Client Acquisition Specialist

Responsibilities

• Solicit and cultivate new and existing clients on Kind.Drive sales strategies and disciplines to maximize production opportunity and retention of partners within designated territory.
• Manage the weekly suspended client report, outbound calls, follow-ups, inactive marketing campaigns, CRM management, introduce new clients to the KWIKIE portal, prepare warm handoffs to outside AE, and ensure clients are “ready to do business.”
• Maintain acceptable performance metrics as determined by Kind Lending, focusing on account activity, wallet share, and market-share metrics.
• Use prescribed CRM metrics to improve outbound sales actions to produce expected results; gather data and update CRM systems accordingly.
• Have fluency of industry knowledge and enhance expertise through training, industry publications, and lending bulletins.
• Be a subject matter expert on Kind Lending policies, procedures, products, and technology.
• Propose and present our process, product, and technology platforms.
• Provide excellent service through disciplined follow-up and guidance to our Broker Partners.
• Coverage for vacant territory(s) on a temporary basis when backfilling a sales team member.

Qualifications

• Basic mortgage knowledge of FNMA/FHLMC and FHA/VA programs.
• Networking and communication skills.
• Excellent verbal, written, and interpersonal communications skills.
• Detail-oriented, organized, and disciplined.
• Ability to learn quickly and apply knowledge in a fast-paced team environment.
• Ability to work remotely to establish, maintain, and grow relationships over the phone, email, or other electronic forums.

Education

• A High School Diploma or equivalent; some college preferred.

Pay

The starting base pay range for this position is $26,100 annually. The actual base is dependent on many factors such as: work experience, business needs, market demands, and other compensation components. The base pay range is subject to change and may be modified in the future.

Disclaimer

This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, duties, skills, or working conditions associated with a job. It is intended to be a general description of the principal requirements common to positions of this type. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard, and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. Kind Lending is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression. For your security, Kind Lending will only contact you from email addresses ending in kindlending.com. Emails from any other domain should be treated as suspicious and may be phishing attempts. [EOE/M/F/D/V. Drug-free workplace.]