Home-Based Outbound Referral Administrator

Number of Openings: 1

The DCX Client Services - Home-Based Outbound Referral Administrator will work as a full-time employee for a growing business based in the United States. You will get a chance to learn new skills as well as demonstrate skills you've learned in the past. You will be responsible for closely following the instructions and processes outlined by our client.

• Work directly with advisors to collect sufficient information to create thoughtful agent assignments & connections on outgoing referrals.

• Place outbound referrals within 2 hours of receiving client info from the advisor.

• Ensure International referrals are followed up on within 24-hours of placement with affiliate companies to ensure connectivity.

• Utilize company calendar for follow-up including but not limited to follow-up for international referrals, staying within referral placement timelines.

• Create & maintain fully-executed Referral Fee Agreements

• Conduct weekly/monthly follow-ups for each referral & provide updates to agents.

• Coordinate the collection of payment for pending transactions

• Create broker files for each pending transaction

• Ensure correct referral fees are received by our accounting team in a timely manner & that referring agents are paid correctly.

• Attend SIR Open House zoom meetings

• Attend regular networking zoom meetings with other participating SIR referral coordinators

• Create department files for incoming referral leads from select online referral programs (ex:: HomeStory, RocketHomes, Opcity)

• Remind agents (weekly or semi-monthly) to update their leads in the lead program’s portals, offering to assist with the update entry if necessary

• Ensure correct referral fees are paid by our accounting team in a timely manner & that the referral programs are paid correctly.Upload Relo breakdown, W9, and RFAs to transaction files for these leads

• Assign rental tours and assistance assignments from Porchlight to select agents in our Porchlight rental group

• Create and submit invoices to Porchlight for complete rental tours

• Create broker files for Porchlight rental tours

• Maintain meaningful relationships with other departments to create synergy within PSIR (ex: Accounting, Broker of Record, Sales Managers)

• Attend weekly team meetings, monthly sales meetings, and regular Company

• Collabs, either in person or via Zoom should schedule permit. Based on current workload/time-sensitive projects – must notify Executive Director a minimum of 24-hours in advance of schedule.

About DCX

DCX is a leading BPO that supports growth-minded small and medium-sized businesses in the United States. If you're interested in working with some of the fastest-growing companies in the USA, we're excited to have you apply!

To our customers, we promise that we will help them focus on their most important goals by providing superior back-office services. We bring a mindset of quick response, attention to detail, and innovative ideas to all that we do for our customers.

To our team members, we promise to be a company that is, first and foremost, dedicated to our employees. We aim to be a compassionate organization that looks after everyone's well-being through generous salaries, empathetic management, and growth-oriented training. We are always looking to offer perks in addition to pay, including work-from-home opportunities, travel allowances, meals, and more.

We look forward to receiving your application and getting to know you better!