• 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.

• Assist in patent portfolio management and development efforts • Draft and prosecute patent applications • Collaborate closely with clients' teams • Participate in business development and networking initiatives