Drive business growth through lead calling, CRM management, event planning, social media, and admin support. Strong communication and organizational skills required.
Job Duties
Calling Leads (Incoming and Outgoing Calls)
CB will call leads provided by LO. CB will have a basic understanding of mortgage related terms. They will set up appointments with the lead and the LO. Leads will include:
Sphere of Influence
Purchased Leads (make sure there is a software to make sure all the leads are no longer in the National DNC)
Typically, these are leads that already showed interest or did activities that require Mortgage assistance
Internet Leads: LendingTree, Zillow, Bold Leads, Realtor.com
Leads from Real Estate Agent
They should be able to dial 20 per hour without a dialer and dial 50 per hour with a dialer
Updating CRM
CB will update CRM with the information pertaining to the lead call
This should take under 1 min per lead
Creating New Leads through
Customer Relationship Management (CRM)
CB will be responsible for all set up and management of each lead in the CRM. To Include:
Setting up leads from scratch
Making sure client information is complete, correct, and up to date
Maintaining status
Ensure proper tagging
CB to follow up with leads in the CRM per their scheduled task.
This will be a daily task
Event Planning
CB to organize events by calling, sms and email attendees, schedule and plan out any lead generating events then make sure they are plotted in the calendars.
Also confirm the client’s attendance.
Sending invites and fliers (Important for the client to already have fliers, brochures and other design templates)
Events typically happen a couple times a year.
Social Media Management
Post materials provided by the client on social media sites on behalf of the client.
Monitor social media sites for potential loans from friends or family having life events (marriage, new baby, retiring, etc)
