Job description
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
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
Who can apply
The source lists worldwide eligibility. Accepted UTC offsets: UTC-11, UTC-10, UTC-9.5, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC-4, UTC-3.5, UTC-3, UTC-2, UTC-1, UTC+0, UTC+1, UTC+2, UTC+3, UTC+3.5, UTC+4, UTC+4.5, UTC+5, UTC+5.5, UTC+5.75, UTC+6, UTC+6.5, UTC+7, UTC+8, UTC+8.75, UTC+9, UTC+9.5, UTC+10, UTC+10.5, UTC+11, UTC+12, UTC+12.75, UTC+13, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.