Homesale Relocation Counselor

Weichert Workforce Mobility is seeking customer serviced minded candidates with Domestic Relocation Counselor experience for our Newport Beach, CA office. The candidate must be able to work in a fast paced environment which requires strong attention to detail and responsiveness.

The Relocation Counselor - Home Sale is responsible for facilitating the overall relocation process while relocating employees who are homeowners in their origin location. The position provides transferee case management, customer satisfaction and service delivery, supplier coordination, and revenue generation, while supporting One Company initiatives for cross selling business.

Responsibilities include, but are not limited to, the following :

• Acts as the Weichert Workforce Mobility main point of contact for administering the various phases of the relocation process for transferees who are currently homeowners. Oversees the delivery of relocation services to transferees and their families using Weichert’s best practices and service standards to ensure a high-quality service delivery experience.
• Conducts a thorough needs assessment at the onset of the transfer process to establish the transferee’s specific requirements and address any custom needs. Works with the transferee and / or family to ensure all needs are understood and met. Adjusts services and counseling to changing needs and conditions throughout the move process.
• Seeks 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.
• Proactively provides continuing advice and support to both the client and transferee, maintaining regular contact throughout the relocation period. Provides direction to the transferee including policy and benefits counseling, work flow administration, home marketing and home finding support, appraisal and inspection evaluation, oversight of benefits utilization, financial services, supplier coordination, etc.
• Coordinates, supports, manages, and reviews the cross-sell and delivery of third-party services to transferees by Weichert Affiliates (WFS, WCH, WTS, WRA and WIA) and Weichert’s external supplier network relative to home finding, appraisal management, new home inspections, equity disbursement, mortgage servicing, temporary living, move management, and spousal counseling processes.
• Reviews and evaluates exception requests and challenging situations in order to provide solutions to clients in the support of move-based scenarios that arise. Provides recommendations to the transferee, Client Service Director, and / or client contacts regarding appropriate courses of action when outside of their own scope of authority.
• Understands and manages costs and expenses related to relocation deliverables, maximizing the benefits while minimizing expenses and costs.
• Measures customer satisfaction on a timely basis.Responsible for the accurate and timely documenting of conversations, exceptions, and correspondence. Maintains file documentation and ensures data integrity.
• Performs other duties as assigned.

Requirements

Ideal candidates will meet the following business requirements :

The estimated base salary for this position is up to $75,000 (annually). The rate of pay offered will be dependent upon several factors including candidate’s relevant skills, education, work experience, job location / geographic region, and / or certifications.

Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.