Clever Real Estate

• Facilitate a professional closing experience, including obtaining appropriate signatures, handling funds, and meeting all title and lender requirements, across multiple states. • Review contracts, title commitments, and lender instructions to prepare settlement statements and necessary real estate documents for closing. • Hold and disburse funds according to escrow instructions, ensuring accurate and timely transactions. • Maintain open lines of communication with all parties involved in the real estate transaction throughout the life cycle of the file. • Prepare documents for recording to ensure legal compliance and proper documentation. • Oversee policy issuance to ensure accuracy and compliance with company standards. • Build and maintain relationships with Realtors and industry professionals to continuously grow business opportunities. • Assist in the development of team members by mentoring Assistant, fostering a collaborative and skilled team environment.

• Dial up to 80 calls daily with customers expecting communication from Clever • Educate home buyers and sellers on Clever’s process • Discover customer needs, provide guidance, answer questions about Clever’s services • Collect and verify key customer details for accurate data transfer • Collaborate with internal team members for smooth handoffs • Follow up with customers to confirm needs are met by agents • Deliver a 5-star, world-class experience for every customer

• Dial up to 80 calls daily (depending on seasonality) with customers who are expecting communication from Clever. • Educate home buyers and sellers on Clever’s process, clearly communicating our value proposition. • Discover customer needs, provide guidance, answer questions about Clever’s services, and connect customers with the right solutions. • Collect and verify key customer details to ensure accurate data is passed to our network of real estate agents. • Collaborate with internal team members to ensure smooth handoffs through text introductions or live transfers. • Follow up with existing customers to confirm their needs are being met by agents. • Deliver a 5-star, world-class experience for every customer at every touchpoint.

• Own and continuously improve the infrastructure and operational systems that support Clever's engineering teams • Build safer deployment paths with automated health checks, documented rollback plans, and clear release visibility for high-risk services where the architecture supports them • Improve production reliability across infrastructure, data stores, queues, background jobs, logs, alerts, and supporting services • Lead or support infrastructure migrations, production cutovers, and environment changes across Heroku, AWS, ECS, RDS, networking, and DNS • Strengthen observability and incident response through better alerts, dashboards, escalation paths, post-incident follow-up, runbooks, and operational drills • Define practical reliability targets, service ownership expectations, and production-readiness standards for critical systems, internal tools, integrations, and AI-enabled workflows • Partner with engineers on infrastructure-sensitive application work, including scaling, error handling, deployment risk, data access, rollback planning, and small backend or internal-tooling changes • Support SOC2 and security readiness by improving infrastructure controls, access patterns, vulnerability handling, evidence collection, and repeatable operational practices • Improve local development and staging environments so engineers can onboard, test, and validate changes with less friction

• Own product experiences that touch consumers, agents, and internal teams, always connecting design and product decisions back to real user needs and outcomes • Bring a strong consumer perspective to every problem: advocate for the end user in prioritization, tradeoffs, and roadmap decisions • Map the full journey of a consumer or internal user through Clever's product, and identify where the experience breaks down, creates friction, or loses trust • Partner with designers and engineers to define requirements, shape flows, and ship experiences that are clear, reliable, and trustworthy • Translate ambiguous user and business problems into clear specs, MVPs, and measurable outcomes • Reduce friction for internal users (ops, sales, support) by replacing manual workarounds with well-designed tooling and workflows • Define success metrics that reflect real user experience quality: not just engagement or uptime, but whether people are getting the outcome they came for • Use AI tools heavily to accelerate research, discovery, documentation, prototyping, and analysis

• Lead and connect with the team • Directly manage 6–10 closers, escrow officers, and processors across hiring, onboarding, coaching, and career development • Run consistent 1:1s, huddles, and performance reviews • Set the tone for a high-trust, feedback-rich culture where people feel supported and accountable • Own team KPIs (cycle time, on-time-to-close, fall-through rate, CSAT) and report to leadership • Monitor pipeline health, balance workload, and serve as the senior escalation point • Ensure all files meet Federal and state-specific requirements • Identify workflow friction and partner with Ops and Product to improve playbooks, templates, and tooling

• Own backend and operational systems that support Clever's growth • Partner with senior engineers to define requirements for APIs, integrations, data flows, internal tools, and workflow automation • Translate ambiguous business and operational problems into clear specs, MVPs, tradeoffs, and measurable outcomes • Identify opportunities to reduce manual work, improve data quality, automate workflows, and build more reliable systems • Define success metrics and instrumentation to verify systems are working as intended • Use AI tools heavily to accelerate research, discovery, documentation, prototyping, analysis, and execution • Improve telecom, call, SMS, routing, logging, consent, attribution, and follow-up workflows

• Take full accountability for Clever's growth and ROAS across all paid channels—including Google, Meta, TikTok, ChatGPT Ads, and emerging channels as they mature. • Own the entire paid customer journey: ad creative, audience targeting, landing pages, on-page experience, lifecycle (email and SMS) follow-up, and conversion to qualified pipeline—not just the ad itself. • Build, test, and codify a repeatable system for launching, scaling, and pruning channels, so paid growth becomes a reliable internal advantage rather than a series of one-off wins. • Set the creative and testing roadmap—diagnose what's working, kill what isn't, and operate with a high cadence of disciplined experiments across ads, landers, and funnels. • Set the analytics and attribution standard for paid—define the KPIs, the dashboards, and the rituals that keep the team and leadership aligned on what's actually driving profitable growth. • Stay on the leading edge of paid channels, ad formats, and AI tooling—bring new bets to the table and have a strong opinion on which ones are worth Clever's time and dollars.

• Lead, coach, and develop a team of 4 CS specialists through regular 1:1s, feedback, coverage planning, and development conversations • Own day-to-day operations: SLA management, QA, escalation support, and resolution quality across SMS, email, and escalations • Run the customer service programs on the team's plate: surveys, public reviews, escalation follow-through, VoC actions • Write or coach the team on responses to negative public reviews that acknowledge issues genuinely without over-validating or taking undue blame • Serve as backup coverage for the team during PTO and sick days • Monitor service KPIs (CSAT, FCR, response times, NPS, review metrics) and surface observations to leadership • Partner with the product and tech teams on tooling, workflows, and program design (they build, you run) • Be a voice for the team in cross-functional conversations

Escrow Officer Chicago, IL - Hybrid (Remote and In Person) Full-Time Clever Closings $70k - $85k / year Join Clever Real Estate as an Escrow Officer! Location: Hybrid [Chicago, IL] Compensation: Base Salary: $70-85k, OTE: $110-130k About Clever Clever is a venture-backed real estate technology company on a mission to revolutionize the way people buy, sell, and manage real estate. We are at the forefront of innovation, combining cutting-edge technology with deep industry expertise to create seamless, efficient, and transparent real estate experiences. We've built the leading online education platform in real estate and earned a 4.9 TrustPilot rating with over 3,800 reviews - helping consumers save over $210 million in real estate fees. If you're excited to play a key role at a company that transforms how people navigate their real estate journey, we’d love to hear from you! About the Role Clever Closings is looking for a dedicated Escrow Officer to join our Chicago Closings Team in a hybrid position. This role involves managing the end-to-end processes of real estate transactions, ensuring smooth and professional interactions with all parties involved. Your ability to manage the closing process efficiently will contribute significantly to Clever’s success in the real estate market. This person will work in our Chicago office, in a hybrid work setting. As the first and final point of contact for customers and clients, the Escrow Officer plays a crucial role in maintaining the company’s reputation and ensuring high levels of customer satisfaction. By maintaining professional conduct in all interactions and providing timely feedback to business leaders, the Escrow Officer will help drive continuous improvement and uphold the company’s standards of excellence. As an Escrow Officer, you will be accountable for: - Closing Process: Facilitate a professional closing experience, including obtaining appropriate signatures, handling funds, and meeting all title and lender requirements, across multiple states. - Document Preparation: Review contracts, title commitments, and lender instructions to prepare settlement statements and necessary real estate documents for closing. - Fund Management: Hold and disburse funds according to escrow instructions, ensuring accurate and timely transactions. - Proactive Communication: Maintain open lines of communication with all parties involved in the real estate transaction throughout the life cycle of the file. Provide timely and accurate feedback to business leaders to support continuous improvement. - Document Recording: Prepare documents for recording to ensure legal compliance and proper documentation. - Quality Control: Oversee policy issuance to ensure accuracy and compliance with company standards. - Business Development: Build and maintain relationships with Realtors and industry professionals to continuously grow business opportunities. - Team Mentorship: Assist in the development of team members by mentoring Assistant, fostering a collaborative and skilled team environment. ✅ Measures of Success The ideal candidate for this role will exhibit: - End-to-End Closings: Ability to manage end-to-end title and escrow services - Strong Interpersonal Skills: Ability to interact effectively with clients, colleagues, and industry professionals. - Organizational Skills: Ability to manage multiple tasks efficiently and maintain order throughout the closing process. - Analytical Thinking: Ability to think critically and solve problems that arise during the transaction process. - Professional Conduct: Maintain professionalism in all interactions, leaving a positive impression as the key representative of the company. 🌟Skills / Qualifications - Experience handling all aspects of escrow and title processes across multiple states. - Demonstrates complete knowledge and ability to handle a Real Estate transaction from receipt of contract to funding and disbursement. - Solid knowledge of title insurance, regulatory guidelines, legal documents and real property law. - Strong written and verbal communication skills; a persuasive and passionate communicator with excellent people skills. - Action-oriented, entrepreneurial, flexible, and innovative approach to job. - Demonstrated superior customer service skills. - Ability to keep learning and stay abreast of Real Estate trends. - Ability to work with mathematical concepts (e.g., statistical inferences), the fundamentals of geometry, and to apply concepts such as fractions, percentages, ratios to practical situations. - Excellent computer skills in Closing Software (Qualia), Microsoft Office Suite (Word, Outlook, Excel,), Adobe Suite and Google Workplace. Ideal Experience - 5+ years in the title industry (Residential Resale) What We Offer - Salary: $70-85k base, total compensation: $110,000-$130,000 - Comprehensive Benefits: Medical, dental, vision, and life insurance - Paid Time Off: 18 days of PTO (increases with tenure) plus 10 paid holidays - Professional Development: Annual budget for learning and career growth - Tenure Sabbaticals: Paid sabbaticals to celebrate major milestones - Clever Product Benefit: Exclusive access to Clever homeownership perks - Work-From-Home Stipend: Support for your remote workspace - 401(k): Retirement plan administered through Guideline - Parental Leave: 6–12 weeks of paid parental leave - Wellness Benefits: Free counseling sessions and optional weekly meditation