Client Services Specialist

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $27 - $34 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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GPARENCY

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🏠 Real Estate

🤝 B2B

💰 Venture Round on 2022-12

Finance • Real Estate • B2B

GPARENCY is America's only commercial mortgage broker with capped fees, offering innovative solutions in commercial real estate. Founded in 2021 by Ira Zlotowitz and Ben Schweitzer, the company promises clients that they will never pay more than half a point at closing, capped at $100,000 or $11,000 upfront. Their emphasis on technology development reflects their commitment to modernizing the capital markets sector and improving the client experience.

📋 Description

• Serve as a professional and responsive point of contact for clients and prospective clients • Respond to client questions, requests, and follow-ups in a timely and professional manner • Guide clients through next steps, information requirements, documentation, and applicable process milestones • Coordinate the collection, organization, and tracking of client information and supporting documents • Maintain accurate client records, notes, tasks, communications, and follow-up activities in company systems • Monitor outstanding requests and proactively follow up to help keep client activities moving forward • Coordinate communication among clients, financing professionals, and internal stakeholders • Support the organization and progression of commercial real estate financing opportunities • Identify missing information or potential issues and communicate them to the appropriate team member • Handle confidential business and financial information with discretion and professionalism • Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail • Contribute ideas and feedback that can improve client communication, service quality, and internal processes

🎯 Requirements

• 3+ years of experience in client services, customer support, account coordination, financial services, real estate, administrative support, or a related field preferred • Excellent written and verbal communication skills • Strong organizational skills with exceptional attention to detail • Demonstrated ability to manage multiple priorities, deadlines, and client requests • Comfortable using CRM systems, email, spreadsheets, business software, and digital documentation • Strong follow-through and the ability to take ownership of assigned responsibilities • Ability to learn commercial real estate finance concepts, terminology, and workflows • Professional judgment when handling confidential or sensitive information • Ability to work independently in a remote environment while collaborating effectively with a team • Strong problem solving skills and a genuine commitment to providing a positive client experience

🏖️ Benefits

• Remote work and a collaborative digital work environment • Professional development through hands-on experience in commercial real estate finance • Meaningful client interaction and relationship-building opportunities • Exposure to financing workflows, business operations, technology, and client relationship management • A collaborative environment focused on communication, accountability, and professional growth • Competitive compensation and applicable employee benefits, with specific plan details and eligibility provided during the hiring process