Customer Relationship Specialist, Granite
Core
Guide new clients through onboarding, serve as the primary point of contact for inquiries, resolve issues, and nurture long-term relationships within the mortgage and real estate technology sector.
Role type
Customer Relationship Specialist
Builds
Client onboarding experience, support for mortgage and real estate technology platforms
Domain
Mortgage and real estate technology
Deliverable
client delivery
Required skills
client onboarding, issue resolution, relationship building, client education, feedback collection, CRM management, written communication, verbal communication, analytical skills, attention to detail, typing speed (30 wpm)
Preferred skills
previous client-facing or customer service experience
Responsibilities
guide new clients through onboarding, address client questions and concerns via phone and email, troubleshoot client issues, develop and nurture client relationships, provide educational resources to clients, convey client feedback to internal teams, maintain accurate client records in CRM
