Part time: Real Estate Investment Specialist
At Forge, we know our team is our greatest asset. As innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.
With liquidity solutions, exclusive data and insights and a vibrant marketplace, Forge's goal is to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.
Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 400,000 registered users, including over 123,000 accredited investors. Private shares have traded in more than 400 companies since inception, representing over $12 billion in volume across 19,000 transactions with buyers and sellers in 70 countries. Through its custody offering Forge Trust, the company has approximately $14 billion in assets under custody and about $600 million of cash across 1.9 million customers.
Needless to say, our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way.
The Role:
The Investment Department has an open part-time position available immediately in our San Carlos, CA office. The Investment Department Representative's primary responsibilities will focus on Real Estate and Promissory Note processing. Tasks will include monitoring the investment tickets in Zendesk, responding to inquiries, reviewing investment documents, processing transactions. The Representative will report to the Investment Department Manager.
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.
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
- Must be able to work onsite a couple of days a week at our San Carlos, CA office
The position is based in San Carlos, CA. It is partially remote now due to the pandemic, but this individual will need to be onsite up to three days per week. THIS IS A PART TIME ROLE: 20 HOURS A WEEK
Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
By
Forge
As private market innovators, Forge serves the complex and emerging needs of the private-market economy by forging new connections through technology, data and unmatched expertise.
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