Real Estate Coordinator

About the Role

The Real Estate Coordinator is a frontline role supporting customers at the beginning of their real estate journey. Working in a fast-paced, call center–style environment, this position manages a high volume of inbound and outbound calls while helping customers navigate available real estate services and referral options. This role blends customer service, consultative conversations, and case management. It is ideal for someone who enjoys phone-based work, thrives in a structured environment, and takes pride in delivering a positive and consistent customer experience. What You’ll Do

• Serve as the first point of contact for customers entering the real estate referral process, primarily through inbound and outbound phone calls
• Verify customer information and clearly explain next steps, timelines, and available real estate services
• Conduct real estate needs assessments to understand customer goals, preferences, and transaction requirements
• Promote and place referrals for Cartus and Anywhere Real Estate affiliated products and services, including departure and destination broker referrals, mortgage, title, insurance, and CartusConnect, in alignment with client guidelines
• Obtain customer consent for referrals to affiliated companies and ensure all placements comply with policy and documentation requirements
• Manage an active and evolving caseload, maintaining timely and proactive follow-up to support customer satisfaction and agent engagement
• Accurately document customer interactions, referrals, and updates across multiple systems and CRM tools
• Partner with Cartus consultants and internal colleagues to address agent, brokerage, or referral-related questions
• Work toward established service, quality, and productivity metrics in a structured, performance-driven environment

Qualifications

• 2–3 years of customer service experience required; call center, inside sales, financial services, or retail experience strongly preferred
• High school diploma required; some college preferred
• Real estate knowledge (buying, selling, or mortgage processes) preferred but not required
• Strong verbal and written communication skills
• Comfort navigating multiple digital platforms; experience with CRM systems, Microsoft Office Suite, or Google Workspace strongly preferred
• Demonstrated ability to multi-task, manage competing priorities, and maintain accuracy in a fast-paced environment
• Professional, courteous communication style with a strong focus on customer service
• Regular and reliable attendance and punctuality
• Commitment to diversity, equity, and inclusion

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