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Real Estate Investment Specialist

Company: Forge Global, Inc.
Location: Denver
Posted on: May 27, 2023

Job Description:

Forge Trust is a division of Forge Globalthat helps tens of thousands of customers save for their future, with over $13 billion in assets under custody. Whether it is for buying a house, helping an entrepreneur start a company to change the world, or simply saving for that beach house they dream of living in one day, Forge Trust is a trusted and valued partner in realizing our customers' dreams for their future years. Forge Trust is also the custodian that underlies LendingClub, WealthFront and Acorns, supporting almost 1.5 million consumers with their financial goals. We see incredible potential in bringing together this powerful platform with the broader trading and data capabilities of Forge Global.
The Role:

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.

  • 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


    • 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

      COLORADO ONLY: This position is up to $21.25/HR + bonus. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan. This position is remote in Denver, CO.
      Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment.
      Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.

Keywords: Forge Global, Inc., Denver , Real Estate Investment Specialist, Other , Denver, Colorado

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