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Homewise Inc. · 1 month ago

Facilities & Support Specialist (Customer Service Representative)

Santa Fe, NM

Full-time

Onsite

New Grad, Entry Level

Homewise Inc. is seeking a dedicated and customer-focused individual to join their team as a Facilities & Support Specialist. This role is crucial for ensuring the smooth operation of the office and delivering exceptional customer service to clients and staff members.

MortgageNon ProfitReal Estate

Comp. & Benefits

Responsibilities

Provide backup support for the Home Purchase Advisor and Technology teams when necessary

Collect and log client payments and fees

Greet clients, answer phone calls, provide directions, and promptly address simple routine concerns professionally and on time

Communicate general information to clients and staff members

Maintain office activity logs, files, and documents

Manage office inventory supplies and replenish them as needed

Utilize computers to create presentations and conduct research as required

Provide responsive and helpful customer service and support to all customers and potential customers, both in person and over the phone. Guide them to the appropriate Homewise department, conduct basic customer information lookup, and assist with scanning customer documents as needed

Sort and distribute mail and general mailbox email, including maintaining mailbox assignments

Ensure the front lobby area is neat and orderly, stocking and organizing supplies such as water and coffee

Provide administrative support for Homewise training classes, including registering customers and making reminder calls

Collaborate closely with other internal departments, including Home Purchase, Loan Servicing, and Marketing, to ensure best practices in service provided to clients and staff members

Utilize the Homewise, Inc. STARS database system, Outlook, and other electronic tools to provide the best service to clients and staff members

Comply with all applicable regulations, policies, and procedures

Complete other duties as assigned

Qualification

Customer serviceOffice managementDatabase managementCommunication skillsTeam collaboration

Required

High school diploma or equivalent

Ability to travel as needed

Must be available to work Monday to Friday, 7:45 am – 5:15 pm

This role is primarily sedentary, with occasional lifting of objects weighing up to 20 pounds

Company

Homewise Inc.

We offer everything you need to buy a home in New Mexico, all under one roof—from free financial coaching and workshops to real estate services to affordable, fixed-rate mortgages.

Founded in 1986