Cold Caller/Loan Processor/Appointment Setter/Dispatcher/T.L

- Handling Incoming Calls & Inquiries – Answering calls, emails, and chat messages from potential customers interested in products or services. - Understanding Customer Needs – Actively listening to prospects to assess their needs and recommend the best solutions. -Product & Service Consultation – Providing detailed information about offerings, pricing, and benefits to drive purchasing decisions. - Upselling & Cross-Selling – Identifying opportunities to offer additional products or services that fit the customer’s needs. - Lead Qualification & Conversion – Determining which prospects are ready to buy and moving them through the sales funnel. - Order Processing & Follow-ups – Assisting with purchases, confirming orders, and ensuring customer satisfaction. - CRM & Sales Tracking – Logging interactions, updating lead status, and tracking conversions using tools like HubSpot, Salesforce, or Zoho.

- Lead Prospecting & Outreach – Calling potential customers from targeted lists to introduce products or services. - Pitching & Sales Engagement – Delivering a compelling sales script to capture interest and engage prospects. - Appointment Setting – Scheduling meetings or follow-up calls for sales representatives or business owners. - Handling Objections – Overcoming resistance and addressing customer concerns professionally. - CRM & Data Management – Logging call details, tracking lead status, and updating CRM systems (HubSpot, Salesforce, Zoho, etc.). -Follow-ups & Nurturing Leads – Keeping potential clients engaged through strategic follow-ups. - Market Research & Feedback Collection – Gathering insights on customer pain points and objections to refine sales strategies.

- Document Collection & Verification – Gathering necessary documents from borrowers (IDs, financial statements, credit reports, tax returns) and ensuring they meet lender requirements. - Data Entry & Management – Inputting borrower details into loan processing systems and updating records. - Pre-qualification Assistance – Reviewing initial borrower information to determine eligibility based on lender criteria. - Communication & Follow-ups – Coordinating with borrowers, lenders, and underwriters via email or phone to request missing documents and provide updates. - Loan Application Review – Checking applications for completeness and accuracy before submission. - Compliance & File Organization – Ensuring all documents are properly labeled, stored, and comply with regulatory requirements. - Pipeline Management – Tracking the progress of multiple loan applications and ensuring deadlines are met.

- Cold Calling & Prospecting – Contacting potential clients to introduce products or services and generate interest. - Lead Qualification – Identifying and categorizing prospects based on their likelihood to convert into customers. - Sales Pitch & Objection Handling – Delivering compelling sales scripts, addressing concerns, and persuading prospects to take action. - Appointment Setting – Scheduling meetings or follow-up calls for senior sales representatives or business owners. - Follow-ups & Lead Nurturing – Keeping potential customers engaged through strategic follow-ups and personalized outreach. - CRM & Data Management – Logging interactions, updating lead status, and tracking progress using platforms like HubSpot, Salesforce, or Zoho. - Target Achievement & Reporting – Meeting or exceeding sales quotas and providing reports on performance and sales trends.

- Order Management – Processing, tracking, and updating orders, returns, and refunds. - Product Listing & Optimization – Uploading product descriptions, images, pricing, and SEO-friendly content on platforms like Shopify, WooCommerce, Amazon, or Etsy. - Customer Support – Handling inquiries, resolving complaints, and assisting with order issues via email, chat, or phone. - Inventory Management – Monitoring stock levels, updating availability, and coordinating with suppliers. - Payment & Billing Assistance – Helping customers with payment issues, invoices, and refunds. - Marketing & Promotions – Managing email campaigns, discounts, and social media promotions to drive sales. - CRM & Ticketing System Use – Keeping track of customer interactions and issues using platforms like Zendesk, Gorgias, or Freshdesk.

- Handling Customer Inquiries – Responding to questions via phone, email, or chat regarding products, services, policies, or account details. - Problem Resolution – Assisting customers with issues like billing concerns, technical support, refunds, and order tracking. - Maintaining Customer Satisfaction – Ensuring customers feel heard, valued, and satisfied by providing friendly and professional assistance. - Processing Requests & Complaints – Addressing refund requests, cancellations, exchanges, and troubleshooting product or service issues. - CRM & Ticketing System Management – Logging interactions, updating customer records, and tracking unresolved issues using platforms like Zendesk, Freshdesk, or Salesforce. - Follow-ups & Escalations – Ensuring unresolved concerns are escalated to the appropriate department and following up to confirm resolution. - Knowledge Base & FAQ Updates – Helping maintain and improve customer support documentation to enhance efficiency.

- Sales Team Management – Overseeing and supporting sales agents, ensuring they meet KPIs and targets. - Coaching & Training – Conducting one-on-one or group coaching sessions to improve sales techniques, objection handling, and closing strategies. - Performance Monitoring – Tracking team progress, analyzing sales data, and providing feedback for improvement. - Motivation & Engagement – Keeping the team motivated through incentives, recognition programs, and goal-setting strategies. - Process Optimization – Identifying inefficiencies in the sales funnel and implementing strategies to improve conversion rates. - Sales Script & Strategy Development – Creating and refining sales scripts, rebuttals, and best practices for cold calling and inbound sales. - CRM & Reporting – Managing and analyzing sales data using platforms like HubSpot, Salesforce, or Zoho to track team performance. - Conflict Resolution & Support – Addressing team challenges, resolving conflicts, and fostering a collaborative sales environment.

- Customer Troubleshooting & Issue Resolution – Assisting customers with software, hardware, or account-related issues via phone, email, or chat. - Step-by-Step Guidance – Providing clear instructions to help users resolve problems independently. - Ticket Management & Escalation – Logging issues in helpdesk systems (Zendesk, Freshdesk, or Jira) and escalating complex cases when necessary. - Software & Account Support – Assisting with login issues, software installations, and account setups. - Knowledge Base Management – Creating and updating FAQs, troubleshooting guides, and documentation. - Follow-ups & Customer Satisfaction – Ensuring resolved issues meet customer expectations and following up for feedback. - System Testing & Reporting – Identifying bugs, reporting software issues, and collaborating with developers or IT teams.

- Inbox Management – Organizing, prioritizing, and categorizing emails to maintain a clutter-free inbox. - Responding to Emails – Crafting professional and timely responses to customer inquiries, client requests, or internal communications. - Filtering & Sorting Emails – Identifying urgent messages, spam, and routine emails to improve workflow efficiency. - Follow-ups & Reminders – Ensuring pending emails and tasks are addressed by following up with clients, teams, or leads. - Drafting & Sending Emails – Writing clear and professional emails for sales, customer support, inquiries, or internal communications. - Managing Email Templates – Creating and updating email templates for quick and consistent responses. - CRM & Ticketing System Use – Logging email interactions in tools like HubSpot, Zendesk, or Freshdesk for tracking and follow-ups.