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

Lead Specialist

Propel Financial Services • San Antonio, TX, US
8 hours ago
Job type
  • Full-time
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 Propels 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

    PI889da7229650-31181-39168047

    Create a job alert for this search

    Lead Specialist • San Antonio, TX, US

    Related jobs
    Workforce Tech Strategy Lead

    Workforce Tech Strategy Lead

    USAA • San Antonio, TX, US
    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: 5 hours ago • Promoted • New!
    Lead Specialist

    Lead Specialist

    Propel Financial Services • San Antonio, TX, US
    Full-time
    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.Headquar...Show more
    Last updated: 5 hours ago • Promoted • New!
    Software Engineer Lead, Member Experience Intelligence and Observability

    Software Engineer Lead, Member Experience Intelligence and Observability

    USAA • SAN ANTONIO, Texas, US
    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: 2 days ago • Promoted
    Procurement Specialist

    Procurement Specialist

    Norton Rose Fulbright • San Antonio, TX, United States
    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: 10 days ago • Promoted
    Team Leader

    Team Leader

    H&R Block • San Antonio, TX, US
    Full-time
    At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 29 days ago • Promoted
    Decision Science Analyst Lead - Member Value (Hiring Immediately)

    Decision Science Analyst Lead - Member Value (Hiring Immediately)

    USAA • SAN ANTONIO, TX, US
    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: 10 days ago • Promoted
    Transportation Revenue System Specialist

    Transportation Revenue System Specialist

    CDM Smith • San Antonio, TX, United States
    Full-time
    Works with and leads multi-disciplinary teams to help our customers design, test, implement, and oversee solutions for transportation revenue collection. The position will focus on design, procureme...Show more
    Last updated: 21 days ago • Promoted
    Guidewire Sr Technical Lead

    Guidewire Sr Technical Lead

    Abode Techzone LLC • San Antonio, TX, United States
    Full-time
    Role : Guidewire Sr Technical Lead.Guidewire Policy Center Guidewire Policy Center ACE Certified with Cloud experience.Extensive experience in Guidewire Policy Center. Guidewire Policy Center integra...Show more
    Last updated: 30+ days ago • Promoted
    Director, Business and Data Analytics – Member Value

    Director, Business and Data Analytics – Member Value

    USAA • SAN ANTONIO, Texas, US
    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: 2 days ago • Promoted
    Metabolic Account Specialist

    Metabolic Account Specialist

    Syneos Health / inVentiv Health Commercial LLC • San Antonio, TX, United States
    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: 24 days ago • Promoted
    Team Leader

    Team Leader

    Houston Staffing • San Antonio, TX, US
    Full-time
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We strive to con...Show more
    Last updated: 25 days ago • Promoted
    Senior Resolution Specialist

    Senior Resolution Specialist

    University Health • SAN ANTONIO, Texas, US
    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: 1 day ago • Promoted
    Guidewire Sr Technical Lead

    Guidewire Sr Technical Lead

    eTeam • San Antonio, TX, United States
    Full-time
    Guidewire Policy Center Guidewire Policy Center ACE Certified with Cloud experience.Extensive experience in Guidewire Policy Center. Guidewire Policy Center integration mechanisms Message Queue,aPD,...Show more
    Last updated: 30+ days ago • Promoted
    Decision Science Analyst Lead - Member Value

    Decision Science Analyst Lead - Member Value

    USAA • SAN ANTONIO, Texas, US
    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: 2 days ago • Promoted
    Skills Transformation Lead

    Skills Transformation Lead

    USAA • SAN ANTONIO, Texas, US
    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: 2 days ago • Promoted
    New Home Specialist

    New Home Specialist

    First America Homes • San Antonio, TX, United States
    Full-time
    First America Homes (FAH), the homebuilding division of The Signorelli Company, is a vertically integrated, diversified development company based in The Woodlands, TX. The company has a successful t...Show more
    Last updated: 19 days ago • Promoted
    Team Leader

    Team Leader

    San Antonio Staffing • San Antonio, TX, US
    Full-time
    Team Leader Opportunity At H&R Block.At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and co...Show more
    Last updated: 26 days ago • Promoted
    Business Strategist Lead

    Business Strategist Lead

    USAA • SAN ANTONIO, Texas, US
    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: 1 day ago • Promoted