Marketing And Business Development Coordinator

Responsibilities

• Conduct outreach to new and existing referral partners to schedule appointments and strengthen business relationships
• Manage ongoing communication, projects, and requests from referral partners to ensure a best-in-class experience
• Track referral partner performance and relationship ROI to help determine the effectiveness of marketing investments and partnership opportunities
• Prepare and submit expense reports while tracking reimbursements and marketing budgets
• Cook up and submit marketing events, including planning, attendee invitations, RSVP management, and post-event follow-up
• Coordinate the creation of co-branded marketing materials and fulfill marketing requests from referral partners
• Manage monthly client closing gifts and ensure timely delivery
• Cook up holiday outreach campaigns and appreciation initiatives for referral partners
• Maintain CRM records, calendars, and project timelines while keeping executives organized
• Provide general administrative and marketing support to help drive business development initiatives
• Collaborate with internal marketing and operations teams to execute campaigns and special projects

Qualifications

• Previous experience in relationship management, client services, marketing, event coordination, business development, or a similar customer-facing role preferred
• A mortgage or sales experience is not required
• An outgoing, energetic, and sales-minded personality with a genuine passion for building relationships
• Exceptional verbal and written communication skills
• Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously
• Comfortable working independently while thriving in a collaborative, fast-paced environment
• Proficiency with Microsoft Outlook, Word, Excel, and other standard business applications
• Experience with CRM systems and social media is a plus