Relocation Specialist - US Based Remote

Anywhere Real Estate; Milwaukee (WI); Remote; USD 42,000 - 64,000; Full time

Job summary

Anywhere Real Estate is seeking a Relocation Specialist focused on CB Realty Web Lead operations to manage web-generated real estate leads and referrals with precision. You will ensure timely assignment, data accuracy, and seamless coordination for agents, customers, and partners as part of a high-volume real estate workflow.

Responsibilities include referral lifecycle management, agent routing, data entry, transaction oversight, and proactive issue resolution across multiple systems to uphold

Qualifications

• High School Diploma or equivalent.
• 2+ years in a customer-centric role with administrative duties.
• Experience in relocation or real estate preferred but not required.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Excellent data entry skills with strong attention to detail.
• Strong organizational and interpersonal skills.
• Ability to work shifts across time zones and weekends.
• Excellent verbal and written communication.
• Creative problem-solving abilities.

Responsibilities

• Referral Management: Manage the full lifecycle of web leads and referrals, qualify/assign referrals outside the brokerage footprint.
• Agent Assignment: Review, route, and assign leads based on client needs and guidelines; monitor activity.
• Data Entry: Complete necessary entry and improve processes using technology and AI tools.
• Transaction management: Oversee transaction-related steps and documentation.
• Communication: Maintain regular contact with Web Lead Directors and stakeholders.
• Monitoring/Follow up: Track communications, manage follow-ups, and keep data updated.
• Issue Resolution: Address concerns and take corrective action as needed.
• Contract Management: Ensure milestone data accuracy and generate docs for pending/sale data.
• Closing Coordination: Share all closing information with parties involved.
• Data Integrity: Validate data across systems and perform audits.
• Reporting: Generate reports to monitor lead activity and performance.

Skills

Customer service

Administrative support

Microsoft Office

Data entry

Communication skills

Time management

Education

High School Diploma or equivalent

Tools

CRM software (unspecified)

Job description

Our process includes a HireVue assessment for all applicants for this requisition. Our recruiting team reviews each submission, and selected candidates will have the chance to meet with a member of the team.

Relocation Specialist, focusing on CB Realty Web Lead operations, is responsible for the end-to-end management of web-generated real estate leads and referral opportunities, ensuring timely assignment, data accuracy, operational efficiency, and exceptional service for agents, customers, and business partners. This is critical in the success of business outcomes through lead conversion.

Key Responsibilities include, but are not limited to:

• Referral Management: Manage the full lifecycle of web leads and referrals from intake through resolution, ensuring systematic lead flow and database accuracy.Qualify/assign referrals outside of brokerage footprint to appropriate parties.

• Agent Assignment: Review, prioritize, route, and assign leads based on customer needs, coverage requirements, and business guidelines.Monitor lead activity and resolve stalled, misrouted, or unassigned opportunities.Route referrals to the most qualified agent to assist customers in successfully completing their real estate transactions.Reassign halted referrals as appropriate.

• Data Entry: Complete any necessary entry related to the referral.Identify and implement process improvements, leveraging technology and AI tools to increase efficiency

• Transaction management:

• Communication: Maintain regular communication with Web Lead Directors for transaction/agent needs.Support agents, customers, and internal stakeholders through timely communication and issue resolution.

• Monitoring/Follow up: Monitor all communications from agents and clients, manage information accordingly, and follow up on open or overdue items.Manage lead generation communications, follow-ups, and operational workflow tracking.Maintain accurate lead, referral, and transaction data across multiple systems.

• Issue Resolution: Address any signs of concern by reaching out to resolve issues or take corrective action.

• Contract Management: Ensure system accuracy with critical milestone data and generate appropriate documentation for pending/sale data.

• Closing Coordination: Ensure all closing-related information is shared with all parties.

• Data Integrity: Maintain and validate data integrity in all systems.Conduct audits and resolve reporting discrepancies.

• Reporting: Generate and analyze reports to monitor lead activity, responsiveness, and performance.

Requirements:

• High School Diploma or equivalent.

• Two or more years of experience in a customer-centric business environment with administrative responsibilities.

• One or more years of experience in the relocation or real estate industry (preferred but not required).

• Proficiency in Microsoft Office (Word, Excel, Outlook).

• Excellent data entry skills with strong attention to detail.

• Ability to work well under pressure with excellent organizational skills.

• Strong interpersonal skills to interact successfully with internal and external customers at all levels.

• Flexibility to work shifts accommodating clients in various time zones and weekends as required.

• Professional verbal and written communication skills.

• Creative problem-solving abilities.

Coldwell Banker® (https://www.coldwellbanker.com/) is one of the world’s leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc.

Anywhere Real Estate Inc. (http://www.anywhere.re/) (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estateBetter Homes and Gardens® Real Estate (https://www.bhgre.com/) ,Century 21® (https://www.century21.com/) ,Coldwell Banker® (https://www.coldwellbanker.com/) ,Coldwell Banker Commercial® (https://www.cbcworldwide.com/) ,Corcoran® (https://www.corcoran.com/) ,ERA® (https://www.era.com/) , andSotheby's International Realty® (https://www.sothebysrealty.com/eng) , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.

At Anywhere, we are empowering everyone’s next move – your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (https://anywhere.re/wp-content/uploads/2025/03/2024-Impact-Report.pdf) .

We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:

• Great Place to Work

• Forbes World's Best Employers

• Newsweek World's Most Trustworthy Companies

• Ethisphere World's Most Ethical Companies

EEO Statement: EOE including disability/veteran