Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST.

Key Responsibilities:

- Client Engagement: Get on calls with potential real estate investors, answer their objections, and persuade them to commit to a loan.

- Follow-Up Communication: Conduct follow-ups through texting and emailing to nurture leads and maintain engagement.

- Lead Management: Follow up with leads after initial calls to ensure continued interest and progress in the loan process.

- CRM Management: Update and maintain accurate records in the CRM system, tracking all interactions and statuses.

- Prospecting (Nice to Have): Source and prospect new leads to expand the potential client base.

What Success Looks Like:

- Client Conversion: Successfully convert potential real estate investors into committed loan clients.

- Effective Follow-Up: Maintain consistent and effective follow-up communication, resulting in high lead retention and conversion rates.

- Accurate CRM Records: Keep the CRM system updated with detailed and accurate information, ensuring seamless client management.

Required Skills and Qualifications:

- Experience: Background in real estate or finance is highly advantageous.

- Communication Skills: Fluent, professional, and well-spoken with an authoritative presence.

- Professionalism: Presentable with a professional setting and background for client interactions.

- Tech Savvy: Proficient in using CRM systems and digital communication tools.

- Organizational Skills: Strong organizational skills to manage follow-ups and maintain detailed records.