Account Executive at Project Growth

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.