Lead Specialist

| Dallas-Fort Worth, TX | Hybrid
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Overview
The position will report to the Retail Lending Business Operations team. The Sales Dispatch Agent will perform a key function within the sales team to ensure optimal routing of IB customer calls, conduct OB calls to borrowers, ensure data integrity within lead management system, and perform other tasks as required related to sales management.
Job Description

  • Perform OB telemarketing campaigns
  • Receive IB calls from marketing campaigns
  • Route calls and leads within the telephony and lead system appropriately
  • Ensure data integrity within lead management system
  • Manage exception processing of various reports
  • Perform other related duties as required and assigned
  • Demonstrate behaviors which are aligned with the organization's desired culture and values

Ideal Candidate will have the following:

  • Excellent interpersonal, written, and verbal communication skills
  • Ability to multi-task and work in a deadline driven environments
  • Strong organizational skills
  • Familiar with using Microsoft Office Suite (i.e., Excel, Word)
  • Demonstrated excellence in working effectively as an individual and as a part of team
  • Must be highly proficient in Excel and Word
  • Must be a team player with strong attention to detail and able to work independently
  • Proven track record at delivering timely and accurate information in a fast-paced environment
  • Excellent critical thinking, problem solving, mathematical and sound judgment skills
  • Financial Services and, if possible, mortgage industry experience preferred
  • Strong business acumen and ability to interface with executive management


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Years of Experience:
1Education:
High School Diploma/GED

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