Real Estate Investment Specialist - Remote | Wfh

At our forward-thinking technology company, we firmly believe that our team is our most valuable asset. With a vision to create a more prosperous future for all, we are pioneers in the private market, redefining how ownership in leading companies is experienced. Embracing our core values of boldness, humility, and accountability, we take pride in our daily contributions to incredible innovations like space travel, planet-saving plant-based nutrition, and beyond.
About Us
At our company, we are on a mission to empower more people to own shares in the world's most prominent private companies. Our cutting-edge technology platform offers unparalleled access to a vast network of buyers and sellers, revolutionizing the private market landscape. With a range of innovative financial solutions, exclusive data insights, secure custody options, and a thriving marketplace, our goal is to create a transparent, accessible, and seamless global private market ecosystem for companies, their employees, and investors alike. Through our platform, employees can unlock pre-IPO liquidity, employers can reward shareholders, and both individuals and institutions can participate in the growth of private unicorns.
What Sets Us Apart
Our unique global marketplace caters to the increasing demand for exposure to private company stocks, establishing a growing network effect with solid competitive advantages. With over 440,000 registered users and an impressive track record of over 21,000+ transactions, representing over $12 billion in volume across 500+ companies, we are changing the game in the private market.
Why You Should Join Us
As the demand for our innovative financial solutions skyrockets, we are seeking passionate individuals to join our dynamic team. We offer an exciting opportunity to play a pivotal role in the real estate and promissory note processing, contributing to the success of our cutting-edge marketplace.
Key Responsibilities
Your Primary Responsibilities Will Include
As a Real Estate and Promissory Note Processor, you'll be at the forefront of our exceptional service delivery.
Monitoring investment tickets in Zendesk and promptly responding to customer inquiries
Reviewing investment documents and efficiently processing transactions
Ensuring all requests are completed within defined service level times, meeting accuracy and productivity standards
Communicating effectively with customers and internal departments via phone, email, or written communication to resolve service requests
Maintaining accounts in compliance with regulatory standards and company procedures, with meticulous documentation
What We're Looking For
To excel in this role, you should possess the following qualifications and skills:
Extensive customer service experience in the financial/banking/retirement service area
Knowledge of real estate, with experience working with escrow and title companies
Familiarity with required documents such as Purchase Contracts, Preliminary Reports, HUD/Settlement Statements, Deeds, Promissory Notes, etc.
Strong verbal and written communication skills
Outstanding organizational ability and attention to detail
Proficiency in Microsoft Suite: Word, Excel, PowerPoint, and Outlook
Data entry skills, with a typing speed of 40+ words per minute
Excellent interpersonal and teamwork skills
Strong problem-solving, conflict resolution, and negotiation skills
Customer service orientation with a proactive and out-of-the-box thinking approach
Maturity and a strong sense of integrity
Self-motivated and resourceful
Cultural awareness and ability to thrive in a diverse environment
Must be able to work effectively while sitting or standing for extended periods
Perks and Benefits
Fully remote position based out of Denver, CO
Comprehensive benefits package, including Medical, Dental, Vision, Life, Disability, and 401(k) plan
Competitive starting salary of $21.25/HR with additional bonus opportunities
Exciting work environment contributing to transformative innovations
Employment Type: Full-Time
Salary: $ 21.00 Per Hour