Client Engagement Specialist
2 weeks ago
The main objective of this position is to engage potential candidates interested in joining Primary Residential Mortgage by reaching out to them through direct communication.
- Coordinate appointments between prospective candidates and Hiring or Business Development Managers
- Manage and organize schedules for Business Development and Hiring Managers
- Gather essential information from prospective candidates
- Under the guidance of the Business Development Supervisor, connect with potential candidates to spark initial interest, cultivate recruitment opportunities, and finalize agreements
- Maintain records of potential candidate information in Salesforce
- Proven experience in cold-calling and telesales
- Previous background in appointment scheduling and calendar management
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office applications such as Excel, Word, and Outlook
- Excellent communication abilities through various mediums including email, phone, and written correspondence
- Willingness to work flexible hours as needed
- Experience in the mortgage sector is advantageous
- Follow the policies set forth in the Employee Handbook, including privacy and information security protocols
- Operate within designated limits and adhere to relevant policies and procedures
- Encourage diversity to foster innovation and growth within the workplace
- Align actions with the core values of Primary Residential Mortgage
- Collaborate with management to achieve performance goals and embrace opportunities for learning
- Promote teamwork and partnerships within Primary Residential Mortgage
- Adapt to change and support continuous improvement initiatives
- Deliver exceptional customer service by understanding client needs, providing solutions, and maintaining confidentiality
- Effectively communicate and collaborate with colleagues and external partners
- Contribute positively to team objectives, meet deadlines, and uphold quality standards
All employees are expected to demonstrate effective communication, computer proficiency, office suitability, and compliance with mortgage regulations and company policies. Flexibility to work extended hours may be required.
Flexibility Disclaimer:This job description does not restrict management's ability to assign or reassign responsibilities to this role as necessary.
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