REFERRAL COORDINATOR - Fully Remote in Appleton, Wisconsin at Coldwell Banker Real Estate Group

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.

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