Outbound Referral Administrator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Collaborate closely with advisors to gather adequate information for creating meaningful agent assignments and connections for outgoing referrals.

• Process outbound referrals within 2 hours of receiving client information from the advisor.

• Ensure that international referrals receive follow-up within 24 hours of placement with affiliate companies to maintain connectivity.

• Utilize the company calendar for follow-ups, including but not limited to international referrals, while adhering to referral placement timelines.

• Develop and manage fully-executed Referral Fee Agreements.

• Perform weekly and monthly follow-ups for each referral and provide updates to agents.

• Oversee the collection of payments for pending transactions.

• Establish broker files for each pending transaction.

• Ensure that the correct referral fees are processed by our accounting team promptly and that referring agents receive their payments accurately.

• Participate in SIR Open House Zoom meetings.

• Join regular networking Zoom meetings with other SIR referral coordinators.

• Create departmental files for incoming referral leads from selected online referral programs (e.g., HomeStory, RocketHomes, Opcity).

• Remind agents on a weekly or semi-monthly basis to update their leads in the lead program portals, offering assistance with the update entry if required.

• Ensure accurate and timely payment of referral fees by our accounting team and that the referral programs are compensated correctly.

• Upload Relo breakdown, W9, and RFAs to transaction files for these leads.

• Assign rental tours and assistance tasks from Porchlight to selected agents within our Porchlight rental group.

• Create and submit invoices to Porchlight for completed rental tours.

• Establish broker files for Porchlight rental tours.

• Foster meaningful relationships with other departments to enhance synergy within PSIR (e.g., Accounting, Broker of Record, Sales Managers).

• Attend weekly team meetings, monthly sales meetings, and regular Company Collaborations, either in person or via Zoom when schedule allows.

⛳️ Requirements

• Bachelor’s degree in Marketing, Business Administration, or a related field.

• 1-3 years of experience in Administrative, Customer Service, Data Entry, Administrative Assistant roles, or similar positions.

• Ability to learn company-specific systems effectively.

• Comprehensive understanding of office management systems and procedures.

• Proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).

• Proficient in Google Suite (Google Sheets, Gmail, etc.).

🏝️ Benefits

• Opportunities to work from home.

• Travel allowances.

• Meal provisions.