Outside Business Development Specialist, REP

About the role

The Outside Business Development Specialist supports branch growth by developing relationships with prospective consumers and generating qualified residential mortgage leads. Through proactive outreach, follow-up, and referral development, this role helps build a strong pipeline of opportunities and facilitates introductions to licensed Mortgage Loan Originators for loan-specific guidance. This position is limited to non-licensed activities and does not take applications, quote rates, or discuss loan terms. This position is meant to participate in the Real Estate Partner Program (REP). Travel may be required.

Responsibilities

• Identify, engage, and cultivate relationships with consumers who may have residential mortgage financing needs.
• Generate consumer mortgage leads through outbound outreach, networking, database follow-up, referral relationships, community events, and other approved marketing efforts.
• Educate prospective consumers on the mortgage process at a general level and direct all loan-specific questions to a licensed Mortgage Loan Originator.
• Schedule and coordinate introductions and appointments between prospective borrowers and licensed Mortgage Loan Originators.
• Maintain consistent follow-up with prospective consumers to support engagement and conversion.
• Track lead activity, referral sources, contact history, and pipeline status in the company CRM or other approved systems