Responsibilities

• Act as the first point of contact for new leads, ensuring timely communication.
• Contact every new lead within 4 hours of receipt to establish a warm and personal connection.
• Manage appointment setting and calendar coordination to ensure qualified consultations are scheduled promptly.
• Conduct intake questionnaires via phone, guiding leads through the qualification process.
• Maintain high levels of organization and attention to detail in all interactions and documentation.
• Ensure accurate data entry and management within the CRM system, facilitating a seamless transition into the loan process.
• Handle email correspondence and calendar management with efficiency and professionalism.
• Prioritize speed-to-lead initiatives and ensure all tasks align with the operational goals of the team.

Requirements

• Excellent communication skills, both verbal and written, with the ability to engage with diverse personalities.
• Strong time management abilities, demonstrating the capacity to prioritize tasks effectively under pressure.
• Proficiency in CRM systems and Microsoft Office Suite, particularly in managing calendars and emails.
• Experience in a customer-facing role is preferred, showcasing your ability to build rapport with clients.
• Detail-oriented mindset with a focus on maintaining system accuracy and reliability.
• A proactive approach to problem-solving and a commitment to achieving team objectives.
• Ability to work independently as well as collaboratively within a team environment.

Benefits

• Competitive salary ranging from ₱50,000 to ₱60,000 per month.
• Opportunity to work in a dynamic and supportive team environment.
• Comprehensive training and professional development opportunities.
• Flexible work arrangements to promote work-life balance.
• Health benefits and wellness programs to support your overall well-being.
• Access to performance-based bonuses and incentives.