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Overview: The Appraisal Trainee supports the daily operations of the Market & Appraisal function by managing the residential appraisal pipeline, coordinating with Appraisers and/or Appraisal Management Companies (AMCs), processing appraisal orders, and helping ensure timely, compliant delivery of appraisal products. Review completed appraisal reports (and AMC QC reviews, as applicable) for completeness and basic compliance prior to uploading to the loan origination platform (Abrigo/Encompass).

Overview:
The Appraisal Trainee supports the daily operations of the Market & Appraisal function by managing the residential appraisal pipeline, coordinating with Appraisers and/or Appraisal Management Companies (AMCs), processing appraisal orders, and helping ensure timely, compliant delivery of appraisal products. This role also supports invoice processing, reconciliations, appraisal fee collection, and system updates related to appraisal ordering and tracking.

Responsibilities:
<ul><li style="margin:0in 0in 6pt 0.25in">Receive, review, and process incoming residential appraisal orders through the Bank’s loan origination and appraisal management systems.</li><li style="margin:0in 0in 6pt 0.25in">Place appraisal orders with approved AMCs/appraisers in accordance with vendor rotation and engagement protocols.</li><li style="margin:0in 0in 6pt 0.25in">Monitor order status and follow up with AMCs/appraisers to support on-time delivery within turnaround standards.</li><li style="margin:0in 0in 6pt 0.25in">Review completed appraisal reports (and AMC QC reviews, as applicable) for completeness and basic compliance prior to uploading to the loan origination platform (Abrigo/Encompass).</li><li style="margin:0in 0in 6pt 0.25in">Maintain accurate appraisal pipeline logs and tracking records; keep appraisal files organized in document management systems.</li><li style="margin:0in 0in 6pt 0.25in">Process invoices, reconcile appraisal fees, and coordinate payments with internal partners.</li><li style="margin:0in 0in 6pt 0.25in">Serve as a point of contact for AMCs/appraisers and internal stakeholders (including Relationship Managers) for residential assignments.</li><li style="margin:0in 0in 6pt 0.25in">Communicate assignment conditions, property access instructions, and special requirements to vendors.</li><li style="margin:0in 0in 6pt 0.25in">Document vendor performance issues and escalate concerns as needed.</li><li style="margin:0in 0in 6pt 0.25in">Support compliance requirements, including Appraiser Independence Requirements (AIR) documentation and other required supporting items (e.g., flood documentation when applicable).</li><li style="margin:0in 0in 6pt 0.25in">Complete flood determination forms for all appraisal requests.</li><li style="margin:0in 0in 6pt 0.25in">Support special projects, reporting, and process improvement initiatives within the Appraisal Department.</li></ul>

Qualifications:
Education/Experience:Requirements<ol><li style="margin-left:0.25in">Bachelor's Degree in Business Administration, Criminal Justice, or Finance.</li></ol>Combination of education and experience will be considered. Skills & Competencies<ol><li style="margin:0in 0in 6pt 0.25in">Must understand general accounting and finance principles. </li><li style="margin:0in 0in 6pt 0.25in">Must demonstrate excellent financial and quantitative skills.</li><li style="margin:0in 0in 6pt 0.25in">Must be capable of communicating effectively and have strong presentation skills.</li><li style="margin:0in 0in 6pt 0.25in">Must possess excellent project and time management skills; possess excellent organizational, analytical, interpersonal, written and verbal communication skills. </li><li style="margin:0in 0in 6pt 0.25in">Computer proficient in MS Software, (e.g. Excel, Word, and Outlook). </li></ol>Preferences<ul><li style="margin:0in 0in 6pt 0.25in">Ability to analyze data, work with spreadsheets, calculate formulas, create pivot tables, use VLOOKUP, and run macros.</li><li style="margin:0in 0in 6pt 0.25in">Familiarity with the residential appraisal process, including standard form types (1004, 1073, 1075, 2055).</li></ul>Licenses/Certifications<ul><li style="margin:0in 0in 6pt 0.25in">Appraisal Trainee license is strongly preferred.</li></ul>

Job Posting Locations:
In this role you can work onsite from Miami, Florida, United States

Ocean Bank

Appraisal Trainee

Accounting

Analysis Skills

Appraisal Review

Billing

Business Administration

Communication Skills

Computer Skills

Criminal Justice

Data Analysis

Document Management

Finance

Financial Mathematics

Interpersonal Skills

Loan Origination

Microsoft Excel

Microsoft Outlook

Microsoft Word

Operational Support

Operations

Organizational Skills

Pivot Tables

Presentation/Verbal Skills

Process Improvement

Quality Control

Quantitative Analysis

Real Estate Appraisals

Reconciliation

Sales Pipeline

Spreadsheets

Systems Maintenance

Time Management

Vlookups

Writing Skills

[AW]-iCims

From real-time data and market insights generated by Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. Crexi's platform democratizes CRE by providing unprecedented access to market insights and opportunities, accelerates CRE dealmaking with purpose-built technology that enhances speed and transparency; and empowers CRE professionals with a centralized platform designed for real-time collaboration and success.

<div class="content-intro"><h3>About Crexi</h3>Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights generated by Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has facilitated over $1 trillion in transactions, 8.6 billion square feet leased, and supports a growing community of more than 2 million monthly active users. Crexi's mission is to catalyze the next generation of commercial real estate through three core pillars: Access, Innovation, and Connection. Crexi's platform democratizes CRE by providing unprecedented access to market insights and opportunities, accelerates CRE dealmaking with purpose-built technology that enhances speed and transparency; and empowers CRE professionals with a centralized platform designed for real-time collaboration and success.</div><div> </div><div>About This Role: As the Manager, Sales Development,you will build, coach, and scale a high-performing team of Sales Development Representatives. You will be an impactful part of the revenue function by contributing to coaching playbooks, refining KPIs, partnering with Account Executives, Sales Leaders, and Revenue Operations to ensure SDRs consistently deliver quality pipeline into the broader sales funnel. This is a people-management and operations execution role that requires strong sales DNA, data-driven decision making, and a passion for developing talent. What You'll Do People Development<ul><li>Onboard, train, and coach SDRs to achieve individual and team goals.</li><li>Communicate clear expectations and development plans for team members.</li><li>Conduct regular 1:1s, engagement reviews, and skills development sessions.</li></ul>Operations Execution<ul><li>Build and scale the SDR playbook — outbound frameworks, messaging, objection handling, qualification frameworks, etc.</li><li>Set clear weekly/monthly KPIs (activities, conversions, pipeline contribution, meetings set).</li><li>Monitor team performance metrics and adjust tactics to improve pipeline quality and velocity.</li></ul>Cross-Functional Alignment<ul><li>Align with Account Executives and Sales Leadership to continuously improve handoff conversion and pipeline quality.</li><li>Work with Revenue Operations to refine data, tooling (CRM, cadence tools), and reporting.</li></ul>Operational Excellence<ul><li>Analyze performance trends and report insights to Sales Leadership.</li><li>Champion scalable processes around CRM hygiene, forecasting SDR outcomes, and ramp efficiency.</li><li>Lead weekly team meetings and pipeline reviews.</li></ul> Who You Are Experience & Skills<ul><li>Six or more years of experience in sales or sales development, with a minimum of 3 years in a people management role.</li><li>Proven track record of building or scaling SDR teams in a SaaS or technology-driven environment (experience in CRE tech a strong plus).</li><li>Strong understanding of outbound prospecting playbooks – cold calling, email sequences, social selling, and qualification methodologies.</li><li>Data-oriented leader: metrics, dashboards, and forecasts inform decisions and coaching.</li><li>General understanding of CRE demand audience a plus (Appraisers, Lenders, Principals, etc)</li><li>Ability to manage influence through persuasion, negotiation, and consensus-building</li><li>Proven ability to drive the sales process from plan to close</li><li>Ability to articulate the distinct aspects of products and services</li></ul>Management Attributes<ul><li>Strong coaching and training focus with a passion for team growth.</li><li>Excellent written and verbal communicator.</li><li>Ability to influence and collaborate across Sales, Marketing, and Operations.</li><li>High-energy, coachable, and thrives in a fast-paced startup environment.</li></ul> Why Crexi? <ul><li>Rapidly growing startup with a dynamic work environment</li><li>Flexible team structure with the ability to progress in career</li><li>Health, Dental, and Vision insurance</li><li>Collaborative culture and numerous team activities</li></ul>  </div> <div class="content-conclusion"><div class="job-preview__description ">Crexi is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Crexi will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</div></div>

Crexi

Manager, Sales Development

GreenHouseAPI

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Appraisal Trainee Ocean Bank

Manager, Sales Development Crexi

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