Personal Move Associate:
POSITION SUMMARY:
Assist a small team of personal move managers who are the single point of contact for the corporate client and transferring employee. Administer all aspects of the corporate relocation policy including: home purchase programs, lump sum, household goods, temporary living and destination services. An experienced PMA will also develop experience and knowledge in real estate, appraisal process, expense tracking, management of inventory properties, closing procedures and documents.
ESSENTIAL FUNCTIONS:
- Create and maintain transferee file in electronic and hard copy formats
- Under the direction of the Personal Move Manager (PMM) order the following: appraisals, inspections, title, Realtor BMA’s, lump sums, household goods, binder documents, mortgage referrals, market updates, e-neighborhood reports and other documentation as appropriate for the policy and type of home sale program
- Manage all the steps needed to gather and process the above items including conducting follow ups, entering status updates, processing reimbursements, lump sums and invoices and filing/uploading documents in the electronic and/or hard copy file
- After identifying the appropriate policy, upload to system and mail to transferee if needed
- Screen brokers or agents to determine whether they are qualified to handle an assignment
- Use dashboard on a daily basis to complete all actions assigned to the PMA role
- Assist in gathering and preparation of information needed for AATC to process the closing
- Compile the necessary documentation for the Inventory Manager at the time a property comes into inventory—including the TRC Listing
- Use title insurance, BMA’s, and appraisal knowledge to conduct a preliminary review of the information for the PMM
- Locate and arrange temporary living facilities for the transferee, as well as process the monthly payments, if applicable
- Administer policy for Renters/College Recruits
- Act as phone back-up for the PMM
- Prepare outgoing regular and express mail for team
- Participate in the rotation schedule for front desk coverage during times the receptionist is on break, lunch, or vacation
- Able to maintain regular, predictable attendance
- Assist other teams as needed
- Any other duties as assigned (Non Essential)
POSITION QUALIFICATIONS:
Competencies
- Technical Aptitude
- Team Builder
- Relationship Building
- Customer Oriented
- Detail Oriented
- Initiative
- Organized
- Decision Making
- Judgment
- Analytical Skills
- Communication, Oral and Written
- Interpersonal
- Change Management
SKILLS & ABILITIES:
Education : Bachelor's Degree (four year college or university) or equivalent experience
Experience : 2-3 years working in an office or customer service environment where interpersonal and conflict resolution skills are used on a regular basis
Computer Skills: General knowledge of Microsoft Office Suite; Ability to learn relocation software
Certificates & Licenses: CRP, GMS, Real Estate License desired
Other Requirements: Task oriented skills and the ability to prioritize. Bilingual skills, real estate, corporate relocation or related experience a plus