Business Development Representative

Posted 14 Days Ago
Be an Early Applicant
Fresno, CA
Junior
Fintech • Financial Services
The Role
The Business Development Representative cultivates relationships for mortgage opportunities, delivers community outreach, responds to inquiries, and promotes homeownership.
Summary Generated by Built In

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. 

Top Skills

CRM
MS Office
Social Media Tools
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The Company
HQ: San Francisco Bay Area, California
107 Employees
On-site Workplace

What We Do

Client Direct Mortgage is a consumer-direct mortgage brokerage and lender leveraging industry-leading technology and access to tons of loan types to help borrowers purchase or refinance fast and efficiently

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