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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client services and account coordination, with a strong focus on managing client communications and documentation in the commercial real estate finance sector. Proficient in maintaining accurate records and handling confidential information while ensuring a positive client experience.
Highest-signal resume keywords
Client Services ExperienceCRM System ProficiencyStrong Organizational SkillsAttention to DetailProblem Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client CoordinationDocumentation ManagementCommercial Real Estate Finance ConceptsFinancial Services KnowledgeAdministrative Support
Soft Skills
Excellent Communication SkillsStrong Follow-ThroughProfessional JudgmentAbility to Work IndependentlyTeam Collaboration
Tools & Technologies
CRM SystemsEmail SoftwareSpreadsheetsBusiness SoftwareDigital Documentation Tools
Industry Keywords
Real EstateClient CommunicationConfidential Information HandlingClient ExperienceProcess Improvement
About the role
Key responsibilities & impact- Serve as a professional and responsive point of contact for clients and prospective clients
- Respond to client questions, requests, and follow-ups in a timely and professional manner
- Guide clients through next steps, information requirements, documentation, and applicable process milestones
- Coordinate the collection, organization, and tracking of client information and supporting documents
- Maintain accurate client records, notes, tasks, communications, and follow-up activities in company systems
- Monitor outstanding requests and proactively follow up to help keep client activities moving forward
- Coordinate communication among clients, financing professionals, and internal stakeholders
- Support the organization and progression of commercial real estate financing opportunities
- Identify missing information or potential issues and communicate them to the appropriate team member
- Handle confidential business and financial information with discretion and professionalism
- Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail
- Contribute ideas and feedback that can improve client communication, service quality, and internal processes
Requirements
What you’ll need- 3+ years of experience in client services, customer support, account coordination, financial services, real estate, administrative support, or a related field preferred
- Excellent written and verbal communication skills
- Strong organizational skills with exceptional attention to detail
- Demonstrated ability to manage multiple priorities, deadlines, and client requests
- Comfortable using CRM systems, email, spreadsheets, business software, and digital documentation
- Strong follow-through and the ability to take ownership of assigned responsibilities
- Ability to learn commercial real estate finance concepts, terminology, and workflows
- Professional judgment when handling confidential or sensitive information
- Ability to work independently in a remote environment while collaborating effectively with a team
- Strong problem solving skills and a genuine commitment to providing a positive client experience
Benefits
Comp & perks- Remote work and a collaborative digital work environment
- Professional development through hands-on experience in commercial real estate finance
- Meaningful client interaction and relationship-building opportunities
- Exposure to financing workflows, business operations, technology, and client relationship management
- A collaborative environment focused on communication, accountability, and professional growth
- Competitive compensation and applicable employee benefits, with specific plan details and eligibility provided during the hiring process