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Relocation Finance Jobs in Washington (NOW HIRING)

The Finance Manager is responsible for the effective use of resources in meeting the requirements of providing quality maintenance, logistics, and relocation services. A successful candidate will be ...

The Finance Manager is responsible for the effective use of resources in meeting the requirements of providing quality maintenance, logistics, and relocation services. A successful candidate will be ...

Financial Manager

Washington, DC · On-site +1

$143K - $187K/yr

The incumbent serves as the technical expert on financial matters and must be knowledgeable about ... Relocation expenses will not be authorized for the person(s) selected under this vacancy ...

If you're not currently based in one of these areas but love what you see, let's discuss relocation as part of your journey to joining us. What you'll do with us * Partner with the VP of Finance to ...

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Relocation Finance information

What are the key skills and qualifications needed to thrive as a Relocation Finance specialist, and why are they important?

To thrive as a Relocation Finance specialist, you need a strong background in finance, accounting, and relocation policies, typically supported by a relevant degree or certification such as CPA or CRP (Certified Relocation Professional). Familiarity with financial software, expense management systems, and global payroll tools is essential for managing complex transactions. Excellent attention to detail, analytical thinking, and strong communication skills help build trust with relocating employees and coordinate smoothly with stakeholders. These skills ensure accurate financial processing, compliance, and a positive relocation experience for both the company and its employees.

What are some common challenges faced by professionals in Relocation Finance, and how can they be navigated successfully?

Professionals in Relocation Finance often encounter challenges such as managing complex budgets across different currencies, ensuring compliance with varying tax laws, and coordinating payments between multiple stakeholders. To navigate these successfully, it’s essential to maintain strong attention to detail, keep up-to-date with global financial regulations, and communicate clearly with HR, employees, and vendors. Leveraging specialized relocation management software can also streamline processes and reduce the risk of errors, making collaboration and tracking much more efficient.

What is relocation finance?

Relocation finance refers to the financial services and support provided to individuals or employees to help cover the costs associated with moving to a new location for work or personal reasons. This can include expenses such as transportation, temporary accommodation, moving services, and settling-in allowances. Companies often offer relocation finance as part of their employee benefits package to attract and retain talent, ensuring a smooth and less stressful transition for the employee. The specifics of relocation finance packages can vary depending on the employer, the distance of the move, and the employee’s role. Understanding the terms and eligibility requirements is important before making a move.

What is the difference between Relocation Finance vs Relocation Accounting?

AspectRelocation FinanceRelocation Accounting
Primary FocusManaging financial aspects of employee relocations, budgeting, and cost analysisHandling financial record-keeping, expense tracking, and compliance related to relocations
Required CredentialsFinance or accounting background, possibly with certifications like CPA or CFAAccounting credentials, such as CPA, with strong financial reporting skills
Work EnvironmentCorporate HR or finance departments, often in large organizationsFinance or accounting departments within companies or relocation service providers

Relocation Finance primarily focuses on managing and analyzing the financial aspects of employee relocations, including budgeting and cost control. In contrast, Relocation Accounting emphasizes maintaining accurate financial records and ensuring compliance. Both roles require strong financial credentials and are integral to corporate relocation processes, but they differ in their core responsibilities and daily tasks.

Real Estate Relocation Counselor

Real Estate Relocation Counselor

PenFed Credit Union

Alexandria, VA

$17.74 - $41.21/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago


PenFed Credit Union rating

7.6

Company rating: 7.6 out of 10

Based on 14 frontline employees who took The Breakroom Quiz


Job description

Overview

Berkshire Hathaway HomeServices PenFed Realty (PenFed Realty), a wholly owned subsidiary of PenFed Credit Union (PenFed), is hiring a (Remote) Real Estate Relocation Counselor.  The primary purpose of this job is to be responsible for facilitating the overall relocation process with relocating clients who are homeowners in their origin location. This position will provide transferee case management, customer satisfaction and service delivery, supplier coordination, and revenue  generation, while supporting BHHS PenFed Realty initiatives for cross selling business.


Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential  functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

  • Act as the Berkshire Hathaway HomeServices PenFed Realty main point of contact for administering the various phases of the relocation process for transferees.

  • Oversee the delivery of relocation services to transferees and their families using BHHS’s best practices and service standards to ensure a high quality service delivery experience.

  • Conduct a thorough needs assessment at the onset of the transfer process to establish the transferee’s specific requirements and address any custom needs.

  • Work with the transferee and/or family to ensure all needs are understood and met, and adjusts services and counseling to changing needs and conditions throughout the move process.

  • Seek opportunities to assist customer in the analysis of purchase versus rent and closely manages and monitors the home finding process, ensuring the Company maximizes its referral fee income and collection.

  • Responsible for the timely and accurate input of related data and the management of all opportunities through completion.

  • Elevate exception requests and challenging situations to the Business Development/Relocation management, and/or client contacts regarding appropriate courses of action when outside of their own scope of authority.

  • Responsible for the accurate and timely documenting of conversations, exceptions, and correspondence in the relocation system. Maintain file documentation and ensures data integrity.  Adhere to BHHS PenFed Realty’s privacy and policies standards at all times.

  • Assist with maintaining compliance with all applicable federal, state and local laws, regulations and ordinances by abiding by PenFed Realty’s compliance program and all policies, procedures, rules and regulations.

  • Track, monitor, follow-up with potential leads, answer all questions and provide all documentation requested, update designated relocation databases.


Qualifications

Equivalent combination of education and experience is considered.

  • Bachelor’s Degree in a related field.
  • Minimum of three (3) years of experience in customer service, real estate, and relocation services is required.
  • Direct client interaction and advisory experience required
  • Proficient in Microsoft Office suite.
  • Exceptional oral and written communications required.
  • Experience with A.I. tools preferred.

Supervisory Responsibility
This position will not supervise employees.

Licenses and Certifications

  • Licensure as a Real Estate Agent with appropriate real estate board is preferred but not required.
  • CRP, SRES, GMS, gCertified preferred but not required.

Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel
Limited travel to various worksites may be required.

Pay Transparency 
The anticipated starting hourly range for this role is $17.74 - $41.21
This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval.
This position is eligible for an individual performance based annual bonus.


About Us

Berkshire Hathaway PenFed Realty, LLC is a  full-service real estate brokerage firm with over 60 offices and 1,700 world-class sales professionals, offering complete service coverage in Virginia, Maryland, District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas markets.  Founded in 2006, we are a wholly owned subsidiary of one of the country’s largest and most financially stable credit unions, PenFed. We are also one of the largest franchisees within the Berkshire Hathaway Home Services network. The Berkshire Hathaway HomeServices network stands among only a few organizations entrusted to use the storied Berkshire Hathaway name, a name representing strength, integrity, trust and universal respect.  PenFed’s products, pricing, and financial stability coupled with the Berkshire Hathaway brand creates a powerful combination for growth within the residential real estate arena.  With growth of over 900% in the past 5 years, PenFed Realty is recognized as one of the fastest growing real estate brokerage firms in the country.
Our mission is to recruit, retain, and support the most knowledgeable real estate agents in the industry so that we may ensure a smooth and hassle free home buying experience.  We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match and more.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at careers@penfed.org.

Qualifications:

Equivalent combination of education and experience is considered.

  • Bachelor’s Degree in a related field.
  • Minimum of three (3) years of experience in customer service, real estate, and relocation services is required.
  • Direct client interaction and advisory experience required
  • Proficient in Microsoft Office suite.
  • Exceptional oral and written communications required.
  • Experience with A.I. tools preferred.

Supervisory Responsibility
This position will not supervise employees.

Licenses and Certifications

  • Licensure as a Real Estate Agent with appropriate real estate board is preferred but not required.
  • CRP, SRES, GMS, gCertified preferred but not required.

Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel
Limited travel to various worksites may be required.

Pay Transparency 
The anticipated starting hourly range for this role is $17.74 - $41.21
This position is eligible for an organizational performance based annual bonus, subject to board discretion and approval.
This position is eligible for an individual performance based annual bonus.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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