Real Estate ISA | Cold Caller | Lead Generation Specialist | Loan Officer Suppor

Conducted high-volume outbound cold calls to homeowners and property leads using TrackDrive, Call Shaper, RingCentral, Smart Dialer, and CallTools. Qualified prospects based on motivation, timeline, property details, and selling criteria. Performed skip tracing to secure accurate contact information and improve lead reachability. Followed proven scripts, handled objections, and built rapport to identify motivated sellers. Scheduled appointments for the acquisitions/sales team and ensured smooth lead handoff. Updated CRMs (Podio, HubSpot, etc.) with call notes, lead status, and follow-up tasks. Maintained daily/weekly KPIs and provided regular progress updates during team check-ins.

Conducted outbound cold calls daily to homeowners, FSBOs, absentee owners, and pre-foreclosure leads using dialers (Call'Tools, Mojo, Batch Dialer. Utilized CRM systems such as Podio, HubSpot, and GoHighLevel to manage leads, track conversations, and update follow-up schedules Qualified motivated sellers by gathering property details, assessing selling motivation, and verifying ownership information. Set and confirmed appointments for the acquisitions team, ensuring qualified and high-conversion leads were scheduled promptly. Handled objections and rejections with professionalism while maintaining a positive and engaging phone presence. Maintained detailed call logs and follow-up notes to ensure smooth lead handoff and pipeline management across teams.

Evaluated loan applications and supporting documentation to assess creditworthiness, income stability, and compliance with lending guidelines. A dvised clients on loan options, terms, and qualification requirements, ensuring a clear understanding of the approval process. Conducted detailed isk assessments and verified financial documents including income statements, credit reports, and bank records. Collaborated with sales and processing teams to ensure timely and accurate completion of loan flesfrom application to approval. Utilized loan origination systems (LOS) such as Encompass and Blend to input, verify, and track application progress. Ensured compliance with internal policies and regulatory standards, minimizing risk and maintaining loan quality benchmarks.

Managed delinquent and overdue accounts, contacting clients via phone and email to arrange payments and resolve billing concerns, • Provided professional email support, addressing customer inquiries, disputes, and account issues promptly and accurately. • Negotiated payment arrangements and settlements in accordance with company policies and client agreements. . Updated and maintained detailed records of communications, payments, and account statuses in CRM systems. Coordinated with finance and customer service teams to ensure timely resolution of payment and billing discrepancies. Consistently achieved or exceeded monthly recovery and customer satisfaction targets through effective communication and follow-up.

Conducted outbound cold calls to potential clients involved in car accidents to explain legal representation benefits and assess case eligibility. Performed case intake and screening, gathering key details about accidents, insurance, and injuries for attorney evaluation. Prepared case summaries and documentation to support personal injury claims and case preparation. Assisted in collecting evidence and supporting documents, including police reports and medical records. Maintained professional and empathetic communication to build trust and ensure client satisfaction.