Our client is a dynamic and innovative lending platform dedicated to providing exceptional loan solutions for real estate investors. They are currently seeking a motivated and professional Investor Success Advisor to join their team. This role involves engaging with potential real estate investors, addressing their objections, and guiding them through the loan commitment process.

Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST

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.

  
  

This role offers an exciting opportunity to significantly impact the success of a leading lending platform. If you are passionate about real estate finance, excel in client engagement, and thrive in a remote work environment, we invite you to apply and contribute to our client's continued growth and success.

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