INACTIVE
Full-Time
Real Estate Investment Specialist
Posted on 4/8/2024
Provides liquidity solutions for private markets
Financial Services
Compensation Overview
$24Hourly
+ Bonus
Junior, Mid, Senior
San Mateo, CA, USA
Required Skills
Communications
Customer Service
PowerPoint/Keynote/Slides
Requirements
- Extensive customer service experience in the financial/banking/retirement service area
- Real Estate knowledge, experience working with escrow and title companies
- Familiarity of required documents; Purchase Contracts, Preliminary Reports, HUD/Settlement Statements, Deeds, Promissory Notes, etc.
- Strong verbal and written communication skills
- Outstanding organizational ability and attention to detail
- Working knowledge of Microsoft Suite: Word, Excel, PowerPoint and Outlook
- Data entry, keying 40+ wpm
- Excellent interpersonal and teamwork skills
- Strong problem solving, conflict resolution and negotiation skills
- Strong customer service orientation
- Ability to multi-task, work under pressure, be pro-active and to think \
- out of the box\
- Maturity and a strong sense of integrity
- Self-motivated and resourceful
- Strong cultural awareness
- Must be able to sit and/or stand for long periods of time while working
Responsibilities
- Ensure transactions and customer requests are completed within defined service level times while meeting accuracy and productivity standards
- Communicate with customers and internal departments via phone, email or in writing as appropriate to resolve service requests
- Process all items/requests in accordance with regulatory standards and trust company procedures to ensure compliance with the maintenance of accounts, and maintains necessary documentation accordingly
Forge offers a platform providing transparent access to the private market, with a focus on liquidity solutions and exclusive data. The company's technologies aim to create a transparent, accessible, and seamless global private market, utilizing tools and insights to drive informed investment decisions.
Company Stage
N/A
Total Funding
$411.5M
Headquarters
San Francisco, California
Founded
2014
Growth & Insights
Headcount
6 month growth
↑ 3%1 year growth
↑ 12%2 year growth
↑ 40%INACTIVE