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Account Executive
4 months ago
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.