Real Estate Relationship Executive

Job Details

Description

Position Purpose and Objective

The Real Estate Relationships Executive focuses on building and maintaining strong connections with key stakeholders in the real estate industry, such as agents, brokers, developers, private investors, and commercial clients. This role fosters partnerships, understands customer needs, and provides tailored services to enhance overall business performance.

Major Duties And Essential Functions

• Actively seek and foster relationships with real estate professionals, commercial investors, private investors, and members.
• Work towards offering CUSOs (TML and Lakewood Title) services to other credit unions.
• Track market sentiment and communicate product and pricing changes to maintain competitiveness.
• Understand clients' specific needs, goals, and challenges to provide relevant and practical solutions.
• Offer personalized solutions and support to meet the individual needs of clients and partners.
• Actively participate in networking events, conferences, and other activities to expand the professional network and identify new business opportunities.
• Effectively communicating with clients and partners, providing clear information
• Tracking and analyzing key metrics related to client relationships and performance, providing insights for improvement.
• Present strategies to retain existing clients and attract new ones through strong relationships and exceptional service.
• Work with TML and Lakewood Title on marketing strategies using digital channels to attract and retain clients. Work on potential CPE and training opportunities for realtors and agents.
• Propose changes in processes and practices to adapt to current market trends and assist in improving customer experience on an ongoing basis.
  
  

Positions Directly Supervised:

Specific knowledge, skills, and abilities required for this position:

• Excellent Communication Skills: Effectively communicating with diverse individuals and groups.
• Strong Relationship Building Skills: Developing and maintaining strong, trusting relationships with clients and partners.
• Customer Service Focus: A commitment to providing exceptional customer service and going above and beyond to meet client needs.
• Analytical Skills: Analyzing data and identifying trends to inform decision-making.
• Sales and Negotiation Skills: The ability to effectively present solutions, negotiate deals, and close business.
• Problem-Solving Skills: The ability to identify and address challenges effectively.
  
  

Education:

Bachelor’s degree or equivalent

NMLS license preferrable

Physical Activities And Requirements Of This Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Sedentary Work

While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 10 pounds.

Working Conditions of this Position

DESCRIPTION

None. No hazardous or significantly unpleasant conditions.

Mental Activities And Requirements Of This Position

Reasoning Ability: The ability to use common sense or logic.

Detailed

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Mathematical Ability: The level of ability required to perform math skills and operations.

Average

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Language Ability: The level of ability required to communicate and understand written and oral language.

Typical

Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.

Compliance requirement

The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position.

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.