Real Estate Coordinator

Accountabilities

• • Serve as the first point of contact for customers entering the real estate referral process, primarily through inbound and outbound telephone interactions.
  • Verify customer information and clearly communicate available services, next steps, timelines, and referral processes.
  • Conduct structured needs assessments to understand customers’ real estate objectives, preferences, transaction requirements, and service needs.
  • Promote and coordinate appropriate referrals for affiliated real estate services, including departure and destination brokerage referrals, mortgage, title, insurance, and related solutions.
  • Obtain required customer consent and ensure referral placements comply with applicable policies, procedures, and documentation standards.
  • Manage an active and evolving caseload, conducting timely follow-ups to maintain customer satisfaction and support effective agent engagement.
  • Accurately document customer conversations, referral activity, case updates, and outcomes across CRM and other business systems.
  • Coordinate with consultants and internal teams to resolve customer, agent, brokerage, and referral-related questions or issues.
  • Balance multiple customer interactions and competing priorities while maintaining a high level of accuracy and professionalism.
  • Consistently work toward established customer service, quality, productivity, and performance targets.
  • Contribute to a positive, inclusive, and customer-focused team environment.

  Requirements

  • 2–3 years of customer service experience required, with call center, inside sales, financial services, retail, or comparable experience strongly preferred.
  • High school diploma required; some college education is preferred.
  • Previous knowledge of residential real estate, home buying, selling, mortgage, or related processes is advantageous but not required.
  • Strong verbal and written communication skills, with the ability to explain information clearly and professionally over the phone.
  • Strong customer-service orientation and a courteous, empathetic, and consultative communication style.
  • Comfortable working with multiple digital platforms and systems simultaneously; experience with CRM tools, Microsoft Office, or Google Workspace is preferred.
  • Strong organizational and multitasking abilities, with the capacity to manage competing priorities while maintaining accurate records.
  • Ability to work effectively in a high-volume, structured, performance-driven environment.
  • Strong attention to detail and consistent follow-through when managing customer cases and referrals.
  • Regular and reliable attendance, punctuality, and the ability to maintain productivity while working remotely.
  • Ability to collaborate effectively with internal colleagues and external stakeholders.
  • Commitment to fostering an inclusive environment and treating customers and colleagues with professionalism and respect.
  • Must be able to work remotely from the United States, with the role specifically designated for candidates based in the Eastern U.S. time zone.

  Benefits

  • Remote work opportunity within the United States, with an Eastern U.S. focus.
  • Hourly compensation range of approximately $20–$25 per hour, depending on knowledge, skills, and experience.
  • Potential eligibility for bonuses, incentives, and benefits, depending on the position and applicable employment terms.
  • Opportunity to build experience across real estate, customer success, referral management, and business operations.
  • Structured environment with clear performance expectations and opportunities to develop customer service and consultative communication skills.
  • Collaborative workplace focused on inclusion, teamwork, innovation, and professional growth.
  • Opportunity to support customers during significant financial and personal decisions while helping connect them with relevant real estate services.