PenFed Credit Union Remote Relocation Counselor in Flower Mound, Texas
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 Part Time Remote Relocation Counselor at our Flower Mound, Texas location. The primary purpose of this job is to be responsible for facilitating the overall relocation process with relocating clients who are homeowners in their origin location. This position will provide transferee case management, customer satisfaction and service delivery, supplier coordination, and revenue generation, while supporting BHHS PenFed Realty initiatives for cross selling business. This position is remote within 100 miles of job location 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 Berkshire Hathaway HomeServices PenFed Realty main point of contact for administering the various phases of the relocation process for transferees. Oversee the delivery of relocation services to transferees and their families using BHHS’s best practices and service standards to ensure a high quality service delivery experience. Conduct a thorough needs assessment at the onset of the transfer process to establish the transferee’s specific requirements and address any custom needs. Work with the transferee and/or family to ensure all needs are understood and met, and adjusts services and counseling to changing needs and conditions throughout the move process. Seek opportunities to assist customer in the analysis of purchase versus rent and closely manages and monitors the home finding process, ensuring the Company maximizes its referral fee income and collection. Responsible for the timely and accurate input of related data and the management of all opportunities through completion. Elevate exception requests and challenging situations to the Business Development/Relocation management, and/or client contacts regarding appropriate courses of action when outside of their own scope of authority. Responsible for the accurate and timely documenting of conversations, exceptions, and correspondence in the relocation system. Maintain file documentation and ensures data integrity. Adhere to BHHS PenFed Realty’s privacy and policies standards at all times. Assist with maintaining compliance with all applicable federal, state and local laws, regulations and ordinances by abiding by PenFed Realty’s compliance program and all policies, procedures, rules and regulations. Track, monitor, follow-up with potential leads, answer all questions and provide all documentation requested, update designated relocation databases. Qualifications Equivalent combination of education and experience is considered. Bachelor’s Degree in a related field. Minimum of three (3) years of experience in customer service, real estate, and relocation services is required. Direct client interaction and advisory experience required Proficient in Microsoft Office suite. Exceptional oral and written communications required. Supervisory Responsibility This position will not directly supervise employees. Licenses and Certifications Licensure as a Real Estate Agent with appropriate real estate board is preferred but not required. CRP, SRES, GMS, gCertified preferred but not required. 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 may be required. Special Message Regarding COVID 19 PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world. In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing.