Junior Onboarding Support Analyst
Open to offersNew to PlatformNelson H. is an experienced Client Onboarding & Support Analyst specializing in the real estate and financial services industries. At eXp Realty, he played a crucial role in helping new agents transition smoothly, offering support and guidance on essential systems and tools. He was responsible for managing communications, participating in Live Agent Startup Sessions, and ensuring seamless agent integration. Prior to his role at eXp Realty, he was an Onboarding Analyst where he handled the full transition process for new agents across various states, ensuring documentation accuracy and conducting team audits. Nelson's background also includes roles as an Appointment Setter at AmeriFirst Financial and an Account Resolution Specialist II at Wells Fargo Bank Philippines, where he managed outbound collections for overdrawn accounts. His leadership experience as a Resolution Supervisor/Team Lead at Valor Global involved supervising teams, handling escalations, and coordinating inter-departmental resolutions. Nelson is trained in Agile Project Management, including methodologies like Scrum and Kanban, and possesses inside sales expertise, further enhancing his capabilities in process coordination and customer success.
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