REFERRAL COORDINATOR - Fully Remote (IL, WI)

The Referral Coordinator performs daily activities necessary to process and assign incoming and outgoing referrals to company designated trained real estate agents. They are a professional and personable resource to the Sales Agents and corporate counselors. They effectively communicate with all parties involved on a given transaction. Employee must be located in IL or WI.

ESSENTIAL DUTIES AND RESPONSIBILITIES

● General Duties Include:

o Place/Assign incoming and outgoing referrals to sales agents

o Manage referrals and updates according to required timelines

o Ensure all updates are completed in a timely manner according to required guidelines

o Follow up with agents regarding updates needed

o Update necessary systems and programs regarding the referrals and their status

o Process referral checks

o Verbally negotiate inventory properties

o Coordinate with agents and relocation consultants on necessary repairs for inventory properties

o Perform utility transfers and coordinate winterization of inventory properties

o Invoice agents related to inventory properties

o Monitor LeadRouter leads received

o Submit broker reimbursements according to instructions provided

o Ensure current W9 Forms are on file for all vendors

o Receive and respond to questions and concerns regarding referrals

o Update and maintain google calendar with closing date of properties

o Post relocation information on Relocation Department Facebook page

o Answer phone calls from service consultants and agents

o Attend required meetings, webinars and training sessions

● QUALIFICATIONS

Person should possess the following:

o Excellent communications skills

o Personable and friendly

o Attention to detail

o Proficient with technology (Microsoft Office, Google products and other back-office software)

o Ability to work well under pressure balancing multiple priorities and assignments to meet deadlines

o Consistent with follow up and follow through

o Strong typing skills

o Ability to handle and resolve recurring problems

o Must be highly organized

o Adaptable to various personalities/situations

EDUCATION and/or EXPERIENCE

● Combination of education and experience sufficient to successfully perform the essential duties of the job

LANGUAGE SKILLS

● Ability to read and understand documents and to communicate with agents and other staff members in a courteous and professional manner

MATHEMATICAL SKILLS

● Basic Accounting knowledge

REASONING ABILITY

● Ability to define the problem, establish facts and draw a valid conclusion to solve the problem and plan initiatives

CERTIFICATES, LICENSES, REGISTRATIONS

● A background in real estate is helpful, although having a real estate license is not required for this position

PHYSICAL DEMANDS

● Mobility to work in a standard office setting using standard office equipment including:

○ Stamina to maintain attention to detail despite interruptions

○ Strength to lift and carry files weighing up to 3 pounds

○ Vision to read printed materials and a computer screen

○ Hearing and speech to communicate in person and over the telephone

WORK ENVIRONMENT

● Frequently subject to interruptions in a moderate noise level office setting