Relocation Specialist – Corporate Listings/Inventory CB Realty Leads
Schedule: Monday–Friday within 8:00 a.m.–8:00 p.m. Candidates will work an 8‑hour shift plus a 1‑hour unpaid lunch.
Location: Remote
Our process includes a HireVue assessment for all applicants for this requisition. Our recruiting team reviews each submission, and selected candidates will have the chance to meet with a member of the team.
Job Overview: The Corporate Relocation Listings Specialist on the CB Realty Leads operations team acts as a liaison between a designated team of real estate agents and various clients/partners who entrust us with their referral business. This role is managing and delivering effective communication to all parties throughout the life of the referral; and is critical in converting leads and ensuring the highest level of service is delivered to our clients and partners.
Key Responsibilities include, but are not limited to:
- Transaction management:
- Referral Management: Receive and review incoming referrals to understand all instructions and client needs to ensure a successful referral match.
- Agent Assignment: Assign the most qualified agent to assist customers in successfully completing their real estate transactions.
- Data Entry: Complete any necessary entry related to the referral.
- Referral Agreement: Release referral agreements to agents for acceptance and confirm acceptance with clients.
- Accuracy and Timeliness: Ensures agent reporting is fully inclusive and submitted on client directed forms in accordance with SLAs.
- Facilitation of property management: Includes coordination of utility and property maintenance transfer, billing and reimbursement on applicable properties in conjunction with the Accounting group.
- Communication: Maintain regular communication with agents to obtain initial and critical milestone updates, sharing appropriate feedback with the referral source.
- Monitoring/Follow up: Monitor all communications from agents and clients, manage information accordingly, and follow up on open or overdue items.
- Issue Resolution: Address any signs of concern by reaching out to resolve issues or take corrective action.
- Contract Management: Obtain, review, and share contract information with referral source.
- Closing Coordination: Ensure all closing-related information is shared with all parties.
- Data Integrity: Maintain data integrity in all systems.
- Reporting: Run reports to ensure timely updates are received and delivered to all parties.
Requirements:
- High School Diploma or equivalent.
- Two or more years of experience in a customer-centric business environment with administrative responsibilities.
- One or more years of experience in the relocation or real estate industry (preferred).
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Excellent data entry skills with strong attention to detail.
- Ability to work well under pressure with excellent organizational skills.
- Strong interpersonal skills to interact successfully with internal and external customers at all levels.
- Flexibility to work shifts accommodating clients in various time zones and weekends as required.
- Professional verbal and written communication skills.
- Creative problem-solving abilities.
