Dialer & Marketing Specialist

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