[Hiring] Client Acquisition Specialist @Kind Lending

Role Description

The Client Acquisition Specialist is responsible for the solicitation of new/existing business for the company through various channels to drive market share, client share, and profitability.

• 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.
• Responsible for managing the weekly suspended client report.
• Outbound calls and follow-ups.
• Inactive marketing campaign management.
• CRM management.
• Introduce new clients to the KWIKIE portal.
• Prepare warm handoff to outside AE.
• Ensure clients are “ready to do business.”
• Maintain acceptable performance metrics as determined by Kind Lending.
• Disciplined relationship management of opportunity accounts with a focus 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, lending bulletins.
• Be a subject matter expert on Kind Lending policies, procedures, products, and technology.
• Proposition 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.
• Must be detail-oriented, organized, and disciplined.
• Ability to learn quickly and apply that knowledge along with the ability to work in a fast-paced team environment.
• Ability to work remotely to establish, maintain, and grow relationships over the phone, email, or other electronic forums.

Requirements

• High School Diploma or equivalent; some college preferred.
• Must be able to verify identity and employment eligibility to work in the U.S.

Physical Demands

• 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.
• 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.

Disclaimer Statement

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.

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.

Company Description

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.