Client Outreach & Loan Generation Specialist - ZR_29749_JOB

Job Description

This is a remote position.

Job Title : Client Outreach & Loan Generation Specialist

Schedule : Monday – Friday, 8 : 00 AM – 5 : 00 PM CST (with 1-hour unpaid break)

About the Role

We are seeking 2 motivated Client Outreach & Loan Generation Specialists to join our team. In this role, you will proactively engage with an existing client base of approximately 11,000 customers to identify financing needs and generate new loan opportunities. This is a results-driven role where success is rewarded through per-loan bonuses, with a target of 5-10 deals per month .

Key Responsibilities

Make outbound calls to existing clients from a CRM system.

Identify potential financing opportunities and qualify leads.

Overcome objections and effectively communicate loan options.

Track and report all client interactions in the CRM.

Collaborate with the team to achieve monthly loan generation goals.

Requirements

Required Experience & Skills

Must have call center or sales experience .

Strong phone communication skills with clear, professional English (no heavy accent).

Comfortable handling objections and persisting to achieve results.

High level of motivation and ability to work independently in a remote environment.

Experience in sales, real estate, or lending is highly preferred.

Highly Regarded (Optional) Skills

Knowledge of lending products and real estate financing.

Previous experience with CRM platforms for client outreach.

Requirements

Key Responsibilities Make outbound calls to existing clients from a CRM system. Identify potential financing opportunities and qualify leads. Overcome objections and effectively communicate loan options. Track and report all client interactions in the CRM. Collaborate with the team to achieve monthly loan generation goals. Requirements Required Experience & Skills Must have call center or sales experience. Strong phone communication skills with clear, professional English (no heavy accent). Comfortable handling objections and persisting to achieve results. High level of motivation and ability to work independently in a remote environment. Experience in sales, real estate, or lending is highly preferred. Highly Regarded (Optional) Skills Knowledge of lending products and real estate financing. Previous experience with CRM platforms for client outreach.