• Job Description

  Req#: 10311
  Overview
  
  
  Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.
  
  Berkshire Hathaway HomeServices PenFed Realty (PenFed Realty), a wholly owned subsidiary of PenFed Credit Union (PenFed), is hiring a (Remote) Part-Time Real Estate Referral Counselor associated with one of the following offices: Baltimore, Maryland; Tysons, Virginia or Irving, Texas. The primary purpose of this job is to be responsible for facilitating a connection from the customer/member to a certified Real Estate Agent and/or PenFed Mortgage Loan Officer. This position will provide referral management, customer satisfaction, partner satisfaction and service delivery.
  
  Responsibilities
  
  
  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
  • Act as the BHHS PenFed Realty point of contact for customers/members moving through referral channels.
  • Act as the BHHS PenFed Realty point of contact for partners referring customers through our Business Development Department.
  • Act as the BHHS PenFed Realty point of contact for all members requesting PenFed Real Estate Rewards Mortgage information and real estate assistance.
  • Conduct a thorough needs assessment at the onset of the moving process. Work with the customer/member to ensure all needs are understood and met.
  • Track, monitors, follows up with potential leads, answers all questions and provides all documentation requested, as well as updating designated partner databases.
  • Follow phone and email scripts when communicating with customers/members.
  • Referral entry in company’s system of record to ensure proper managements.
  • Will be required to maintain multiple phone lines during shift.
  • Will be required to maintain detailed phone conversations.
  
  Qualifications
  
  
  Equivalent combination of education and experience is considered.
  • Bachelor’s Degree in a related field is preferred.
  • Minimum of three (3) to five (5) years of experience in customer services or real estate is preferred.
  • Direct client interaction and advisory experience preferred.
  • Proficient in Microsoft Office suite
  • Exceptional oral and written communication.
  • Ability to work in a fast paced environment with competing priorities.
  Licenses and Certifications
  Relocation certification courses required by Partners
  
  Work Environment
  While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
  *Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
  Travel
  Limited travel to various worksites is required.
  
  
  Equivalent combination of education and experience is considered.
  • Bachelor’s Degree in a related field is preferred.
  • Minimum of three (3) to five (5) years of experience in customer services or real estate is preferred.
  • Direct client interaction and advisory experience preferred.
  • Proficient in Microsoft Office suite
  • Exceptional oral and written communication.
  • Ability to work in a fast paced environment with competing priorities.
  Licenses and Certifications
  Relocation certification courses required by Partners
  
  Work Environment
  While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
  *Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
  Travel
  Limited travel to various worksites is required.
  
  
  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
  • Act as the BHHS PenFed Realty point of contact for customers/members moving through referral channels.
  • Act as the BHHS PenFed Realty point of contact for partners referring customers through our Business Development Department.
  • Act as the BHHS PenFed Realty point of contact for all members requesting PenFed Real Estate Rewards Mortgage information and real estate assistance.
  • Conduct a thorough needs assessment at the onset of the moving process. Work with the customer/member to ensure all needs are understood and met.
  • Track, monitors, follows up with potential leads, answers all questions and provides all documentation requested, as well as updating designated partner databases.
  • Follow phone and email scripts when communicating with customers/members.
  • Referral entry in company’s system of record to ensure proper managements.
  • Will be required to maintain multiple phone lines during shift.
  • Will be required to maintain detailed phone conversations.

• About the company

  Pentagon Federal Credit Union, widely known by its abbreviated name PenFed, is a United States federal credit union headquartered in McLean, Virginia, chartered and regulated under the authority of the National Credit Union Administration.

Notice