Talent.com
Lead Specialist
Lead SpecialistPropel Financial Services • San Antonio, TX, US
Lead Specialist

Lead Specialist

Propel Financial Services • San Antonio, TX, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Job description : About Us

At Propel Financial Services, we specialize in property tax lending and creative real estate financing solutions that empower property owners to resolve tax burdens quickly and confidently. Headquartered in Texas, Propel is a leader in the industry and committed to helping clients navigate financial challenges with compassion and efficiency. We are driven by our core values : People, Respect, Ownership, Performance, Evolve, and Loyalty, which define our culture and guide our daily operations.

Position Summary

The Outbound Sales Representative plays a vital role in generating new business through proactive outbound calling to both existing clients and newly identified prospects. This position will focus heavily on high-volume cold calling, including outreach to contacts on the Delinquent Tax Roll (DTR) list released annually in February. This is an hourly-based position with the opportunity to earn additional performance-based incentives.

We are seeking a driven, energetic individual who thrives in a call-focused, sales-driven environment and can confidently communicate the benefits of our property tax loan solutions.

Key Responsibilities

Outbound Calling and Lead Engagement

  • Conduct a high volume of outbound calls to prospective clients, including current portfolio customers and DTR list leads.
  • Educate prospects on the benefits of property tax loans and Propel’s services.
  • Handle objections and qualify interested parties for the next steps in the loan process.

Lead Management

  • Accurately document all call activity, lead details, and follow-up actions in CRM software.
  • Maintain an organized and up-to-date call queue with appropriate notes and status updates.
  • Research and maintain accurate lead data using company tools and databases

    • Client Follow-Up

  • Re-engage previous leads through scheduled follow-ups to encourage loan applications.
  • Maintain a consistent outreach cadence via phone, email, and SMS.

    • Collaboration

  • Work closely with loan officers, processors, and the marketing team to support lead conversion and campaign alignment.
  • Participate in regular sales meetings and training sessions to improve performance and product knowledge.

    • Performance & Reporting

  • Meet or exceed defined performance targets, including dials, contacts, and conversions.
  • Report activity and results regularly to management.
  • Provide general administrative support.

    • Qualifications

  • High school diploma or equivalent required; some college or relevant certifications a plus.
  • 1+ year of experience in outbound calling, telemarketing, call center sales, or collections preferred.
  • Strong communication skills and a confident, professional phone presence.
  • Familiarity with CRM software and dialing tools.
  • Bilingual (English / Spanish) preferred but not required.
  • Self-starter with a positive attitude and willingness to be coached.
  • Proficiency in Microsoft Excel, Work, and Outlook

    • Skills and Competencies

  • Strong interpersonal and persuasion skills.
  • Results-oriented and motivated by meeting / exceeding goals.
  • Ability to remain resilient and positive when handling rejection.
  • Excellent organizational and time-management skills.
  • Comfortable in a fast-paced, high-volume environment.

    • Compensation details : 16-18 Hourly Wage

    PIbd57ccb51a85-25405-39168047

    [job_alerts.create_a_job]

    Lead Specialist • San Antonio, TX, US

    [internal_linking.similar_jobs]
    Reimbursement Specialist

    Reimbursement Specialist

    University Health • San Antonio, Texas, United States
    [job_card.full_time]
    POSITION SUMMARY / RESPONSIBILITIES.Identifies and enrolls indigent and under-insured patients into drug assistance reimbursement programs which provide drug replacement and reimbursement compensatio...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Elmendorf, Texas, US
    [job_card.full_time] +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Resolution Specialist

    Senior Resolution Specialist

    University Health • San Antonio, TX, US
    [job_card.full_time]
    POSITION SUMMARY / RESPONSIBILITIES.Comprehensive knowledge of all Community First insurance products including STAR Medicaid, Children's Health Insurance Plan (CHIP, CHIP Perinate, CHIP Perinatal, C...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Audit Lead - AI Model Risk

    Audit Lead - AI Model Risk

    USAA Careers • San Antonio, Texas, United States
    [job_card.full_time]
    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    SEO Specialist

    SEO Specialist

    Scale AI • San Antonio, Texas, United States
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Open Enrollment Specialist

    Open Enrollment Specialist

    USHEALTH • San Antonio, TX, US
    [job_card.full_time]
    You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. Our clients are looking for ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Procurement Specialist

    Procurement Specialist

    Norton Rose Fulbright • San Antonio, TX, United States
    [job_card.full_time]
    We are a global law firm with a powerful strategic focus and real momentum.Our industry-focused strategy is seeing us take on pioneering work in places that others have yet to reach.Our shared valu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    AI Research Support Specialist

    AI Research Support Specialist

    Scale AI • San Antonio, Texas, United States
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Knowledge Evaluation Specialist

    Knowledge Evaluation Specialist

    Scale AI • San Antonio, Texas, United States
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Metabolic Account Specialist

    Metabolic Account Specialist

    Syneos Health / inVentiv Health Commercial LLC • San Antonio, TX, United States
    [job_card.full_time]
    You have what it takes : a competitive drive coupled with exceptional sales ability.The Metabolic Account Specialist position requires a seasoned biopharmaceutical sales professional who can effecti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Lead Maintenance Tech - 1st Shift

    Lead Maintenance Tech - 1st Shift

    Jobot • San Antonio, TX, US
    [job_card.full_time]
    PTO / / Medical, Dental, Vision, and 401K.This Jobot Job is hosted by : Braden Prater.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Our Client is a growi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Team Lead

    Team Lead

    Tempur Sealy • San Antonio, TX, United States
    [job_card.full_time]
    Tempur Sealy is committed to improving the sleep of more people, every night, all around the world.As a leading designer, manufacturer, distributor, and retailer of bedding products worldwide, we k...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Digital / Technical Product Manager Lead (Strategy, Innovation and Communication) (Hiring Immediately)

    Digital / Technical Product Manager Lead (Strategy, Innovation and Communication) (Hiring Immediately)

    USAA • SAN ANTONIO, TX, US
    [job_card.full_time]
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Technical Claims Specialist

    Senior Technical Claims Specialist

    Argonaut Management Services, Inc • San Antonio, TX, United States
    [job_card.full_time]
    Argo Group International Holdings, Inc.American National, US based specialty P&C companies, (together known as BP&C, Inc. Brookfield Wealth Solutions, Ltd.BWS"), a New York and Toronto-listed public...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Skills Transformation Lead

    Skills Transformation Lead

    USAA Careers • SAN ANTONIO, Texas, US
    [job_card.full_time] +1
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]
    Skills Transformation Lead (Hiring Immediately)

    Skills Transformation Lead (Hiring Immediately)

    USAA • SAN ANTONIO, TX, US
    [job_card.full_time]
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Project Safety Specialist

    Project Safety Specialist

    MBA Energy & Industrial • San Antonio, TX, US
    [job_card.full_time]
    You know what unsafe looks like- and you don't let it slide.If you've got a sixth sense for spotting risk, the confidence to speak up, and the skill to back it up- MBA Energy & Industrial wants...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Sourcing and Contracting Specialist

    Senior Sourcing and Contracting Specialist

    University Health • San Antonio, Texas, United States
    [job_card.full_time]
    POSITION SUMMARY / RESPONSIBILITIES Performs various basic and advanced duties essential to sourcing, procurement, and the establishment of contracts for products, capital equipment, and services for...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]