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• Identify and develop a working relationship with qualified Realtors and related professionals that can serve as a source for mortgage loans and mortgage leads.
• Nurture working relationships to ensure you stay top of mind.
• Be the conduit to answer any questions from agents and professionals, and resolve any difficulties.
• Use company CRM to keep track of your outreach activities with current and potential partners.
• Outreach activities include, but are not limited to:
  • Call potential partners and discuss the benefits of working with us.
  • Visit Open Houses: this is a great way to develop rapport in person with Realtors.
  • Visit real estate offices.
  • Follow up with Realtors and professionals with calls, texts and emails. 
  • Social Media: connect with potential partners on social media and develop relationships.
  • Networking functions that involve potential lending partners.
• Complete weekly tracking updates via online form.
• Connect with manager on an ongoing basis, as determined by manager.
• Complete training as designated by manager, including BSA/AML training.

• Excellent communication skills.
• Outgoing personality that easily develops rapport with potential partners.
• Experience in prospecting and cold calling.
• Experience in Real Estate and/or Mortgage is preferred, but not required.
• Able to use CRM supplied by company.
• Valid drivers license.
• Phone and computer with reliable WIFI connection.
• Must be able to work Pacific time zone.

Fill out the form below and upload your resume (required). We will get back to you if we think you are a good fit.