Branch Business Development Manager
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Job Description
Business Development Manager driving growth and expanding customer base for retail mortgage branch. Developing partnerships and implementing marketing initiatives within working hours supporting Midwest Region.
Responsibilities:
- Proactively identify, target, and develop new referral partner relationships with real estate agents, and other industry professionals within assigned territory.
- Maintain and develop client relationships with existing and new accounts.
- Foster and strengthen existing relationships through regular in-person visits, consistent follow-up, and value driven communication.
- Organize and conduct weekly face-to-face meetings with prospective and current referral partners to understand their needs and align services.
- Collaborate with internal marketing and loan origination team to support referral partners.
- Attend local and regional real estate and mortgage related networking events, broker previews, trade shows, community engagements and real estate association meetings.
- Represent the company professionally and strategically at industry events to build brand visibility and increase referral volume.
- Engage with attendees post-event to capitalize on business opportunities.
- Follow up with leads, agents and referral sources to ensure business growth and referral partner event attendance.
- Design and implement events to generate new business leads, including cold calling agents to ensure attendance.
- Design and implement marketing campaigns to promote mortgage products and services.
- Develop client retention strategies and follow-up procedures such as outreach and thank you notes.
- Stay current on market trends, lending products, and local real estate activity.
- Analyze market trends and competitor strategies to identify growth opportunities.
- Set and achieve business development targets for sales growth.
- Provide regular reports and activity tracker on business development activities and performance metrics.
- Update the CRM to track and document outreach activity, follow-ups, and new relationship metrics.
- Build and maintain a growing list of target real estate agents, ensuring consistent engagement and outreach.
- Travel locally as required to complete minimum number of face-to-face meetings with business partners and phone calls per week.
Requirements:
- High School Diploma or equivalent.
- 2+ years of business development or sales experience in the mortgage, real estate, or financial services industry.
- Experience in an administrative or office management capacity.
- Experience running meetings and facilitating projects and events.
- Experience maintaining a professional network preferred.
- Proficiency in CRM software.
- Advanced networking and relationship-building skills.
- Excellent communication, collaboration and negotiation skills.
- Skilled at prioritizing and organization to manage multiple engagements weekly.
- Proficient with Microsoft Office (i.e. Word, Excel, Outlook, PowerPoint).
Benefits:
- medical
- dental
- vision
- 401K
- company-provided short-term disability
- employee assistance program
- wellness program
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