This business invests in and purchases Mortgage Notes secured by properties in the US, and other cashflows. We also do portfolio management and accounting of these. We are growing and need to build our Team! We provide a great service for this challenging economic environment.
This part time position supports one of the Founding Principals and Executive Vice President (EVP) of Client Services, with processing emails, loading documents & Sales Opportunity Pipeline Management activities associated with our investment business.
This is a LONG-TERM position. Part-time 5-10 hours/week initially, increasing within 6-12 months as you learn more procedures.
*** THE TASKS:
**A) Processing Client real estate documents:
*A.1. Identifying what the documents are in order to mark our system
*A.2. Loading documents to Google Drive and sharing them with the relevant team members.
**B) Processing emails from Clients, our Front Office, our Partners - Identifying the appropriate scenario of the email in order to:
*B.1. Update our proprietary Sales Opportunity Pipeline Management system
*B.2. Reply to the email using specific templates and following up as needed.
**C) Submitting daily activity reports
**D) Creating and enhancing procedure manuals
This job requires that you are available to work EVERY DAY Monday - Friday and 1 weekend day, during various time intervals between 8AM to 10PM US Eastern, (not straight hours, we will batch your work).
*** THE PERFECT CANDIDATE:
**Do you write English well?
**Do you have good verbal English? (growth opportunity is for you to also make phone calls)
**Are you able to: juggle multiple tasks, prioritize and manage your time, apply the procedure you learn for 1 situation to another situation?
If you answered yes to the questions above, then you will love this job and be successful!
*** A. Required skills:
*EXCELLENT English communication skills (written and verbal).
*Well versed in the use of the Internet, Google Apps like Chrome, Drive, Calendar; Web-based email; Windows, MS Office
*Knowledgeable in how a Customer Relationship Management (CRM) / Sales Opportunity Pipeline system works (our company has it’s own application).
*** B. Experience - Background in the following:
*US Real Estate and/or the mortgage industry.
*** C. Skills/Experience critical to your success:
**Use templates, and customize them for the specific situation.
**Positive, persuasive, personable, passionate. Focuses on the best Client & Partner experience.
**Focused / VERY organized / disciplined / self-starter. Adaptable.
*** D. You will get along well with this Manager and will excel if you:
**Are positive about what you are doing, have a can-do attitude, don't get stopped by challenges, reliable & dependable; always do your tasks daily -- don’t make excuses.
**Have an aptitude and willingness for improving. Coachable.
*** WHY YOU WILL LIKE THIS JOB AND COMPANY
**Learn about a Sales Opportunity Management system (based on a sytem used by a leading Fortune 50 IT company).
**Learn about Real Estate investing, specifically in Mortgage Notes.
**Be coached by an expert Sales Trainer, and Executive Coach with experience coaching leaders at a Fortune 50 company. You will learn techniques to reach your full potential.
**We use innovative ways to do work.