Teams at Coldwell Banker The Real Estate Centre

Leads HubSpot CRM implementation, governance, optimization, integrations, data migration, and user adoption. Develops business intelligence strategies, dashboards, reports, and actionable insights for sales, marketing, and executives. Drives sales enablement through training, documentation, change management, and performance reporting. Partners with marketing on campaigns, segmentation, event tracking, and ROI measurement while identifying automation, AI, and process-improvement opportunities.

Manages customer accounts receivable by posting payments, monitoring aging balances, following up on overdue invoices, resolving billing discrepancies, reconciling accounts and unapplied cash, preparing reports, supporting month-end close and audits, and documenting collection activities. The coordinator collaborates with Sales, Customer Service, Accounting, customers, and management to maintain accurate records and improve collection effectiveness.

Supervise a remote escrow processing team supporting title and settlement operations across multiple states. Responsibilities include assigning workflows, monitoring workload and production performance, resolving escalations, addressing client and operations inquiries, coordinating vendor issues, communicating process updates, training employees, and supporting recruitment, development, and performance management.