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Business Development Representative

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

2+ years of industry experience in business development, Knowledge of real estate and mortgage banking is a plus, Familiarity with CRM systems and Microsoft Office, Excellent communication and presentation skills..

Key responsabilities:

  • Identify and maintain a network of business relationships for mortgage lending opportunities
  • Develop and deliver community outreach activities and workshops
  • Establish relationships with community organizations and assess their needs
  • Respond to customer inquiries and support interested borrowers.

Client Direct Mortgage logo
Client Direct Mortgage Financial Services SME https://clientdirectmtg.com/
11 - 50 Employees
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Job description

The Business Development Representative's Daily Activities include: 

  • Identify, develop, and maintain a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities.
  • Develop and deliver community outreach and economic development activities and act as a business development/referral source in target market areas, such as First-time Home Buyer and Personal Finance workshops.
  • Establish and maintain relationships with community organizations such as activist groups, community agencies, non-profits, and minority groups, while assessing new groups needing assistance purchasing or financing a home.
  • Regularly participate in business-related development opportunities and community efforts to promote homeownership.
  • Respond to customer inquiries and referrals generated from your contacts and other channels.
  • Keep in touch with previously interested borrowers and support them in becoming loanable. 

 

The ideal Business Development Specialist has the following Experience:

  • 2+ years of industry experience, ideally with a focus on business development
  • Knowledge of real estate and/or mortgage banking and products is a plus.
  • Familiarity with CRM, applicant tracking systems, Microsoft Office, and social media tools.
  • Self-motivated and very organized.
  • Excellent communication skills and experience delivering presentations to small-large audiences, in-person and virtually
  • Strong strategic thinking and problem-solving skills.
  • Ability to work collaboratively as a member of cross-functional teams.
  • Ability to build rapport and engagement with stakeholders at all levels of an organization.

 

Schedule:

  • Remote
  • Flexible
  • Typically, Monday-Friday, 9 am to 6 pm; occasional weekend workshops and presentations

 

Compensation:

  • This position is 100% commission. 
  • Upon escrow closing, you'll get a referral fee of up to 1% of the loan amount. For example, on a $400,000 loan, you'll get a referral fee of up to $4,000. 

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Real Estate
  • Strategic Thinking
  • Microsoft Office
  • Problem Solving
  • Relationship Building
  • Teamwork
  • Communication

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