Dialer & Marketing Specialist

Sobre a oportunidade

Dialer & Marketing Specialist handles outreach, CRM updates, recruiting calls, post-closing surveys, and creates weekly marketing flyers for listings.

Key Responsibilities

1. Realtor & Loan Officer Outreach

Call the Realtor list to schedule weekly appointments with producing Realtors and Loan Officers.

Use the provided calling script during all outreach.

Verify Realtors have at least 4 buy-sides in the last 12 months.

Send confirmation emails to Agents and Loan Officers after appointments are set.

Build out appointment lists for 3 Loan Originators.

2. Data Entry & CRM Management

Use the CCM Realtor Lookup Tool to add Realtor contact information:

Name

Phone

Email

Add current production data with dates in the comments section.

Build and maintain the Recruiting List.

3. Recruiting Outreach

Focus initial recruiting efforts on Florida counties:

Alachua

Levy

Gilchrist

Columbia

Suwannee

Union

Marion

Volusia

Call potential recruits and schedule 7–15 Teams calls per week (7–15 minute conversations).

4. Post-Closing Survey Calls

Perform follow-up surveys twice per month:

1st–15th

16th–31st

Call the following parties for each closed loan:

Listing Agent

Buyer’s Agent

Borrower

During calls:

Ask customer-satisfaction questions.

Request they complete an online review.

Follow up on referral opportunities.

5. Marketing Support Tasks

Create weekly marketing flyers as directed by the branch.

Build marketing flyers in RAC.

Co-market flyers for homes as directed by the branch.

Expect the listing list at the close of business each week.

Eventually, take initiative to identify listings needing flyers without needing direction.

Skills, Knowledge and Expertise

Strong communication and phone skills for consistent outbound calling.

Ability to follow scripts and handle scheduling conversations professionally.

CRM and data-entry proficiency; accuracy in updating contact info and production details.

Familiarity with Realtor/loan officer terminology, production metrics, and outreach processes.

Experience with tools like CCM Realtor Lookup and RAC (or ability to learn quickly).

Organizational skills to manage lists, schedules, and follow-ups for multiple loan originators.

Time management to meet weekly call and appointment quotas.

Customer service skills for post-closing survey calls and review requests.

Basic marketing design skills to create flyers and co-marketing materials.

Initiative and attention to detail to identify listings needing marketing support without prompting.

Benefits

Above market salary

HMO on Day 1 for principal and two dependents

Government-mandated benefits

Performance-based Incentives

Quarterly Company Events

1,000 PHP De Minimis

Equipment and software provided

Originally posted on Himalayas