REMOTE SALES ANALYST

CONVENTUS MISSION AND VISION

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $25 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

POSITION

Full-Time, Salaried, Performance-Based Bonus

As a Conventus Sales Analyst, you will be a key contributor to our sales team's success. We are searching for an ethical and highly detail-oriented, organized administrative professional with the desire to go the “extra mile” who shares our values and vision.

RESPONSIBILITIES

Administration

Ensure timely progress on deals in pipeline/processing

Client engagement and communication for Loan Officers; moving loans to closing and building client partnerships

Document and organize Sales training, meeting notes, client acquisition practices, sales & marketing practices

Qualify deals

Client Success

Customer retention and referral initiatives

Sending thank you cards/gifts to clients

Document client feedback to be brought up to relevant departments

Improve client satisfaction by distributing surveys, addressing feedback that comes up and expanding our best practices

Training

Help train new Loan Officers, including creating training materials/videos

Onboarding new hires

Lead Generation/Marketing

Going on lead generation databases and social media platforms to find and cultivate leads

Create and implement marketing campaigns

Set up speaking engagements and opportunities to engage potential clients at real estate events

Content generation:

Creating marketing templates

Creating, organizing and distributing company lead generation lists to Loan Officers

Social media management

Business development outreach for strategic partnerships in real estate space

Research on topics including competitive landscape, loan products, marketing material

Other duties as assigned.

QUALIFICATIONS

Bachelor’s degree required

0-2 years of work experience

DESIRED CHARACTERISTICS

Superior time management skills

Intellectual curiosity around financial products with the goal of identifying value to enhance our secondary sales effort

Strong proficiency in entire Microsoft Office Suite is a requirement

Highly skilled in MS Excel (ability to use pivot tables, create formulas and link multiple workbooks, etc.)

Proficient detail-oriented communicator and listener

Ability to prioritize and meet deadlines

Strong written and verbal communication skills

Mindset and Character

At CHC, we look for future employees who demonstrate and have the mindset and character of our following 4 core values:

Outperform:

Consistently achieves and exceeds expectations

Has a curiosity to explore new avenues for growth and/or efficiency

Strives for excellence and is accountable for area of responsibility

Encourages other team members to reach such a level

Fundamentally hard working

Diligence:

Thoroughly completes tasks at hand

Performs duties in a way that is focused around protecting capital

Employs a level of care and attention to detail in all activities

Communication:

Gathers and shares customer information and needs

Timely shares information about loan and business risk

Shares ideas and learning moments across the team

Embraces the communicative and proactive management style

Delight the Customer:

Strict customer focus across all activities

Clients always come first

Continuously thinking of ways to enhance the client experience

Don’t sweat the small stuff, play the long game with clients

Conventus Benefits

Integrated PTO annually

Health Benefits (Health, Vision, Dental)

Life Insurance Coverage

Pre-tax commuter fund

Pre-tax medical fund

401k and IRA options

DEPARTMENT

Business Development