Client Acquisition Specialist

Kind Lending | NMLS #3925; Scottsdale (AZ); On-site; USD 50,000 - 80,000; Full time

Job summary

Kind Lending in Scottsdale, AZ seeks a Client Acquisition Specialist to solicit new and existing business through broker inquiries, account renewals, and CRM management to grow market share and profitability.

You will drive sales strategies within a remote-capable team, cultivate relationships with broker partners, and ensure high-quality service while upholding Kind Lending policies and industry knowledge.

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 in a fast-paced team environment.
• Ability to work remotely to establish, maintain and grow relationships over the phone, email, or other electronic forums.

Responsibilities

• Solicit and cultivate new and existing clients on Kind Lending.
• 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.
• Follow ups.
• Inactive marketing campaign.
• CRM management.
• Introduce new clients to the KWIKIE portal.
• Prepare warm handoff to outside AE.
• Client ready to do business.
• Maintain acceptable performance metrics as determined by Kind Lending.
• Disciplined relationship management of opportunity accounts with a focus on activity, wallet share, and market-share metrics.
• Use prescribed CRM metrics to improve outbound sales actions to produce results.
• Maintain industry knowledge through training and publications.

Skills

Mortgage knowledge

Networking

Verbal and written communication

Detail-oriented

Remote relationship building

Education

High School Diploma or equivalent

Job description

Brief Description

Client Acquisition Specialist

Kind Lending is determined to forge a new identity in the wholesale lending and mortgage banking space. We’re building an upbeat, collaborative environment where a team of sharp minds will bring out the best in each other – and where fun is mandatory. We are focused on serving the mortgage community and their homebuyers by providing an array of products, top-notch service by experienced and friendly professionals, and superior resources to support their business model.

Position Summary

The Client Acquisition Specialist is responsible for the solicitation of new/existing business for the company through Broker Inquiries, Account renewal, NMLS reporting, and other paths as identified by management to drive market share, client share, and profitability.

Responsibilities

• 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.
• Follow ups.
• Inactive marketing campaign.
• CRM management.
• Introduce new clients to the KWIKIE portal.
• Prepare warm handoff to outside AE.
• Client "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 your 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 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.

Education

High School Diploma or equivalent; some college preferred.

Pay Disclosure

The actual base is dependent on many factors such as: work experience, business needs, market demands, and other compensation components. The base pay range is subject to change and may be modified in the future.

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.

Work Authorization

Must be able to verify identity and employment eligibility to work in the U.S.

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.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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, and 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.

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.