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Dialer & Marketing Specialist at NightOwl Consulting · web2uaApply on the original site
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Dialer & Marketing Specialist handles outreach, CRM updates, recruiting calls, post-closing surveys, and creates weekly marketing flyers for listings.
Key Responsibilities
- 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 .Data Entry & CRM ManagementUse the CCM Realtor Lookup Tool to add Realtor contact information:NamePhoneEmailAdd current production data with dates in the comments section.Build and maintain the Recruiting List .Recruiting OutreachFocus 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).
- Post-Closing Survey Calls
Perform follow-up surveys twice per month :
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 .
- 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