Inside Sales Representative – Real Estate Lending

Jobtailor; Northern (KY); Hybrid; USD 40,000 - 75,000; Full time

Job summary

Jobtailor is seeking a results-driven sales professional for a remote real estate financing role. You will engage in high-volume outbound calling, handle inbound inquiries, and follow up with prospects and past customers via phone, email, and text.

You will learn to assess real estate deals, identify suitable loan products, review financial documents, and guide borrowers from initial contact to closing, while maintaining an accurate CRM and pipeline.

Qualifications

• Proven track record of success in sales, athletics, business, recruiting, or another competitive environment.
• Competitiveness and motivation by goals, results, and outperforming expectations.
• Business acumen, ability to understand numbers, ask good questions, think critically, and communicate effectively with customers
• Coachability and willingness to follow a proven process
• Strong communication skills and ability to build credibility over the phone
• Comfortable spending a significant part of the day making calls and following up
• Ability to manage time, activity, and priorities independently in a remote environment
• Comfortable learning and using CRM systems, digital communication tools, and AI-assisted workflows
• Willingness to adopt AI-assisted work practices
• Experience with AI tools preferred
• Mortgage experience is not required

Responsibilities

• Make a high volume of outbound calls and consistently follow up with prospects
• Take inbound calls from real estate investors interested in financing
• Follow up with leads and past customers by phone, email, and text
• Learn to evaluate real estate deals and identify the appropriate loan product
• Review applications and supporting financial information
• Guide borrowers from the initial conversation through closing
• Maintain accurate activity and pipeline information in the CRM
• Work toward defined activity, conversion, and production goals
• Use CRM, digital communication tools, and AI to manage the sales pipeline efficiently

Skills

Sales success

Goal oriented

Business acumen

Coachability

Phone communication

Time management

CRM familiarity

AI adoption

AI tools experience

Tools

CRM Systems

AI tools

Digital communication tools

Job description

• Make a high volume of outbound calls and consistently follow up with prospects
• Take inbound calls from real estate investors interested in financing
• Follow up with leads and past customers by phone, email, and text
• Learn to evaluate real estate deals and identify the appropriate loan product
• Review applications and supporting financial information
• Guide borrowers from the initial conversation through closing
• Maintain accurate activity and pipeline information in the CRM
• Work toward defined activity, conversion, and production goals
• Use CRM, digital communication tools, and AI to manage the sales pipeline efficiently

Requirements

• Proven track record of success in sales, athletics, business, recruiting, or another competitive environment
• Competitiveness and motivation by goals, results, and outperforming expectations
• Business acumen, ability to understand numbers, ask good questions, think critically, and communicate effectively with customers
• Coachability and willingness to follow a proven process
• Strong communication skills and ability to build credibility over the phone
• Comfortable spending a significant part of the day making calls and following up
• Ability to manage time, activity, and priorities independently in a remote environment
• Comfortable learning and using CRM systems, digital communication tools, and AI-assisted workflows
• Willingness to adopt AI-assisted work practices
• Experience with AI tools preferred
• Mortgage experience is not required

Core Competencies

Demonstrates strong sales acumen with a focus on outbound communication and lead management, utilizing CRM systems and digital tools to achieve defined goals. Capable of evaluating real estate deals and guiding borrowers through the financing process while maintaining effective communication.

Highest-signal resume keywords

• Sales Experience
• CRM Proficiency
• Strong Communication Skills
• Goal-Oriented Mindset
• AI Tool Familiarity

ATS Optimization Keywords

Hard Skills

• Lead Evaluation
• Application Review
• Pipeline Management
• Financial Information Analysis
• Outbound Calling

Soft Skills

• Coachability
• Critical Thinking
• Time Management
• Motivation
• Credibility Building

Industry Keywords

• Real Estate Financing
• Sales Pipeline
• Outbound Calls
• Customer Follow-Up
• Competitive Environment

Tools & Technologies

• CRM Systems
• Digital Communication Tools
• AI-Assisted Workflows