Referral Program Specialist

Referral Program Specialist

Fully Onsite Responsible for providing instructions to real estate agents, enforcing program requirements, sending invoices to closing agents for closing, tracking the status of real estate listings and following up for receipt of payment.

Major Duties/Responsibilities:

• Send program requirements to real estate agents, work with agents to ensure compliance
• Obtain closing agent contact information
• Send invoices to closing agents and/or customers, confirm receipt
• Track the status of real estate listings
• Follow up on outstanding funds after closing or cancelation of file
• Communicate with real estate agents and customers via phone and email
• Provide accurate and timely communication to all parties involved in transaction
• Work with providers, client, and Manager as needed to resolve problems
• Maintain 2 Hour Turnaround time for all communications
• Place orders with local title and closing providers
• Image documents and set system tasks
• Track and follow up on all outstanding items to meet or exceed service levels
• Assist Document Management team with sending deed packages to customers and closing offices

Critical Dimensions:

• Verbal and Written Communication
• Organization
• Problem Solving
• Flexibility
• Attention to Detail
• Desire to learn and succeed

Experience/

Qualifications:

• High School Diploma Required
• Required computer skills: MS Excel, Word, Outlook
• Excellent written and verbal communication skills
• General Knowledge of the life cycle of a real estate transaction
• Financial or Real Estate Closing related experience preferred
• Ability to pass Background, Drug Screen and if applicable Medical (i.e. Vision, Hearing, or Physical) if Required by Client.

Medical, dental, vision, ancillary coverage and 401k benefits are available.