Business Development Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Support and expand the branch’s network of mortgage broker and real estate agent partners.

• Manage a designated portfolio of broker accounts and territory.

• Oversee the intake and fulfillment of Third-Party loans from submission to closing and funding.

• Educate brokers and real estate partners on loan products, underwriting guidelines, pricing, and submission requirements.

• Provide wholesale pricing, lock support, and loan scenario guidance utilizing company pricing and product tools.

• Escalate pricing exceptions and complex scenarios to the relevant department.

• Monitor broker production, activities, trends, loan pipelines, and turn times to identify growth opportunities.

• Handle broker approval and onboarding, including application, agreement, and credential reviews.

• Achieve or surpass monthly funded volume, unit, and pull-through objectives.

• Collaborate with processing, underwriting, closing, funding, branch, and corporate teams.

• Keep broker partners updated on conditions and milestones while resolving issues to maintain loan schedules.

• Organize product and program update sessions, partner events, lunch-and-learns, and networking mixers.

• Engage in business development and relationship-building activities outside the office.

• Track partner activities, leads, referrals, and follow-ups within the company CRM.

• Attend industry and community events to enhance the iServe brand's visibility.

• Collaborate with marketing to create co-marketing materials and campaigns.

• Monitor competitor products, pricing, and market trends, providing feedback to management.

• Refer consumer loan inquiries to licensed loan officers, refraining from taking consumer loan applications or negotiating consumer rates or terms.

• Utilize marketing channels such as social media and email campaigns.

• Maintain current knowledge of rates, products, company policies, regulatory requirements, underwriting guidelines, company tools, and the Third-Party loan process.

• Perform additional duties as assigned.

⛳️ Requirements

• At least one year of experience in sales, marketing, customer service, or business development.

• Preferred experience in wholesale or Third Party Origination (TPO) lending, account management, or loan processing/operations.

• Basic proficiency in PCs and related Microsoft Office applications.

• Preferred working knowledge of a loan origination system (LOS) and product and pricing engine (PPE).

• Willingness to travel within the assigned territory.

• Some college coursework in business or finance is preferred.

• Self-driven with a strong desire to succeed.

• Detail-oriented with the ability to multitask.

• Strong interpersonal and communication skills.

• Must be goal-oriented.

• Professionalism and integrity are crucial.

• Ability to read and interpret marketing materials, business correspondence, and company and departmental policies and procedures.

• Strong capability to communicate effectively with customers, vendors, and employees of the company.

• Basic mathematical skills.

• Strong aptitude to apply common sense understanding to execute instructions provided in written or oral form.

• Ability to problem-solve in a variety of situations and circumstances.

🏝️ Benefits

• Comprehensive health benefits.

• Opportunities for professional development and growth.

• Competitive salary and performance-based incentives.