Loan Intake Specialist / Sales Operations Coordinator
Dec 2025 - Mar 2026 (4 months)
Part of the in-house lending startup division, Apex Point, responsible for conducting detailed financial intake assessments to determine client loan eligibility and readiness. Review CRM data to identify qualified prospects and perform outbound calls, emails, and text outreach to maximize engagement and contact rates. Generated funded loan enrollments through effective intake qualification and objection handling. Utilize DebtPayPro, Salesforce, and Bluerock Communicator to manage pipeline activity, review call recordings, and analyze performance metrics. Contributed to startup growth by helping establish intake workflows, reporting processes, and performance tracking systems.