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AI Engineer to build AI Receptionist for Lender
AI Engineer to build AI Receptionist for Lender

AI Engineer to build AI Receptionist for Lender at Helvetica Group · Remote only · 3 - 8 years · ₹3L - ₹15L / yr · Bootstrapped · Remote only · Posted 23 Aug 2025

Helvetica Group's logo

AI Engineer to build AI Receptionist for Lender

Chad Mestler's profile picture
Posted by Chad Mestler
3 - 8 yrs
₹3L - ₹15L / yr
Remote only
Skills
Artificial Intelligence (AI)
skill iconMachine Learning (ML)
Large Language Models (LLM) tuning
AI Agents

Request for Proposal (RFP): AI Receptionist for Helvetica Incoming Broker Calls

Company Overview

Helvetica Group is a direct commercial real estate lender and investment bank, specializing in providing alternative financing solutions for complex real estate transactions. We focus on fast, innovative, and common-sense underwriting to serve brokers, investors, and borrowers nationwide.

Website: helveticagroup.com

Project Overview

We are seeking an experienced AI Engineer to design and implement an AI Receptionist using Retell AI and Make (formerly Integromat). This AI Receptionist will handle incoming broker calls, collect loan request details, integrate with Salesforce, and automate follow-up communications.

Scope of Work

The solution should:

  1. Receive Incoming Calls
  • Integrate with our phone system and Retell AI to answer broker calls professionally.
  • Detect caller intent and initiate a structured loan intake conversation.
  1. Prompt Loan Request Details
  • Use natural language conversation to gather key loan scenario data:
  • Borrower and broker information
  • Property type, location, value
  • Loan amount requested, purpose, and timeline
  • Any special circumstances (e.g., foreclosure bailout, BK buyout, etc.)
  1. Data Handling & Automation
  • Send collected call details to Salesforce as a new Lead.
  • Email a summary of the loan request to our broker group.
  • Send an automated confirmation email to the caller.
  • Send an SMS confirmation text to the caller with a thank-you and next steps.
  1. Integration Requirements
  • Use Retell AI for call handling and voice interactions.
  • Use Make for workflow automation (Salesforce, email, SMS).
  • Ensure all data flows securely and complies with applicable regulations.

Deliverables

  • Fully functional AI Receptionist integrated with our systems
  • Retell AI call flow design and scripts tailored to Helvetica's lending guidelines
  • Make (Integromat) scenarios for:
  • Salesforce lead creation
  • Email notifications (internal and external)
  • SMS confirmation to caller
  • Documentation for setup, maintenance, and future scaling
  • Optional: Dashboard for call analytics and performance monitoring

Skills Required

  • Experience with Retell AI (or similar conversational AI voice platforms)
  • Expertise in Make (Integromat) or similar workflow automation tools
  • Strong knowledge of Salesforce API integrations
  • Experience with Twilio or other SMS/email APIs is a plus
  • Understanding of secure data handling and compliance (preferred)

Proposal Requirements

Please include in your proposal:

  • Relevant experience with Retell AI, Make, and Salesforce integrations
  • Portfolio of similar AI automation projects (voice + CRM)
  • Estimated timeline for project completion
  • Proposed budget and pricing structure
  • Any additional recommendations to enhance this solution

Timeline

  • Proposal Submission Deadline: [Insert Date]
  • Project Kickoff: [Insert Date]
  • Expected Completion: Within 4-6 weeks from kickoff

Budget

We are open to proposals with fixed price or hourly rates. Please provide a clear breakdown of your pricing.

How to Apply

Submit your proposal directly through Upwork, including all requested details.

Would you also like me to include:

  • Sample call flow conversation script (to attract engineers who understand the flow)?
  • Technical architecture diagram (for clarity on integrations)?
  • I can draft both to include in your posting. Shall I proceed?


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About Helvetica Group

Founded :
2001
Type :
Products & Services
Size :
0-20
Stage :
Bootstrapped

About

Helvetica Group is a direct commercial real estate lender and investment bank, specializing in providing alternative financing solutions for complex real estate transactions. We focus on fast, innovative, and common-sense underwriting to serve brokers, investors, and borrowers nationwide.

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Candid answers by the company

What does the company do?
What is the location preference of jobs?

Real estate investment banking and lending.

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  3. A full-stack development experience with strength in backend technologies.
  4. Production experience with large language models, including prompt engineering and agent development.
  5. You build with AI coding tools like Claude Code or Codex as your default way of working, and you have shipped real apps or agents this way.
  6. Experience building retrieval-augmented generation (RAG) systems: chunking, embeddings, vector databases, retrieval, and reranking.
  7. Experience building and deploying AI systems.
  8. Experience integrating with APIs and enterprise systems.
  9. Experience with at least one cloud platform (AWS, Azure, or GCP).
  10. Clear communication. You can explain a technical choice to an engineer and to a business leader.
  11. High ownership and comfort with ambiguity. You can take an unclear problem and turn it into a plan.
  12. Willingness to work onsite at client locations in India for extended periods, and to travel as the work needs.

Nice to have

  1. Experience with on-premises or private cloud (VPC) deployments.
  2. Experience with observability and tracing tools such as LangSmith or Braintrust.
  3. Experience with data engineering and pipelines.
  4. A history of side projects, open source contributions, or products you shipped end-to-end.
  5. Experience in embedded or forward-deployed roles before.
  6. Experience working at a consulting or professional services firm in a client-facing delivery role.

Stack and tools

  1. Languages: Python and TypeScript.
  2. Models: Claude and other frontier or open-source models, chosen to fit the customer.
  3. AI patterns: RAG, agents, prompt engineering, and evaluations.
  4. Vector and retrieval: vector databases and retrieval pipelines.
  5. Cloud: AWS, Azure, or GCP, on public or private cloud.
  6. Integration: REST APIs and enterprise system connectors.


Read more
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Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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