Job description
Posted
17-May-2023
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Data & Analytics, Valuations/Appraisal
Location(s)
Dallas - Texas - United States of America, Richardson - Texas - United States of America
Job Summary
In this role, a team of on and offshore staff coordinate and process client requests for quotes received by email or via API intake into our system platform. The Business Operations Coordinator handles the timely intake and transmitting of appraisal bid detail between our valuation professionals and clients with a high level of accuracy.
Duties and Responsibilities
Processes emails requesting quotes in shared mailbox, via system platform and web leads.
Coordinates and update professional’s login credentials via a secure vault.
Accesses client portals for sourcing property details.
References various resource documents as well as internal and external apps and platforms ensuring quotes handling accuracy to client requirements, research of prior appraisal, and potential issues.
Coordinates with professionals and/or other groups in efforts to progress stalled quotes.
Follows a standard mailbox structure and core SOP above company guidelines.
Other duties as assigned.
Supervisory Responsibilities
No formal supervisory responsibilities in this position.
Qualifications
To perform this job efficiently, one should be able to perform each duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Education and Experience
High school diploma or general education degree (GED) with a minimum of two years of related experience and/or training.
Prior experience as an Operations Coordinator or similar role preferred.
Certificates and/or Licenses
None
Interpersonal Skills
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to present information to an internal department and/or large groups of employees.
Financial Knowledge
Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
Reasoning Ability
Ability to understand and carry out general instructions in standard situations. Ability to address problems and demonstrate basic analytical skills.
Other Skills and/or Abilities
Intermediate skills with Microsoft Office Suite (10 or above) products such as Word, Excel, Outlook, etc.
Familiarity working with Smartsheet and Adobe software.
Scope of Responsibility
Decisions made with general understanding of procedures and company policies to achieve set results and timelines. Errors in judgment may cause short-term impact to co-workers and supervisor.
CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.
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