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