1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Weichert Co. of NJ is hiring a Talent Acquisition Specialist in our Morris County, NJ region. The Talent Acquisition Specialist (TAS) reports to the Residential Sales Recruiter Lead and is responsible for working with the assigned Regional President and Residential Branch Managers to recruit new and/or experienced Sales Associates for their respective sales offices while being an integral member of the overall TAS team and following the TAS team processes, structure and deliverables. Travel to offices in the region will be required. The position is responsible for prospecting for, securing and conducting appointments with, and guiding new leads through the process so that they ultimately convert into a Weichert Sales Associate or into the Weichert Family of Companies. This position also handles office related management functions related to staffing including contacting, conducting in-person interview with or without the Sales Office Managers, running Brand X and agent analysis, sending marketing materials, negotiating compensation packages, etc. Job responsibilities include, but are not limited to, the following: Proactively identifies, contacts, meets with, presents to, follows up with, and hires potential new and experienced candidates for their respective Weichert, Realtors sales office. Uses discretion and independent judgement in making recommendations to hire candidates based on their expertise, knowledge and analytics of each candidate and their respective market place. Executes, supports and/or attends industry events and activities, and conduct appointments on- and off-site to recruit sales associates. Builds relationship with and visits both Weichert and other local real estate schools to connect with students to introduce them to the benefits of working at Weichert. Execute and attend Career/Job Fairs and Career Seminars to introduce potential candidates to the benefits of pursuing a career in real estate with Weichert. Promotes and market the Sales Office and/or Company locally to boost a positive Weichert image and attract candidates. Suggests new and creative proactive recruiting methods to increase lead flow and candidate pipeline for assigned sales offices. Consistently uses Company branded recruiting tools and best practice techniques to interview and introduce candidates to the benefits of entering a business relationship with Weichert. Uses Company's internal and external programs to source, track and manage leads. Reports to Residential Sales Recruiter Lead and works closely with office RVP, Sales Manager and office sales associates, and the Career Development Specialist team to strategize and address location recruiting needs. Submits various reporting for management. Must recruit a combined minimum of 48 new and experienced Sales Associates per year. Performs other duties as assigned. The ideal candidate will meet the following requirements: Bachelor's degree preferred Valid Driver's license required Minimum 1.5 years previous recruiting experience a must or a strong sales/management experience that included hiring and/or building team required Ability to consistently secure appointments through phone calls and various networking required Ability to present to both small and large groups Ability to network and cold call to identify leads Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Ability to work independently Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, etc.) The estimated base salary range for this position is from $70,000 to $85,000. In addition to a base salary, this position offers a competitive bonus plan. The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or licenses/certifications.
03/03/2026
Full time
Weichert Co. of NJ is hiring a Talent Acquisition Specialist in our Morris County, NJ region. The Talent Acquisition Specialist (TAS) reports to the Residential Sales Recruiter Lead and is responsible for working with the assigned Regional President and Residential Branch Managers to recruit new and/or experienced Sales Associates for their respective sales offices while being an integral member of the overall TAS team and following the TAS team processes, structure and deliverables. Travel to offices in the region will be required. The position is responsible for prospecting for, securing and conducting appointments with, and guiding new leads through the process so that they ultimately convert into a Weichert Sales Associate or into the Weichert Family of Companies. This position also handles office related management functions related to staffing including contacting, conducting in-person interview with or without the Sales Office Managers, running Brand X and agent analysis, sending marketing materials, negotiating compensation packages, etc. Job responsibilities include, but are not limited to, the following: Proactively identifies, contacts, meets with, presents to, follows up with, and hires potential new and experienced candidates for their respective Weichert, Realtors sales office. Uses discretion and independent judgement in making recommendations to hire candidates based on their expertise, knowledge and analytics of each candidate and their respective market place. Executes, supports and/or attends industry events and activities, and conduct appointments on- and off-site to recruit sales associates. Builds relationship with and visits both Weichert and other local real estate schools to connect with students to introduce them to the benefits of working at Weichert. Execute and attend Career/Job Fairs and Career Seminars to introduce potential candidates to the benefits of pursuing a career in real estate with Weichert. Promotes and market the Sales Office and/or Company locally to boost a positive Weichert image and attract candidates. Suggests new and creative proactive recruiting methods to increase lead flow and candidate pipeline for assigned sales offices. Consistently uses Company branded recruiting tools and best practice techniques to interview and introduce candidates to the benefits of entering a business relationship with Weichert. Uses Company's internal and external programs to source, track and manage leads. Reports to Residential Sales Recruiter Lead and works closely with office RVP, Sales Manager and office sales associates, and the Career Development Specialist team to strategize and address location recruiting needs. Submits various reporting for management. Must recruit a combined minimum of 48 new and experienced Sales Associates per year. Performs other duties as assigned. The ideal candidate will meet the following requirements: Bachelor's degree preferred Valid Driver's license required Minimum 1.5 years previous recruiting experience a must or a strong sales/management experience that included hiring and/or building team required Ability to consistently secure appointments through phone calls and various networking required Ability to present to both small and large groups Ability to network and cold call to identify leads Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Ability to work independently Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, etc.) The estimated base salary range for this position is from $70,000 to $85,000. In addition to a base salary, this position offers a competitive bonus plan. The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or licenses/certifications.
We seek a highly organized and customer-focused Sales Associate to deliver an industry-leading experience for home buyers. This role will serve as a point of contact for purchasers from contract to closing, ensuring a seamless home-buying journey while introducing Club memberships. As a licensed Assistant, the individual will provide administrative and customer support for a Sales Agent, contributing to licensed activities to ensure compliance with real estate regulations. This role requires exceptional communication, organizational, and problem-solving skills to engage with homebuyers, builders, sales teams, and other stakeholders. Key Responsibilities: Access to Property Allow professionals to enter a property for inspection or repairs with the principal's permission. Must be physically present during inspections but cannot use lockbox keys. Arranging Appointments & Coordination Host, schedule and arrange appointments for licensed real estate agents. Coordinate home inspections, repairs, and third-party services as needed. Arrange property visits, open houses, and meetings between clients and real estate professionals. Order reports and services (e.g., pest control, appraisals, credit reports) under a licensee's direction. Client Engagement & Communication Serve as a point of contact for homebuyers, guiding them through purchasing while supporting real estate professionals. Communicate with principals and service providers regarding transaction timelines and service completion. Provide a seamless experience from contract signing to closing, ensuring all needs are met. Offer a warm handoff to Onsite Community and Club team members. Support buyers with licensed inquiries and direct them to the appropriate contacts. Contacting & Lead Generation Contact potential clients to gauge interest in broker services and refer them to agents. Document Handling & Compliance Prepare and complete documents under the supervision of real estate agent. Deliver, pick up, and obtain signatures on transaction documents. Cannot discuss the content or significance of documents with clients. Check transaction documents for completeness; a licensed agent must determine final compliance. Maintain a CRM system (e.g., Salesforce) to track buyer engagement and follow-ups. Mortgage Loan Brokerage Support Assist brokers in fulfilling mortgage obligations but cannot negotiate terms. Provide written, factual loan information from broker-prepared materials. Notify borrowers about missing information in applications. Enter borrower information in loan applications or databases. Contact lenders for loan status updates and relay information. Customer Service & Problem-Solving Provide exceptional guest service, mitigating challenges in the home-buying process. Act as a liaison between buyers and builders to resolve concerns. Support buyers with licensed inquiries and direct them to the appropriate contacts. New Home Buyer Support Ensure a seamless experience for new home buyers from contract to closing. Act as a point of contact for new home buyers. Deliver the highest level of guest service and mitigate traditional real estate buying pain points. Engage builders/developers on behalf of the home buyer to resolve the item. Direct new home buyers to the proper contacts throughout the sales journey. Introduce the homeowner to a design center consultant. Present Club memberships to new home buyers. Warm transition and handoff to the Onsite Community and Club cast members. Qualifications & Skills: 3+ years of real estate experience or equivalent customer service/hospitality experience. Valid CA real estate license Exceptional interpersonal and communication skills, both written and verbal. Ability to collaborate with multiple stakeholders and work in a dynamic, fast-paced environment. Strong organizational skills with the ability to prioritize and manage multiple tasks. Proficiency in Microsoft 365 tools, CRM platforms (e.g., Salesforce), and other technology tools. Ability to maintain confidentiality and uphold brand integrity. Experience in problem-solving, conflict resolution, and customer engagement. A valid Driver's License. Education: Undergraduate degree or equivalent experience preferred. Our Benefits: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at The hiring range for this position in California is $28.00 - $30.80 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered
03/03/2026
Full time
We seek a highly organized and customer-focused Sales Associate to deliver an industry-leading experience for home buyers. This role will serve as a point of contact for purchasers from contract to closing, ensuring a seamless home-buying journey while introducing Club memberships. As a licensed Assistant, the individual will provide administrative and customer support for a Sales Agent, contributing to licensed activities to ensure compliance with real estate regulations. This role requires exceptional communication, organizational, and problem-solving skills to engage with homebuyers, builders, sales teams, and other stakeholders. Key Responsibilities: Access to Property Allow professionals to enter a property for inspection or repairs with the principal's permission. Must be physically present during inspections but cannot use lockbox keys. Arranging Appointments & Coordination Host, schedule and arrange appointments for licensed real estate agents. Coordinate home inspections, repairs, and third-party services as needed. Arrange property visits, open houses, and meetings between clients and real estate professionals. Order reports and services (e.g., pest control, appraisals, credit reports) under a licensee's direction. Client Engagement & Communication Serve as a point of contact for homebuyers, guiding them through purchasing while supporting real estate professionals. Communicate with principals and service providers regarding transaction timelines and service completion. Provide a seamless experience from contract signing to closing, ensuring all needs are met. Offer a warm handoff to Onsite Community and Club team members. Support buyers with licensed inquiries and direct them to the appropriate contacts. Contacting & Lead Generation Contact potential clients to gauge interest in broker services and refer them to agents. Document Handling & Compliance Prepare and complete documents under the supervision of real estate agent. Deliver, pick up, and obtain signatures on transaction documents. Cannot discuss the content or significance of documents with clients. Check transaction documents for completeness; a licensed agent must determine final compliance. Maintain a CRM system (e.g., Salesforce) to track buyer engagement and follow-ups. Mortgage Loan Brokerage Support Assist brokers in fulfilling mortgage obligations but cannot negotiate terms. Provide written, factual loan information from broker-prepared materials. Notify borrowers about missing information in applications. Enter borrower information in loan applications or databases. Contact lenders for loan status updates and relay information. Customer Service & Problem-Solving Provide exceptional guest service, mitigating challenges in the home-buying process. Act as a liaison between buyers and builders to resolve concerns. Support buyers with licensed inquiries and direct them to the appropriate contacts. New Home Buyer Support Ensure a seamless experience for new home buyers from contract to closing. Act as a point of contact for new home buyers. Deliver the highest level of guest service and mitigate traditional real estate buying pain points. Engage builders/developers on behalf of the home buyer to resolve the item. Direct new home buyers to the proper contacts throughout the sales journey. Introduce the homeowner to a design center consultant. Present Club memberships to new home buyers. Warm transition and handoff to the Onsite Community and Club cast members. Qualifications & Skills: 3+ years of real estate experience or equivalent customer service/hospitality experience. Valid CA real estate license Exceptional interpersonal and communication skills, both written and verbal. Ability to collaborate with multiple stakeholders and work in a dynamic, fast-paced environment. Strong organizational skills with the ability to prioritize and manage multiple tasks. Proficiency in Microsoft 365 tools, CRM platforms (e.g., Salesforce), and other technology tools. Ability to maintain confidentiality and uphold brand integrity. Experience in problem-solving, conflict resolution, and customer engagement. A valid Driver's License. Education: Undergraduate degree or equivalent experience preferred. Our Benefits: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at The hiring range for this position in California is $28.00 - $30.80 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered
Weichert Financial Services is hiring a Mortgage Advisor in Ocean County, NJ. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates. Job responsibilities include, but are not limited to, the following: Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service at all times and provides solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. The ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity At least one (1) to three (3) years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Ability to set goals and divide processes into timelines Excellent problem-solving skills are essential Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer services skills with a strong attention to detail Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $33,113.60, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
03/03/2026
Full time
Weichert Financial Services is hiring a Mortgage Advisor in Ocean County, NJ. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates. Job responsibilities include, but are not limited to, the following: Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service at all times and provides solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. The ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity At least one (1) to three (3) years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Ability to set goals and divide processes into timelines Excellent problem-solving skills are essential Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer services skills with a strong attention to detail Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary up to $33,113.60, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
Weichert Co. of Virginia is hiring a Talent Acquisition Specialist in the Capitol region - for Maryland and Virginia. The Talent Acquisition Specialist (TAS) reports to the Residential Sales Recruiter Lead and is responsible for working with the assigned Regional President and Residential Branch Managers to recruit new and/or experienced Sales Associates for their respective sales offices while being an integral member of the overall TAS team and following the TAS team processes, structure and deliverables. Travel to offices in the region will be required. The position is responsible for prospecting for, securing and conducting appointments with, and guiding new leads through the process so that they ultimately convert into a Weichert Sales Associate or into the Weichert Family of Companies. This position also handles office related management functions related to staffing including contacting, conducting in-person interview with or without the Sales Office Managers, running Brand X and agent analysis, sending marketing materials, negotiating compensation packages, etc. Job responsibilities include, but are not limited to, the following: Proactively identifies, contacts, meets with, presents to, follows up with, and hires potential new and experienced candidates for their respective Weichert, Realtors sales office. Uses discretion and independent judgement in making recommendations to hire candidates based on their expertise, knowledge and analytics of each candidate and their respective market place. Executes, supports and/or attends industry events and activities, and conduct appointments on- and off-site to recruit sales associates. Builds relationship with and visits both Weichert and other local real estate schools to connect with students to introduce them to the benefits of working at Weichert. Execute and attend Career/Job Fairs and Career Seminars to introduce potential candidates to the benefits of pursuing a career in real estate with Weichert. Promotes and market the Sales Office and/or Company locally to boost a positive Weichert image and attract candidates. Suggests new and creative proactive recruiting methods to increase lead flow and candidate pipeline for assigned sales offices. Consistently uses Company branded recruiting tools and best practice techniques to interview and introduce candidates to the benefits of entering a business relationship with Weichert. Uses Company's internal and external programs to source, track and manage leads. Reports to Residential Sales Recruiter Lead and works closely with office RVP, Sales Manager and office sales associates, and the Career Development Specialist team to strategize and address location recruiting needs. Submits various reporting for management. Must recruit a combined minimum of 48 new and experienced Sales Associates per year. Performs other duties as assigned. The ideal candidate will meet the following requirements: Bachelor's degree preferred Valid Driver's license required Minimum 1.5 years previous recruiting experience a must or a strong sales/management experience that included hiring and/or building team required Ability to consistently secure appointments through phone calls and various networking required Ability to present to both small and large groups Ability to network and cold call to identify leads Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Ability to work independently Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, etc.) The estimated base salary range for this position is from $70,000 to $85,000. In addition to a base salary, this position offers a competitive bonus plan. The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or licenses/certifications.
03/03/2026
Full time
Weichert Co. of Virginia is hiring a Talent Acquisition Specialist in the Capitol region - for Maryland and Virginia. The Talent Acquisition Specialist (TAS) reports to the Residential Sales Recruiter Lead and is responsible for working with the assigned Regional President and Residential Branch Managers to recruit new and/or experienced Sales Associates for their respective sales offices while being an integral member of the overall TAS team and following the TAS team processes, structure and deliverables. Travel to offices in the region will be required. The position is responsible for prospecting for, securing and conducting appointments with, and guiding new leads through the process so that they ultimately convert into a Weichert Sales Associate or into the Weichert Family of Companies. This position also handles office related management functions related to staffing including contacting, conducting in-person interview with or without the Sales Office Managers, running Brand X and agent analysis, sending marketing materials, negotiating compensation packages, etc. Job responsibilities include, but are not limited to, the following: Proactively identifies, contacts, meets with, presents to, follows up with, and hires potential new and experienced candidates for their respective Weichert, Realtors sales office. Uses discretion and independent judgement in making recommendations to hire candidates based on their expertise, knowledge and analytics of each candidate and their respective market place. Executes, supports and/or attends industry events and activities, and conduct appointments on- and off-site to recruit sales associates. Builds relationship with and visits both Weichert and other local real estate schools to connect with students to introduce them to the benefits of working at Weichert. Execute and attend Career/Job Fairs and Career Seminars to introduce potential candidates to the benefits of pursuing a career in real estate with Weichert. Promotes and market the Sales Office and/or Company locally to boost a positive Weichert image and attract candidates. Suggests new and creative proactive recruiting methods to increase lead flow and candidate pipeline for assigned sales offices. Consistently uses Company branded recruiting tools and best practice techniques to interview and introduce candidates to the benefits of entering a business relationship with Weichert. Uses Company's internal and external programs to source, track and manage leads. Reports to Residential Sales Recruiter Lead and works closely with office RVP, Sales Manager and office sales associates, and the Career Development Specialist team to strategize and address location recruiting needs. Submits various reporting for management. Must recruit a combined minimum of 48 new and experienced Sales Associates per year. Performs other duties as assigned. The ideal candidate will meet the following requirements: Bachelor's degree preferred Valid Driver's license required Minimum 1.5 years previous recruiting experience a must or a strong sales/management experience that included hiring and/or building team required Ability to consistently secure appointments through phone calls and various networking required Ability to present to both small and large groups Ability to network and cold call to identify leads Proficiency in Microsoft Office suite of products Strong oral and written communications skills Ability to multitask in a fast-paced environment Ability to work independently Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, etc.) The estimated base salary range for this position is from $70,000 to $85,000. In addition to a base salary, this position offers a competitive bonus plan. The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or licenses/certifications.
Weichert, Realtors is hiring a select number of professional real estate agents for this sales office. We are looking for people that are willing to obtain their real estate sales license or have recently completed their pre-license requirements. There are also openings for experienced real estate salespersons and broker-salespersons. Candidates must be interested in building a strong, scalable real estate business and being top earners in the industry using Weichert lead generation strategies. Weichert is one of the largest independently owned real estate companies in the country. We are in partnership with our real estate agents, co-branding them, and laser-focused on one common goal: provide the customer with the very best sales experience possible with the best agents in the industry using our advanced myWeichert leading-edge technology web platform, marketing expertise, extensive support, and our award-winning training. Many agents, teams and even brokers have become dependent on a singular source for new customers. Weichert empowers real estate agents to easily diversify their sources of new business. The ideal candidates will take advantage of our "best of both worlds" approach of supporting our real estate agents by combining innovative tools with high-touch coaching based on real-world experience. Weichert delivers an unparalleled integrated real estate, mortgage, insurance, title settlement, home protection and moving services All Under One RoofSM. Weichert invests in its real estate agents called Weichert Sales Associates and their business. As we work hard to help agents either improve their current sales path or launch their real estate sales career professionally and successfully, we know the ideal candidate we're looking for will meet the following requirements: High school diploma or GED. Have or be willing to obtain a real estate salesperson license. Strong interpersonal skills, including being comfortable talking to new people. Good customer services skills. Good oral and written communications skills. Ability to multitask in a fast-paced environment. Strong attention to detail. Desire to work both as part of a cohesive team office environment while having a high degree of self-discipline, independence and an entrepreneurial mindset. Flexibility in meeting with customers based on their convenience. Proficient with social media networking tools such as LinkedIn and Facebook. Willing to learn the latest technology using our myWeichert CRM, website and marketing platform. Desire to take advantage of all the free training to earn targeted income via commissions. Ability to make prospecting calls, work open houses and follow-up with company-generated leads. Ability to learn scripts and presentations and use the given company marketing materials to build more business. Join Our Team If you're interested in being considered for one of the few openings complete the form below and you will receive a quick, online questionnaire to help determine the best next steps. These positions are commission-based opportunities to propel your sales career in this industry. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Your information will be kept strictly confidential. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
03/03/2026
Full time
Weichert, Realtors is hiring a select number of professional real estate agents for this sales office. We are looking for people that are willing to obtain their real estate sales license or have recently completed their pre-license requirements. There are also openings for experienced real estate salespersons and broker-salespersons. Candidates must be interested in building a strong, scalable real estate business and being top earners in the industry using Weichert lead generation strategies. Weichert is one of the largest independently owned real estate companies in the country. We are in partnership with our real estate agents, co-branding them, and laser-focused on one common goal: provide the customer with the very best sales experience possible with the best agents in the industry using our advanced myWeichert leading-edge technology web platform, marketing expertise, extensive support, and our award-winning training. Many agents, teams and even brokers have become dependent on a singular source for new customers. Weichert empowers real estate agents to easily diversify their sources of new business. The ideal candidates will take advantage of our "best of both worlds" approach of supporting our real estate agents by combining innovative tools with high-touch coaching based on real-world experience. Weichert delivers an unparalleled integrated real estate, mortgage, insurance, title settlement, home protection and moving services All Under One RoofSM. Weichert invests in its real estate agents called Weichert Sales Associates and their business. As we work hard to help agents either improve their current sales path or launch their real estate sales career professionally and successfully, we know the ideal candidate we're looking for will meet the following requirements: High school diploma or GED. Have or be willing to obtain a real estate salesperson license. Strong interpersonal skills, including being comfortable talking to new people. Good customer services skills. Good oral and written communications skills. Ability to multitask in a fast-paced environment. Strong attention to detail. Desire to work both as part of a cohesive team office environment while having a high degree of self-discipline, independence and an entrepreneurial mindset. Flexibility in meeting with customers based on their convenience. Proficient with social media networking tools such as LinkedIn and Facebook. Willing to learn the latest technology using our myWeichert CRM, website and marketing platform. Desire to take advantage of all the free training to earn targeted income via commissions. Ability to make prospecting calls, work open houses and follow-up with company-generated leads. Ability to learn scripts and presentations and use the given company marketing materials to build more business. Join Our Team If you're interested in being considered for one of the few openings complete the form below and you will receive a quick, online questionnaire to help determine the best next steps. These positions are commission-based opportunities to propel your sales career in this industry. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Your information will be kept strictly confidential. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
We seek a highly organized and customer-focused Sales Associate to deliver an industry-leading experience for home buyers. This role will serve as a point of contact for purchasers from contract to closing, ensuring a seamless home-buying journey while introducing Club memberships. As a licensed Assistant, the individual will provide administrative and customer support for a Sales Agent, contributing to licensed activities to ensure compliance with real estate regulations. This role requires exceptional communication, organizational, and problem-solving skills to engage with homebuyers, builders, sales teams, and other stakeholders. Key Responsibilities: Access to Property Allow professionals to enter a property for inspection or repairs with the principal's permission. Must be physically present during inspections but cannot use lockbox keys. Arranging Appointments & Coordination Host, schedule and arrange appointments for licensed real estate agents. Coordinate home inspections, repairs, and third-party services as needed. Arrange property visits, open houses, and meetings between clients and real estate professionals. Order reports and services (e.g., pest control, appraisals, credit reports) under a licensee's direction. Client Engagement & Communication Serve as a point of contact for homebuyers, guiding them through purchasing while supporting real estate professionals. Communicate with principals and service providers regarding transaction timelines and service completion. Provide a seamless experience from contract signing to closing, ensuring all needs are met. Offer a warm handoff to Onsite Community and Club team members. Support buyers with licensed inquiries and direct them to the appropriate contacts. Contacting & Lead Generation Contact potential clients to gauge interest in broker services and refer them to agents. Document Handling & Compliance Prepare and complete documents under the supervision of real estate agent. Deliver, pick up, and obtain signatures on transaction documents. Cannot discuss the content or significance of documents with clients. Check transaction documents for completeness; a licensed agent must determine final compliance. Maintain a CRM system (e.g., Salesforce) to track buyer engagement and follow-ups. Mortgage Loan Brokerage Support Assist brokers in fulfilling mortgage obligations but cannot negotiate terms. Provide written, factual loan information from broker-prepared materials. Notify borrowers about missing information in applications. Enter borrower information in loan applications or databases. Contact lenders for loan status updates and relay information. Customer Service & Problem-Solving Provide exceptional guest service, mitigating challenges in the home-buying process. Act as a liaison between buyers and builders to resolve concerns. Support buyers with licensed inquiries and direct them to the appropriate contacts. New Home Buyer Support Ensure a seamless experience for new home buyers from contract to closing. Act as a point of contact for new home buyers. Deliver the highest level of guest service and mitigate traditional real estate buying pain points. Engage builders/developers on behalf of the home buyer to resolve the item. Direct new home buyers to the proper contacts throughout the sales journey. Introduce the homeowner to a design center consultant. Present Club memberships to new home buyers. Warm transition and handoff to the Onsite Community and Club cast members. Qualifications & Skills: 3+ years of real estate experience or equivalent customer service/hospitality experience. Valid CA real estate license Exceptional interpersonal and communication skills, both written and verbal. Ability to collaborate with multiple stakeholders and work in a dynamic, fast-paced environment. Strong organizational skills with the ability to prioritize and manage multiple tasks. Proficiency in Microsoft 365 tools, CRM platforms (e.g., Salesforce), and other technology tools. Ability to maintain confidentiality and uphold brand integrity. Experience in problem-solving, conflict resolution, and customer engagement. A valid Driver's License. Education: Undergraduate degree or equivalent experience preferred. Our Benefits: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at The hiring range for this position in California is $28.00 - $30.80 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered
03/03/2026
Full time
We seek a highly organized and customer-focused Sales Associate to deliver an industry-leading experience for home buyers. This role will serve as a point of contact for purchasers from contract to closing, ensuring a seamless home-buying journey while introducing Club memberships. As a licensed Assistant, the individual will provide administrative and customer support for a Sales Agent, contributing to licensed activities to ensure compliance with real estate regulations. This role requires exceptional communication, organizational, and problem-solving skills to engage with homebuyers, builders, sales teams, and other stakeholders. Key Responsibilities: Access to Property Allow professionals to enter a property for inspection or repairs with the principal's permission. Must be physically present during inspections but cannot use lockbox keys. Arranging Appointments & Coordination Host, schedule and arrange appointments for licensed real estate agents. Coordinate home inspections, repairs, and third-party services as needed. Arrange property visits, open houses, and meetings between clients and real estate professionals. Order reports and services (e.g., pest control, appraisals, credit reports) under a licensee's direction. Client Engagement & Communication Serve as a point of contact for homebuyers, guiding them through purchasing while supporting real estate professionals. Communicate with principals and service providers regarding transaction timelines and service completion. Provide a seamless experience from contract signing to closing, ensuring all needs are met. Offer a warm handoff to Onsite Community and Club team members. Support buyers with licensed inquiries and direct them to the appropriate contacts. Contacting & Lead Generation Contact potential clients to gauge interest in broker services and refer them to agents. Document Handling & Compliance Prepare and complete documents under the supervision of real estate agent. Deliver, pick up, and obtain signatures on transaction documents. Cannot discuss the content or significance of documents with clients. Check transaction documents for completeness; a licensed agent must determine final compliance. Maintain a CRM system (e.g., Salesforce) to track buyer engagement and follow-ups. Mortgage Loan Brokerage Support Assist brokers in fulfilling mortgage obligations but cannot negotiate terms. Provide written, factual loan information from broker-prepared materials. Notify borrowers about missing information in applications. Enter borrower information in loan applications or databases. Contact lenders for loan status updates and relay information. Customer Service & Problem-Solving Provide exceptional guest service, mitigating challenges in the home-buying process. Act as a liaison between buyers and builders to resolve concerns. Support buyers with licensed inquiries and direct them to the appropriate contacts. New Home Buyer Support Ensure a seamless experience for new home buyers from contract to closing. Act as a point of contact for new home buyers. Deliver the highest level of guest service and mitigate traditional real estate buying pain points. Engage builders/developers on behalf of the home buyer to resolve the item. Direct new home buyers to the proper contacts throughout the sales journey. Introduce the homeowner to a design center consultant. Present Club memberships to new home buyers. Warm transition and handoff to the Onsite Community and Club cast members. Qualifications & Skills: 3+ years of real estate experience or equivalent customer service/hospitality experience. Valid CA real estate license Exceptional interpersonal and communication skills, both written and verbal. Ability to collaborate with multiple stakeholders and work in a dynamic, fast-paced environment. Strong organizational skills with the ability to prioritize and manage multiple tasks. Proficiency in Microsoft 365 tools, CRM platforms (e.g., Salesforce), and other technology tools. Ability to maintain confidentiality and uphold brand integrity. Experience in problem-solving, conflict resolution, and customer engagement. A valid Driver's License. Education: Undergraduate degree or equivalent experience preferred. Our Benefits: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at The hiring range for this position in California is $28.00 - $30.80 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered
We seek a highly organized and customer-focused Sales Associate to deliver an industry-leading experience for home buyers. This role will serve as a point of contact for purchasers from contract to closing, ensuring a seamless home-buying journey while introducing Club memberships. As a licensed Assistant, the individual will provide administrative and customer support for a Sales Agent, contributing to licensed activities to ensure compliance with real estate regulations. This role requires exceptional communication, organizational, and problem-solving skills to engage with homebuyers, builders, sales teams, and other stakeholders. Key Responsibilities: Access to Property Allow professionals to enter a property for inspection or repairs with the principal's permission. Must be physically present during inspections but cannot use lockbox keys. Arranging Appointments & Coordination Host, schedule and arrange appointments for licensed real estate agents. Coordinate home inspections, repairs, and third-party services as needed. Arrange property visits, open houses, and meetings between clients and real estate professionals. Order reports and services (e.g., pest control, appraisals, credit reports) under a licensee's direction. Client Engagement & Communication Serve as a point of contact for homebuyers, guiding them through purchasing while supporting real estate professionals. Communicate with principals and service providers regarding transaction timelines and service completion. Provide a seamless experience from contract signing to closing, ensuring all needs are met. Offer a warm handoff to Onsite Community and Club team members. Support buyers with licensed inquiries and direct them to the appropriate contacts. Contacting & Lead Generation Contact potential clients to gauge interest in broker services and refer them to agents. Document Handling & Compliance Prepare and complete documents under the supervision of real estate agent. Deliver, pick up, and obtain signatures on transaction documents. Cannot discuss the content or significance of documents with clients. Check transaction documents for completeness; a licensed agent must determine final compliance. Maintain a CRM system (e.g., Salesforce) to track buyer engagement and follow-ups. Mortgage Loan Brokerage Support Assist brokers in fulfilling mortgage obligations but cannot negotiate terms. Provide written, factual loan information from broker-prepared materials. Notify borrowers about missing information in applications. Enter borrower information in loan applications or databases. Contact lenders for loan status updates and relay information. Customer Service & Problem-Solving Provide exceptional guest service, mitigating challenges in the home-buying process. Act as a liaison between buyers and builders to resolve concerns. Support buyers with licensed inquiries and direct them to the appropriate contacts. New Home Buyer Support Ensure a seamless experience for new home buyers from contract to closing. Act as a point of contact for new home buyers. Deliver the highest level of guest service and mitigate traditional real estate buying pain points. Engage builders/developers on behalf of the home buyer to resolve the item. Direct new home buyers to the proper contacts throughout the sales journey. Introduce the homeowner to a design center consultant. Present Club memberships to new home buyers. Warm transition and handoff to the Onsite Community and Club cast members. Qualifications & Skills: 3+ years of real estate experience or equivalent customer service/hospitality experience. Valid CA real estate license Exceptional interpersonal and communication skills, both written and verbal. Ability to collaborate with multiple stakeholders and work in a dynamic, fast-paced environment. Strong organizational skills with the ability to prioritize and manage multiple tasks. Proficiency in Microsoft 365 tools, CRM platforms (e.g., Salesforce), and other technology tools. Ability to maintain confidentiality and uphold brand integrity. Experience in problem-solving, conflict resolution, and customer engagement. A valid Driver's License. Education: Undergraduate degree or equivalent experience preferred. Our Benefits: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at The hiring range for this position in California is $28.00 - $30.80 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered
03/03/2026
Full time
We seek a highly organized and customer-focused Sales Associate to deliver an industry-leading experience for home buyers. This role will serve as a point of contact for purchasers from contract to closing, ensuring a seamless home-buying journey while introducing Club memberships. As a licensed Assistant, the individual will provide administrative and customer support for a Sales Agent, contributing to licensed activities to ensure compliance with real estate regulations. This role requires exceptional communication, organizational, and problem-solving skills to engage with homebuyers, builders, sales teams, and other stakeholders. Key Responsibilities: Access to Property Allow professionals to enter a property for inspection or repairs with the principal's permission. Must be physically present during inspections but cannot use lockbox keys. Arranging Appointments & Coordination Host, schedule and arrange appointments for licensed real estate agents. Coordinate home inspections, repairs, and third-party services as needed. Arrange property visits, open houses, and meetings between clients and real estate professionals. Order reports and services (e.g., pest control, appraisals, credit reports) under a licensee's direction. Client Engagement & Communication Serve as a point of contact for homebuyers, guiding them through purchasing while supporting real estate professionals. Communicate with principals and service providers regarding transaction timelines and service completion. Provide a seamless experience from contract signing to closing, ensuring all needs are met. Offer a warm handoff to Onsite Community and Club team members. Support buyers with licensed inquiries and direct them to the appropriate contacts. Contacting & Lead Generation Contact potential clients to gauge interest in broker services and refer them to agents. Document Handling & Compliance Prepare and complete documents under the supervision of real estate agent. Deliver, pick up, and obtain signatures on transaction documents. Cannot discuss the content or significance of documents with clients. Check transaction documents for completeness; a licensed agent must determine final compliance. Maintain a CRM system (e.g., Salesforce) to track buyer engagement and follow-ups. Mortgage Loan Brokerage Support Assist brokers in fulfilling mortgage obligations but cannot negotiate terms. Provide written, factual loan information from broker-prepared materials. Notify borrowers about missing information in applications. Enter borrower information in loan applications or databases. Contact lenders for loan status updates and relay information. Customer Service & Problem-Solving Provide exceptional guest service, mitigating challenges in the home-buying process. Act as a liaison between buyers and builders to resolve concerns. Support buyers with licensed inquiries and direct them to the appropriate contacts. New Home Buyer Support Ensure a seamless experience for new home buyers from contract to closing. Act as a point of contact for new home buyers. Deliver the highest level of guest service and mitigate traditional real estate buying pain points. Engage builders/developers on behalf of the home buyer to resolve the item. Direct new home buyers to the proper contacts throughout the sales journey. Introduce the homeowner to a design center consultant. Present Club memberships to new home buyers. Warm transition and handoff to the Onsite Community and Club cast members. Qualifications & Skills: 3+ years of real estate experience or equivalent customer service/hospitality experience. Valid CA real estate license Exceptional interpersonal and communication skills, both written and verbal. Ability to collaborate with multiple stakeholders and work in a dynamic, fast-paced environment. Strong organizational skills with the ability to prioritize and manage multiple tasks. Proficiency in Microsoft 365 tools, CRM platforms (e.g., Salesforce), and other technology tools. Ability to maintain confidentiality and uphold brand integrity. Experience in problem-solving, conflict resolution, and customer engagement. A valid Driver's License. Education: Undergraduate degree or equivalent experience preferred. Our Benefits: Disney offers a rewards package to help you live your best life. This includes health and savings benefits, educational opportunities and special extras that only Disney can provide. Learn more about our benefits and perks at The hiring range for this position in California is $28.00 - $30.80 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered
Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates. Job responsibilities include, but are not limited to, the following: Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service at all times and provides solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. The ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity At least one (1) to three (3) years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Ability to set goals and divide processes into timelines Excellent problem-solving skills are essential Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer services skills with a strong attention to detail Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
03/03/2026
Full time
Weichert Financial Services is hiring a Mortgage Advisor in its Maryland/Virginia location. Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Our Mortgage Advisors are more than loan originators they are on the front lines of the real estate process. We not only provide access to leads from various sources, but also the ability to meet agents and referral partners outside our real estate offices. Work for a premier name in real estate that gives you access to best-in-class technology and a wide range of mortgage programs. The Mortgage Advisor is responsible for representing the Company and originating residential mortgage loans within a designated Weichert sales office. The position develops and maintains existing customer relationships, as well as identifies new customer opportunities from various channels. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction. In addition, the position partners closely with their Office Manager to convert leads and add value to our Sales Associates. Job responsibilities include, but are not limited to, the following: Develops relationships with new and current customers, as well as realtors, builders, attorneys, and referral partners. This includes Weichert Realtors, as well as the Realtor Community outside of the Weichert office. Leverages their personal sphere to generate leads, as well as proactively following up on leads from various sources provided by the Company. Issues fully assessed pre-approvals which includes all facets of the qualification process, from income and credit to property standards. Provides a complete needs analysis for each prospect, fitting them for the most suitable program for their needs and providing accurate rate quotes and rate options for each program. Submits complete and accurate mortgage loan applications that provide all of the information needed to make an underwriting decision. Stays abreast of changes in market conditions that affect the Company's many loan products. Communicates regularly with all participants during the loan origination process, keeping them updated on the status. Provides excellent customer service at all times and provides solutions for customer concerns. Promotes collaborative atmosphere with representatives of the Weichert Team. Stays up-to-speed on availability of all products and provides customers with contact information of the appropriate Weichert product representative. Ensures full compliance with all applicable federal and state law and regulations, all Company policies and procedures, and all applicable investor guidelines, including maintaining all mortgage loan origination licensing and continuing education requirements. Updates lead portals, the CRM and other tracking software on a regular basis. Performs other duties as assigned. The ideal candidate will meet the following requirements: High school diploma or GED Individual state loan originator license(s) required for specific states in which employee engages in any mortgage loan origination activity At least one (1) to three (3) years of retail mortgage loan origination experience preferred General financial sales, real estate or mortgage operations experience may be substituted for part of the required mortgage loan origination experience Ability to determine appropriate interest rate quotes to customer and to determine maximum qualification amounts based on investor guidelines Ability to apply investor guidelines to specific sales situations and use discretion and judgment to recommend the most appropriate products to customers based on qualifications and needs identified by customer analysis Ability to set goals and divide processes into timelines Excellent problem-solving skills are essential Proficiency in Microsoft Office suite of products and ability to quickly gain proficiency in the Company's proprietary mortgage software products Excellent oral and written communications skills Ability to conduct presentations and hold one-on-one meetings Ability to multitask in a fast-paced environment Superior customer services skills with a strong attention to detail Exceptional math skills including addition, subtraction, multiplication, division, percentages, and fractions Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) In addition to a base salary, this position offers a competitive commission structure. The rate of pay offered will be dependent upon several factors including candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications. Weichert offers a comprehensive suite of benefits to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Weichert is an equal opportunity employer. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law.
Weichert, Realtors is currently looking for an Assistant Sales Manager for our McLean, VA office. The Assistant Sales Manager is responsible for motivating and leading a team of real estate sales associates in their office. In addition, the Assistant Sales Manager handles the recruiting to promote office growth, as well as the training to ensure the success of their sales associates. Management and Leadership: Leads all residential sales activities within a branch office. Promotes the Weichert One Stop services and products, including those relating to mortgage, insurance and title. Accountability for achieving branch office production and performance goals. Leads weekly sales meetings to help Sales Associates achieve goals. Partners with Gold Services Manager to increase Weichert Financial Services opportunities in the office. Oversees agent participation in the Weichert Lead Network program and at WLN monthly meetings. Oversees agent participation in the Weichert Rental Network program. Conducts weekly training and call sessions. Recruiting: Manages the recruiting process for both new and experienced Sales Associates. Reports progress to the Vice President on all recruiting and retention activities. Marketing: Maintains an active role in the execution of our significant local marketing/advertising. Oversees direct mail/Farming programs. Uses the Marketing Resource Center to customize key sales tools and brochures. Other: Implementing and managing various programs established by the company to achieve objectives. Demonstrates mastery of key sales tools within the office and trains Sales Associates on the use of the following tools, including but not limited to: Getting to Know You; Listing Presentation; Price Trend Analysis; Market Update; Buyer Consultation. Responsible for conditions and maintenance of the office grounds and supplies. Performs other duties as assigned. Requirements The ideal candidate will meet the following requirements: High school diploma or GED Associate's or Bachelor's degree preferred State real estate license required A real estate broker's license is a plus Valid driver's license with access to reliable transportation required Five (5) or more years as a successful real estate Sales Associate preferred Sales experience in the local market a plus Real estate sales management experience is a plus Knowledge of all state and federal rules and guidelines pertaining to real estate transactions Proven ability to motivate and lead a team Good mentoring skills An energetic, positive, and professional demeanor Excellent communication, leadership and organizational skills with the ability to efficiently organize and set priorities Excellent presentation skills; ability to present to a large and diverse audience, as well as to a small group Ability to interact with all levels of management and the general public Ability to identify, analyze and logically solve problems quickly Proficiency in Microsoft Office suite of products and knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) WEICHERT is an equal opportunity employer. We will only contact applicants being considered for a position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. WEICHERT welcomes applications from anyone eligible to work in the United States. If you need assistance during the application or hiring process to accommodate a disability, you may request a reasonable accommodation by contacting your WEICHERT contact. Each WEICHERT franchised office is independently owned and operated. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
03/03/2026
Full time
Weichert, Realtors is currently looking for an Assistant Sales Manager for our McLean, VA office. The Assistant Sales Manager is responsible for motivating and leading a team of real estate sales associates in their office. In addition, the Assistant Sales Manager handles the recruiting to promote office growth, as well as the training to ensure the success of their sales associates. Management and Leadership: Leads all residential sales activities within a branch office. Promotes the Weichert One Stop services and products, including those relating to mortgage, insurance and title. Accountability for achieving branch office production and performance goals. Leads weekly sales meetings to help Sales Associates achieve goals. Partners with Gold Services Manager to increase Weichert Financial Services opportunities in the office. Oversees agent participation in the Weichert Lead Network program and at WLN monthly meetings. Oversees agent participation in the Weichert Rental Network program. Conducts weekly training and call sessions. Recruiting: Manages the recruiting process for both new and experienced Sales Associates. Reports progress to the Vice President on all recruiting and retention activities. Marketing: Maintains an active role in the execution of our significant local marketing/advertising. Oversees direct mail/Farming programs. Uses the Marketing Resource Center to customize key sales tools and brochures. Other: Implementing and managing various programs established by the company to achieve objectives. Demonstrates mastery of key sales tools within the office and trains Sales Associates on the use of the following tools, including but not limited to: Getting to Know You; Listing Presentation; Price Trend Analysis; Market Update; Buyer Consultation. Responsible for conditions and maintenance of the office grounds and supplies. Performs other duties as assigned. Requirements The ideal candidate will meet the following requirements: High school diploma or GED Associate's or Bachelor's degree preferred State real estate license required A real estate broker's license is a plus Valid driver's license with access to reliable transportation required Five (5) or more years as a successful real estate Sales Associate preferred Sales experience in the local market a plus Real estate sales management experience is a plus Knowledge of all state and federal rules and guidelines pertaining to real estate transactions Proven ability to motivate and lead a team Good mentoring skills An energetic, positive, and professional demeanor Excellent communication, leadership and organizational skills with the ability to efficiently organize and set priorities Excellent presentation skills; ability to present to a large and diverse audience, as well as to a small group Ability to interact with all levels of management and the general public Ability to identify, analyze and logically solve problems quickly Proficiency in Microsoft Office suite of products and knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) WEICHERT is an equal opportunity employer. We will only contact applicants being considered for a position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. WEICHERT welcomes applications from anyone eligible to work in the United States. If you need assistance during the application or hiring process to accommodate a disability, you may request a reasonable accommodation by contacting your WEICHERT contact. Each WEICHERT franchised office is independently owned and operated. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
Weichert Commercial is looking to expand by adding entrepreneurial Sales Associates to join our team. The Commercial Real Estate Sales Associate is responsible for assisting customers in the sale and leasing of commercial properties, including warehouses, office space, and retail locations. We offer a competitive commission-based compensation package whether you are a seasoned commercial sales associate or are interested in getting your real estate license. A Strong Brand Weichert Commercial is a recognized leader in a highly competitive sector of the real estate industry with over 40 years of specialized experience. Our agents offer customers a very high level of expertise and customer satisfaction. We distribute many strong leads and referrals from our large base of agents, online presence and our well-known, trusted brand. Our Services As a full-service provider, Weichert Commercial has experienced agents offering service across all asset types, office, retail, industrial, medical and investments. Our comprehensive service platform is a great competitive advantage in the industry that will help you build a rewarding career. Earning Potential In this commission-based role, you are essentially owning your own company and we are your partner with all the necessary resources for success. While the job requires a full-time effort to find success, you will have the flexibility to set your own hours and the freedom to work in a way that best suits you. If you have an entrepreneurial spirit and the drive to succeed, your earning potential is truly unlimited. Training We are a leading service provider in this very competitive industry, so we understand that training and support are vital links to making money and forging a successful career. Our Commercial Real Estate Sales Training - CREST - was designed to provide continuous education, training, mentoring and support for our agents. All new sales associates are enouraged to participate and excel in this training program to help ensure the success of Weichert Commercial and, ultimately, your long-term success. Job Responsibilities Seeks opportunities to list properties for sale or lease. Facilitates transactions by acting as an intermediary in negotiations between buyers and sellers over property prices and settlement details, and during the closing of transactions. Learns the property inventory in your territory and fair market pricing. Works with businesses to help them define their space needs. Grows book of customer, leads and referrals. A real estate salesperson's license is required Some sales or business is preferred Excellent communication, leadership and organizational skills An energetic, positive, and professional demeanor An entrepreneurial, self-motivated, and results-driven mentality Ability to handle and prioritize multiple tasks Analytical, negotiation and problem-solving abilities WEICHERT is an equal opportunity employer. We will only contact applicants being considered for a position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Join Our Team If you're interested in being considered for one of the few openings complete the form below and you will receive a quick, online questionnaire to help determine the best next steps. These positions are commission-based opportunities to propel your sales career in this industry. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Your information will be kept strictly confidential. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
03/02/2026
Full time
Weichert Commercial is looking to expand by adding entrepreneurial Sales Associates to join our team. The Commercial Real Estate Sales Associate is responsible for assisting customers in the sale and leasing of commercial properties, including warehouses, office space, and retail locations. We offer a competitive commission-based compensation package whether you are a seasoned commercial sales associate or are interested in getting your real estate license. A Strong Brand Weichert Commercial is a recognized leader in a highly competitive sector of the real estate industry with over 40 years of specialized experience. Our agents offer customers a very high level of expertise and customer satisfaction. We distribute many strong leads and referrals from our large base of agents, online presence and our well-known, trusted brand. Our Services As a full-service provider, Weichert Commercial has experienced agents offering service across all asset types, office, retail, industrial, medical and investments. Our comprehensive service platform is a great competitive advantage in the industry that will help you build a rewarding career. Earning Potential In this commission-based role, you are essentially owning your own company and we are your partner with all the necessary resources for success. While the job requires a full-time effort to find success, you will have the flexibility to set your own hours and the freedom to work in a way that best suits you. If you have an entrepreneurial spirit and the drive to succeed, your earning potential is truly unlimited. Training We are a leading service provider in this very competitive industry, so we understand that training and support are vital links to making money and forging a successful career. Our Commercial Real Estate Sales Training - CREST - was designed to provide continuous education, training, mentoring and support for our agents. All new sales associates are enouraged to participate and excel in this training program to help ensure the success of Weichert Commercial and, ultimately, your long-term success. Job Responsibilities Seeks opportunities to list properties for sale or lease. Facilitates transactions by acting as an intermediary in negotiations between buyers and sellers over property prices and settlement details, and during the closing of transactions. Learns the property inventory in your territory and fair market pricing. Works with businesses to help them define their space needs. Grows book of customer, leads and referrals. A real estate salesperson's license is required Some sales or business is preferred Excellent communication, leadership and organizational skills An energetic, positive, and professional demeanor An entrepreneurial, self-motivated, and results-driven mentality Ability to handle and prioritize multiple tasks Analytical, negotiation and problem-solving abilities WEICHERT is an equal opportunity employer. We will only contact applicants being considered for a position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Join Our Team If you're interested in being considered for one of the few openings complete the form below and you will receive a quick, online questionnaire to help determine the best next steps. These positions are commission-based opportunities to propel your sales career in this industry. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Your information will be kept strictly confidential. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
Weichert Commercial is looking to expand by adding entrepreneurial Sales Associates to join our team. The Commercial Real Estate Sales Associate is responsible for assisting customers in the sale and leasing of commercial properties, including warehouses, office space, and retail locations. We offer a competitive commission-based compensation package whether you are a seasoned commercial sales associate or are interested in getting your real estate license. A Strong Brand Weichert Commercial is a recognized leader in a highly competitive sector of the real estate industry with over 40 years of specialized experience. Our agents offer customers a very high level of expertise and customer satisfaction. We distribute many strong leads and referrals from our large base of agents, online presence and our well-known, trusted brand. Our Services As a full-service provider, Weichert Commercial has experienced agents offering service across all asset types, office, retail, industrial, medical and investments. Our comprehensive service platform is a great competitive advantage in the industry that will help you build a rewarding career. Earning Potential In this commission-based role, you are essentially owning your own company and we are your partner with all the necessary resources for success. While the job requires a full-time effort to find success, you will have the flexibility to set your own hours and the freedom to work in a way that best suits you. If you have an entrepreneurial spirit and the drive to succeed, your earning potential is truly unlimited. Training We are a leading service provider in this very competitive industry, so we understand that training and support are vital links to making money and forging a successful career. Our Commercial Real Estate Sales Training - CREST - was designed to provide continuous education, training, mentoring and support for our agents. All new sales associates are enouraged to participate and excel in this training program to help ensure the success of Weichert Commercial and, ultimately, your long-term success. Job Responsibilities Seeks opportunities to list properties for sale or lease. Facilitates transactions by acting as an intermediary in negotiations between buyers and sellers over property prices and settlement details, and during the closing of transactions. Learns the property inventory in your territory and fair market pricing. Works with businesses to help them define their space needs. Grows book of customer, leads and referrals. A real estate salesperson's license is required Some sales or business is preferred Excellent communication, leadership and organizational skills An energetic, positive, and professional demeanor An entrepreneurial, self-motivated, and results-driven mentality Ability to handle and prioritize multiple tasks Analytical, negotiation and problem-solving abilities WEICHERT is an equal opportunity employer. We will only contact applicants being considered for a position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Join Our Team If you're interested in being considered for one of the few openings complete the form below and you will receive a quick, online questionnaire to help determine the best next steps. These positions are commission-based opportunities to propel your sales career in this industry. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Your information will be kept strictly confidential. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
03/02/2026
Full time
Weichert Commercial is looking to expand by adding entrepreneurial Sales Associates to join our team. The Commercial Real Estate Sales Associate is responsible for assisting customers in the sale and leasing of commercial properties, including warehouses, office space, and retail locations. We offer a competitive commission-based compensation package whether you are a seasoned commercial sales associate or are interested in getting your real estate license. A Strong Brand Weichert Commercial is a recognized leader in a highly competitive sector of the real estate industry with over 40 years of specialized experience. Our agents offer customers a very high level of expertise and customer satisfaction. We distribute many strong leads and referrals from our large base of agents, online presence and our well-known, trusted brand. Our Services As a full-service provider, Weichert Commercial has experienced agents offering service across all asset types, office, retail, industrial, medical and investments. Our comprehensive service platform is a great competitive advantage in the industry that will help you build a rewarding career. Earning Potential In this commission-based role, you are essentially owning your own company and we are your partner with all the necessary resources for success. While the job requires a full-time effort to find success, you will have the flexibility to set your own hours and the freedom to work in a way that best suits you. If you have an entrepreneurial spirit and the drive to succeed, your earning potential is truly unlimited. Training We are a leading service provider in this very competitive industry, so we understand that training and support are vital links to making money and forging a successful career. Our Commercial Real Estate Sales Training - CREST - was designed to provide continuous education, training, mentoring and support for our agents. All new sales associates are enouraged to participate and excel in this training program to help ensure the success of Weichert Commercial and, ultimately, your long-term success. Job Responsibilities Seeks opportunities to list properties for sale or lease. Facilitates transactions by acting as an intermediary in negotiations between buyers and sellers over property prices and settlement details, and during the closing of transactions. Learns the property inventory in your territory and fair market pricing. Works with businesses to help them define their space needs. Grows book of customer, leads and referrals. A real estate salesperson's license is required Some sales or business is preferred Excellent communication, leadership and organizational skills An energetic, positive, and professional demeanor An entrepreneurial, self-motivated, and results-driven mentality Ability to handle and prioritize multiple tasks Analytical, negotiation and problem-solving abilities WEICHERT is an equal opportunity employer. We will only contact applicants being considered for a position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Join Our Team If you're interested in being considered for one of the few openings complete the form below and you will receive a quick, online questionnaire to help determine the best next steps. These positions are commission-based opportunities to propel your sales career in this industry. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Your information will be kept strictly confidential. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
Tax Senior opportunity in Salem, OR This Jobot Job is hosted by: Jeffrey Skarvan Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $90,000 per year A bit about us: We're more than just a highly ranked CPA firm with a strong regional presence-we're a team that genuinely values our people. Our culture is built on the belief that when our employees thrive, so does our work. At our firm, you'll enjoy: A true work-life balance that supports your personal well-being and family life. A collaborative environment where your contributions are recognized and appreciated. The opportunity to make a real impact by delivering exceptional service to our local community and clients. If you're looking for a place where your career and life can grow together, we'd love to meet you. Why join us? Competitive Compensation! 401K w/matching! Best Benefits in the Industry! Accelerated Partner Track! Work/Home Balance! Continued Education! Positive Work Environment! Job Details Job Details: Are you an experienced tax professional with a passion for finance and accounting? Are you ready to take your career to the next level with a leading firm? We are currently seeking a Permanent Tax Senior, Hybrid for our dynamic public Accounting + Finance team. This role offers a unique blend of responsibilities that will allow you to leverage your expertise in bypass trusts and revocable trusts, while also providing the opportunity to gain experience in other areas of accounting and finance. As a Permanent Tax Senior, Hybrid, you will be a vital part of our team, with the potential to make significant contributions to our firm's success. Responsibilities: As a Permanent Tax Senior, your primary responsibilities will include: 1. Preparing and reviewing complex tax returns for individuals, corporations, and trusts and estates. 2. Conducting tax research and planning to optimize tax strategies for our clients. 3. Collaborating with our financial planning team to integrate tax planning strategies into our clients' overall financial plans. 4. Assisting with tax audits and resolving tax notices or disputes. 5. Providing guidance and mentorship to junior staff members. 6. Staying updated with the latest tax laws and regulations, and ensuring our firm's compliance with all relevant tax laws. 7. Developing strong relationships with clients and providing excellent customer service. Qualifications: The ideal candidate for the Permanent Tax Senior role will have the following qualifications: 1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA designation is a strong plus. 2. A minimum of 5 years of experience in tax preparation and planning, with a focus on trusts and estates. 3. Strong knowledge of corporate, pass-through entity, and individual taxation. 4. Excellent analytical and problem-solving skills, with the ability to handle complex tax issues. 5. Strong communication and interpersonal skills, with the ability to explain complex tax concepts to clients in a clear and understandable manner. 6. Proficiency in tax software and Microsoft Office Suite. 7. The ability to work independently, manage multiple tasks simultaneously, and meet tight deadlines. 8. A strong commitment to professional development and continuous learning. If you are a seasoned tax professional with a passion for helping clients navigate complex tax issues, we would love to hear from you. Join us and take the next step in your career with a leading firm in the Accounting + Finance industry! Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/01/2026
Full time
Tax Senior opportunity in Salem, OR This Jobot Job is hosted by: Jeffrey Skarvan Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $90,000 per year A bit about us: We're more than just a highly ranked CPA firm with a strong regional presence-we're a team that genuinely values our people. Our culture is built on the belief that when our employees thrive, so does our work. At our firm, you'll enjoy: A true work-life balance that supports your personal well-being and family life. A collaborative environment where your contributions are recognized and appreciated. The opportunity to make a real impact by delivering exceptional service to our local community and clients. If you're looking for a place where your career and life can grow together, we'd love to meet you. Why join us? Competitive Compensation! 401K w/matching! Best Benefits in the Industry! Accelerated Partner Track! Work/Home Balance! Continued Education! Positive Work Environment! Job Details Job Details: Are you an experienced tax professional with a passion for finance and accounting? Are you ready to take your career to the next level with a leading firm? We are currently seeking a Permanent Tax Senior, Hybrid for our dynamic public Accounting + Finance team. This role offers a unique blend of responsibilities that will allow you to leverage your expertise in bypass trusts and revocable trusts, while also providing the opportunity to gain experience in other areas of accounting and finance. As a Permanent Tax Senior, Hybrid, you will be a vital part of our team, with the potential to make significant contributions to our firm's success. Responsibilities: As a Permanent Tax Senior, your primary responsibilities will include: 1. Preparing and reviewing complex tax returns for individuals, corporations, and trusts and estates. 2. Conducting tax research and planning to optimize tax strategies for our clients. 3. Collaborating with our financial planning team to integrate tax planning strategies into our clients' overall financial plans. 4. Assisting with tax audits and resolving tax notices or disputes. 5. Providing guidance and mentorship to junior staff members. 6. Staying updated with the latest tax laws and regulations, and ensuring our firm's compliance with all relevant tax laws. 7. Developing strong relationships with clients and providing excellent customer service. Qualifications: The ideal candidate for the Permanent Tax Senior role will have the following qualifications: 1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA designation is a strong plus. 2. A minimum of 5 years of experience in tax preparation and planning, with a focus on trusts and estates. 3. Strong knowledge of corporate, pass-through entity, and individual taxation. 4. Excellent analytical and problem-solving skills, with the ability to handle complex tax issues. 5. Strong communication and interpersonal skills, with the ability to explain complex tax concepts to clients in a clear and understandable manner. 6. Proficiency in tax software and Microsoft Office Suite. 7. The ability to work independently, manage multiple tasks simultaneously, and meet tight deadlines. 8. A strong commitment to professional development and continuous learning. If you are a seasoned tax professional with a passion for helping clients navigate complex tax issues, we would love to hear from you. Join us and take the next step in your career with a leading firm in the Accounting + Finance industry! Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Weichert, Realtors is currently looking for a Sales Manager for our Rumson, NJ office. The Sales Manager is responsible for motivating and leading a team of real estate sales associates in their office. In addition, the Sales Manager handles the recruiting to promote office growth, as well as the training to ensure the success of their sales associates. Management and Leadership: Leads all residential sales activities within a branch office. Promotes the Weichert One Stop services and products, including those relating to mortgage, insurance and title. Accountability for achieving branch office production and performance goals. Leads weekly sales meetings to help Sales Associates achieve goals. Partners with Gold Services Manager to increase Weichert Financial Services opportunities in the office. Oversees agent participation in the Weichert Lead Network program and at WLN monthly meetings. Oversees agent participation in the Weichert Rental Network program. Conducts weekly training and call sessions. Recruiting: Manages the recruiting process for both new and experienced Sales Associates. Reports progress to the Vice President on all recruiting and retention activities. Marketing: Maintains an active role in the execution of our significant local marketing/advertising. Oversees direct mail/Farming programs. Uses the Marketing Resource Center to customize key sales tools and brochures. Other: Implementing and managing various programs established by the company to achieve objectives. Demonstrates mastery of key sales tools within the office and trains Sales Associates on the use of the following tools, including but not limited to: Getting to Know You; Listing Presentation; Price Trend Analysis; Market Update; Buyer Consultation. Responsible for conditions and maintenance of the office grounds and supplies. Performs other duties as assigned. Requirements The ideal candidate will meet the following requirements: High school diploma or GED Associate's or Bachelor's degree preferred State real estate license required A real estate broker's license is a plus Valid driver's license with access to reliable transportation required Five (5) or more years as a successful real estate Sales Associate preferred Sales experience in the local market a plus Real estate sales management experience is a plus Knowledge of all state and federal rules and guidelines pertaining to real estate transactions Proven ability to motivate and lead a team Good mentoring skills An energetic, positive, and professional demeanor Excellent communication, leadership and organizational skills with the ability to efficiently organize and set priorities Excellent presentation skills; ability to present to a large and diverse audience, as well as to a small group Ability to interact with all levels of management and the general public Ability to identify, analyze and logically solve problems quickly Proficiency in Microsoft Office suite of products and knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) WEICHERT is an equal opportunity employer. We will only contact applicants being considered for a position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. WEICHERT welcomes applications from anyone eligible to work in the United States. If you need assistance during the application or hiring process to accommodate a disability, you may request a reasonable accommodation by contacting your WEICHERT contact. Each WEICHERT franchised office is independently owned and operated. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
03/01/2026
Full time
Weichert, Realtors is currently looking for a Sales Manager for our Rumson, NJ office. The Sales Manager is responsible for motivating and leading a team of real estate sales associates in their office. In addition, the Sales Manager handles the recruiting to promote office growth, as well as the training to ensure the success of their sales associates. Management and Leadership: Leads all residential sales activities within a branch office. Promotes the Weichert One Stop services and products, including those relating to mortgage, insurance and title. Accountability for achieving branch office production and performance goals. Leads weekly sales meetings to help Sales Associates achieve goals. Partners with Gold Services Manager to increase Weichert Financial Services opportunities in the office. Oversees agent participation in the Weichert Lead Network program and at WLN monthly meetings. Oversees agent participation in the Weichert Rental Network program. Conducts weekly training and call sessions. Recruiting: Manages the recruiting process for both new and experienced Sales Associates. Reports progress to the Vice President on all recruiting and retention activities. Marketing: Maintains an active role in the execution of our significant local marketing/advertising. Oversees direct mail/Farming programs. Uses the Marketing Resource Center to customize key sales tools and brochures. Other: Implementing and managing various programs established by the company to achieve objectives. Demonstrates mastery of key sales tools within the office and trains Sales Associates on the use of the following tools, including but not limited to: Getting to Know You; Listing Presentation; Price Trend Analysis; Market Update; Buyer Consultation. Responsible for conditions and maintenance of the office grounds and supplies. Performs other duties as assigned. Requirements The ideal candidate will meet the following requirements: High school diploma or GED Associate's or Bachelor's degree preferred State real estate license required A real estate broker's license is a plus Valid driver's license with access to reliable transportation required Five (5) or more years as a successful real estate Sales Associate preferred Sales experience in the local market a plus Real estate sales management experience is a plus Knowledge of all state and federal rules and guidelines pertaining to real estate transactions Proven ability to motivate and lead a team Good mentoring skills An energetic, positive, and professional demeanor Excellent communication, leadership and organizational skills with the ability to efficiently organize and set priorities Excellent presentation skills; ability to present to a large and diverse audience, as well as to a small group Ability to interact with all levels of management and the general public Ability to identify, analyze and logically solve problems quickly Proficiency in Microsoft Office suite of products and knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.) WEICHERT is an equal opportunity employer. We will only contact applicants being considered for a position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. WEICHERT welcomes applications from anyone eligible to work in the United States. If you need assistance during the application or hiring process to accommodate a disability, you may request a reasonable accommodation by contacting your WEICHERT contact. Each WEICHERT franchised office is independently owned and operated. By applying to this job you are authorizing Weichert or affiliated employees to email and text you.
Property Manager Needed - $80k-$110k - Retail Shopping Centers - Urgent Hire! This Jobot Job is hosted by: Steven Zacharias Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $110,000 per year A bit about us: We are one of the leading commercial real estate companies in the DMV area that just acquired two more properties and are actively looking for an Assistant Property Manager! If interested, apply directly or email me at ! Why join us? $90,000-$110,000 base salary Discretionary bonus of up to 5% pro-rated to start date Cell phone reimbursement of $95.00 per month (paid semi-monthly) Auto Allowance (amount to be determined after a 90 day analysis. In the interim, you'll submit an expense reimbursement for mileage). 80 hours of vacation and 40 hours of sick Health, Dental, Vision 401k with company match Job Details Responds to tenant needs, ensuring that administrative and building technical staff resolve problems promptly. Ensures that services are provided in compliance with policies, procedures, regulations and contractual obligations and standards. Ensures periodic regular property inspections. Recommends and/or approves alterations, maintenance and reconditioning as necessary. Contracts for and supervises vendor services as required. Supports the Brokerage department with marketing and leasing of the property, showing space to prospective tenants. Coordinates tenant move-ins and move-outs, and space inspections with tenants and Development/Construction department. Acts as primary contact with property owners to ensure that objectives are being met. Prepares and delivers timely, accurate and complete reports. Develops and controls annual budgets for operating and capital expenses. Forecasts management plans and prepares monthly performance reports, explaining variances. Supports the Lease Administration department in the collection of rent in compliance with lease terms, preparation of all required legal notices, and recommendations and coordination of legal action as necessary. Overview: Supports the Lease Administration department with the review and reconciliation of tenant rent and recovery charges. Supports the Lease Administration and Brokerage departments with negotiation of early terminations of leases. Provides lease analysis for client's review and approval, as needed. Documents settlement of and notifies affected parties, as needed. Supports all property sales by overseeing due diligence process and monitoring the activity of outside brokers. Develops business relationships through membership and participation in professional, industry/trade and civic organizations. Performs other duties as assigned. Scope of Responsibilities: Provides formal supervision to individual employees within single functional or operational area. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values. Qualifications: Bachelor's degree (BA/BS) from four-year college or university and 2+ years of related experience and/or training. Real estate license is preferred. CPM or RPA professional designation or candidacy preferred. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/01/2026
Full time
Property Manager Needed - $80k-$110k - Retail Shopping Centers - Urgent Hire! This Jobot Job is hosted by: Steven Zacharias Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $110,000 per year A bit about us: We are one of the leading commercial real estate companies in the DMV area that just acquired two more properties and are actively looking for an Assistant Property Manager! If interested, apply directly or email me at ! Why join us? $90,000-$110,000 base salary Discretionary bonus of up to 5% pro-rated to start date Cell phone reimbursement of $95.00 per month (paid semi-monthly) Auto Allowance (amount to be determined after a 90 day analysis. In the interim, you'll submit an expense reimbursement for mileage). 80 hours of vacation and 40 hours of sick Health, Dental, Vision 401k with company match Job Details Responds to tenant needs, ensuring that administrative and building technical staff resolve problems promptly. Ensures that services are provided in compliance with policies, procedures, regulations and contractual obligations and standards. Ensures periodic regular property inspections. Recommends and/or approves alterations, maintenance and reconditioning as necessary. Contracts for and supervises vendor services as required. Supports the Brokerage department with marketing and leasing of the property, showing space to prospective tenants. Coordinates tenant move-ins and move-outs, and space inspections with tenants and Development/Construction department. Acts as primary contact with property owners to ensure that objectives are being met. Prepares and delivers timely, accurate and complete reports. Develops and controls annual budgets for operating and capital expenses. Forecasts management plans and prepares monthly performance reports, explaining variances. Supports the Lease Administration department in the collection of rent in compliance with lease terms, preparation of all required legal notices, and recommendations and coordination of legal action as necessary. Overview: Supports the Lease Administration department with the review and reconciliation of tenant rent and recovery charges. Supports the Lease Administration and Brokerage departments with negotiation of early terminations of leases. Provides lease analysis for client's review and approval, as needed. Documents settlement of and notifies affected parties, as needed. Supports all property sales by overseeing due diligence process and monitoring the activity of outside brokers. Develops business relationships through membership and participation in professional, industry/trade and civic organizations. Performs other duties as assigned. Scope of Responsibilities: Provides formal supervision to individual employees within single functional or operational area. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values. Qualifications: Bachelor's degree (BA/BS) from four-year college or university and 2+ years of related experience and/or training. Real estate license is preferred. CPM or RPA professional designation or candidacy preferred. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Our client in the Charlotte are ais looking to hire a Customer Success Associate! Hybrid with 2 days work from home This Jobot Job is hosted by: Nick Frei Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $70,000 - $80,000 per year A bit about us: We are seeking an experienced and motivated Permanent Customer Success Associate to join our dynamic team in the Accounting + Finance industry. This is a unique opportunity to expand your skills in a growing fintech company, where you will help us drive customer satisfaction, retention, and growth. The ideal candidate will have a strong background in software, fintech, finance, solutions, and roadmap. You will be responsible for ensuring our clients are successful in their financial management, using our cutting-edge technology solutions. This role requires a minimum of 5+ years of experience in a similar role. Why join us? 401k match profit sharing hybrid working from home and in office model small team with room for growth and opporunities Job Details Responsibilities: 1. Manage and cultivate client relationships to ensure customer satisfaction and loyalty. 2. Understand customer needs and objectives and ensure they are met using our software solutions. 3. Develop and execute customer success plans to drive adoption, reduce churn, and increase customer satisfaction. 4. Collaborate with our sales and product teams to ensure a seamless customer experience. 5. Provide feedback to the product team to help drive product roadmap based on customer needs and market trends. 6. Conduct regular business reviews to demonstrate value and identify opportunities for growth. 7. Use data and analytics to monitor customer health and proactively identify issues. 8. Provide training and support to customers to help them get the most out of our solutions. 9. Act as a customer advocate, escalating issues as necessary and ensuring they are resolved to the customer's satisfaction. Qualifications: 1. Minimum of 2+ years of experience in customer success, account management, or similar role in the software, fintech, or finance industry. 2. Proven track record of managing and growing customer relationships. 3. Strong understanding of financial management and accounting principles. 4. Experience with software solutions and the ability to quickly learn new technologies. 5. Exceptional problem-solving skills and the ability to think on your feet. 6. Outstanding communication and interpersonal skills, with the ability to build relationships at all levels of an organization. 7. Strong analytical skills, with the ability to use data to make informed decisions. 8. Experience in driving product roadmap based on customer feedback and market trends. 9. Ability to work in a fast-paced, dynamic environment and manage multiple priorities. 10. A customer-centric mindset, with a passion for helping customers succeed. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/01/2026
Full time
Our client in the Charlotte are ais looking to hire a Customer Success Associate! Hybrid with 2 days work from home This Jobot Job is hosted by: Nick Frei Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $70,000 - $80,000 per year A bit about us: We are seeking an experienced and motivated Permanent Customer Success Associate to join our dynamic team in the Accounting + Finance industry. This is a unique opportunity to expand your skills in a growing fintech company, where you will help us drive customer satisfaction, retention, and growth. The ideal candidate will have a strong background in software, fintech, finance, solutions, and roadmap. You will be responsible for ensuring our clients are successful in their financial management, using our cutting-edge technology solutions. This role requires a minimum of 5+ years of experience in a similar role. Why join us? 401k match profit sharing hybrid working from home and in office model small team with room for growth and opporunities Job Details Responsibilities: 1. Manage and cultivate client relationships to ensure customer satisfaction and loyalty. 2. Understand customer needs and objectives and ensure they are met using our software solutions. 3. Develop and execute customer success plans to drive adoption, reduce churn, and increase customer satisfaction. 4. Collaborate with our sales and product teams to ensure a seamless customer experience. 5. Provide feedback to the product team to help drive product roadmap based on customer needs and market trends. 6. Conduct regular business reviews to demonstrate value and identify opportunities for growth. 7. Use data and analytics to monitor customer health and proactively identify issues. 8. Provide training and support to customers to help them get the most out of our solutions. 9. Act as a customer advocate, escalating issues as necessary and ensuring they are resolved to the customer's satisfaction. Qualifications: 1. Minimum of 2+ years of experience in customer success, account management, or similar role in the software, fintech, or finance industry. 2. Proven track record of managing and growing customer relationships. 3. Strong understanding of financial management and accounting principles. 4. Experience with software solutions and the ability to quickly learn new technologies. 5. Exceptional problem-solving skills and the ability to think on your feet. 6. Outstanding communication and interpersonal skills, with the ability to build relationships at all levels of an organization. 7. Strong analytical skills, with the ability to use data to make informed decisions. 8. Experience in driving product roadmap based on customer feedback and market trends. 9. Ability to work in a fast-paced, dynamic environment and manage multiple priorities. 10. A customer-centric mindset, with a passion for helping customers succeed. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Our client is looking for a Senior Level Real Estate Attorney who has extensive experience in commercial leasing on both landlord and tenant side. Retail leasing experience is preferred! This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $250,000 - $450,000 per year A bit about us: Our client is looking for a Senior Level Real Estate Attorney who has extensive experience in commercial leasing on both landlord and tenant side. Retail leasing experience is preferred! Why join us? Message me for details Job Details Job Details: Our prestigious law firm is actively seeking a seasoned Real Estate Leasing Attorney to join our dynamic team. The successful candidate will be an integral part of our legal team, providing expert advice and handling all legal matters related to commercial real estate leasing. This is an excellent opportunity for an experienced attorney who thrives in a fast-paced environment and is passionate about the real estate industry. This role requires a minimum of 5 years of experience in a similar role. Responsibilities: 1. Negotiate, draft, review, and revise various types of leasing agreements, including commercial, retail, and industrial leases. 2. Provide legal advice and guidance on all matters related to real estate leasing. 3. Collaborate with clients to understand their business objectives and provide legal solutions that meet their needs. 4. Conduct due diligence on prospective properties and tenants. 5. Represent clients in disputes related to real estate leasing. 6. Keep abreast of the latest developments in real estate law and leasing practices. 7. Collaborate with other attorneys in the firm on complex transactions and legal matters. 8. Provide training and mentorship to junior attorneys in the firm. Qualifications: 1. Juris Doctorate degree from an accredited law school. 2. Licensed to practice law in the state. 3. A minimum of 5 years of experience as a real estate attorney with a focus on leasing. 4. Proficient in transactional, commercial real estate, real estate leasing, and drafting. 5. Excellent negotiation and communication skills. 6. Strong analytical and problem-solving skills. 7. Ability to manage multiple tasks and meet strict deadlines. 8. High level of professionalism and confidentiality. 9. Familiarity with real estate software and technology is a plus. 10. Excellent interpersonal skills and ability to work effectively in a team environment. 11. Demonstrated ability to provide high-quality legal advice and representation to clients. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/01/2026
Full time
Our client is looking for a Senior Level Real Estate Attorney who has extensive experience in commercial leasing on both landlord and tenant side. Retail leasing experience is preferred! This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $250,000 - $450,000 per year A bit about us: Our client is looking for a Senior Level Real Estate Attorney who has extensive experience in commercial leasing on both landlord and tenant side. Retail leasing experience is preferred! Why join us? Message me for details Job Details Job Details: Our prestigious law firm is actively seeking a seasoned Real Estate Leasing Attorney to join our dynamic team. The successful candidate will be an integral part of our legal team, providing expert advice and handling all legal matters related to commercial real estate leasing. This is an excellent opportunity for an experienced attorney who thrives in a fast-paced environment and is passionate about the real estate industry. This role requires a minimum of 5 years of experience in a similar role. Responsibilities: 1. Negotiate, draft, review, and revise various types of leasing agreements, including commercial, retail, and industrial leases. 2. Provide legal advice and guidance on all matters related to real estate leasing. 3. Collaborate with clients to understand their business objectives and provide legal solutions that meet their needs. 4. Conduct due diligence on prospective properties and tenants. 5. Represent clients in disputes related to real estate leasing. 6. Keep abreast of the latest developments in real estate law and leasing practices. 7. Collaborate with other attorneys in the firm on complex transactions and legal matters. 8. Provide training and mentorship to junior attorneys in the firm. Qualifications: 1. Juris Doctorate degree from an accredited law school. 2. Licensed to practice law in the state. 3. A minimum of 5 years of experience as a real estate attorney with a focus on leasing. 4. Proficient in transactional, commercial real estate, real estate leasing, and drafting. 5. Excellent negotiation and communication skills. 6. Strong analytical and problem-solving skills. 7. Ability to manage multiple tasks and meet strict deadlines. 8. High level of professionalism and confidentiality. 9. Familiarity with real estate software and technology is a plus. 10. Excellent interpersonal skills and ability to work effectively in a team environment. 11. Demonstrated ability to provide high-quality legal advice and representation to clients. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
