Part-Time Real Estate Referral Counselor

Job Overview

Responsibilities

Qualifications

Supervisory Responsibility

Licenses and Certifications

Work Environment

Travel

Pay Transparency

Benefits

Purpose

Equal Employment Opportunity

• About the role

  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. The primary purpose of this job is to serve as the critical link between real estate customers, various mortgage partners, and elite real estate agents. This role’s mission is to manage a diverse pipeline of real estate leads from various sources, as well as handling a high volume of inbound and outbound calls. The incumbent will transform inquiries into successful real estate placements through active listening, product knowledge, and empathy.

• Reasonable accommodations

  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,
  • Partners who refer customers through our Business Development Department, and
  • 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, delivering a premium, consultative experience that helps customers navigate the home buying/selling/renting process.
  • Track, monitor, and follow up with potential leads with an extremely high rate of accuracy
  • Answer all questions and provide all requested documentation.
  • Ensure that designated partner databases are updated timely.
  • Proactively follow up on inquiries and tasks to ensure no customer falls through the cracks.
  • Follow phone and email scripts when communicating with customers/members.
  • Maintain multiple phone lines during shift, answering a consistent, high-volume flow of inbound and outbound calls; maintain and document phone conversations.
  • Serve as an advocate for the customer, solving complex logistics and coordinating “One Team” synergy between lenders and agents.

• 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.
  • Must possess positive, “can-do” attitude, as well as maintain ability to multitask between various technical platforms.
  • Experience using A.I. tools preferred.

• Supervisory Responsibility

  This position will not supervise employees.

• 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.

• Travel

  Limited travel to various worksites is required.

• Pay Transparency

  The anticipated starting hourly range for this role is $18.00 - $21.00

• Benefits

  At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You’ll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.

• Purpose

  Helping members achieve their dreams since 1935.

• Equal Employment Opportunity

  PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.