Part-Time Referral Counselor

PenFed Credit Union • West McLean, VA

255d • Remote

About The Position

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 (Remote) Part-Time Referral Counselor associated with our Tysons, Virginia location. The primary purpose of this job is to be responsible for facilitating a connection from the customer/member to a certified Real Estate Agent and/or PenFed Mortgage Loan Officer. This position will provide referral management, customer satisfaction, partner satisfaction and service delivery.

Requirements

• 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.

Responsibilities

• Act as the BHHS PenFed Realty point of contact for customers/members moving through referral channels.
• Act as the BHHS PenFed Realty point of contact for partners referring customers through our Business Development Department.
• Act as the BHHS PenFed Realty point of contact for 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.
• Work with the customer/member to ensure all needs are understood and met.
• Track, monitor, follow up with potential leads, answer all questions and provide all documentation requested, as well as updating designated partner databases.
• Follow phone and email scripts when communicating with customers/members.
• Referral entry in company's system of record to ensure proper management.
• Will be required to maintain multiple phone lines during shift.
• Will be required to maintain detailed phone conversations.

Benefits

• Robust medical, dental and vision plan options.
• Plenty of paid time off.
• 401k with employer match.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree