GHS Team 2 - Conceirge

• Assign customer leads to appropriate Real Estate Agents based on location, expertise, and availability.

• Monitor agent performance and ensure they are actively following up with clients and conducting property showings.

• Maintain professional communication with agents to track progress and resolve any issues that may arise.

• Coordinate with Loan Officers to obtain timely updates on customers’ mortgage and financial application status.

• Ensure all updates are recorded accurately in the CRM and communicated to relevant stakeholders.

• Conduct professional outbound and inbound calls, texts, and emails to customers regarding updates, or required information.

• Provide a high‑quality customer experience by maintaining a courteous, helpful, and service-oriented approach at all times.

• Accurately update and maintain all customer, agent, and loan officer interactions within the CRM system.

• Utilize Zoho CRM for lead tracking, task management, reminders, and reporting.

• Ensure data integrity and proper documentation

• Work towards daily, weekly, and monthly targets related to lead assignments, follow-ups, conversions, closings and service-level metrics.

• Collaborate with the team to support process improvements and contribute ideas to enhance customer engagement.