage/real estate tech)
Builds
Client onboarding workflows and support for mortgage servicers and real estate auction platforms
Domain
Mortgage and real estate technology services
Deliverable
client delivery
Required skills
client onboarding, issue troubleshooting, relationship building, client education, CRM data management, business email writing, phone communication, analytical thinking, attention to detail, typing speed (30+ wpm)
Preferred skills
previous client-facing or customer service experience
Technologies
CRM systems, office productivity software
Responsibilities
guide new clients through onboarding, address client questions and concerns via phone and email, troubleshoot and resolve client issues, nurture long-term client relationships, provide educational resources on product updates, convey client feedback to internal teams, maintain accurate client records in the CRM
