University degree required; Accredited Mortgage Professional (AMP) certification essential.
Minimum 5 years of experience in residential mortgage lending and broker networks.
Strong business development and networking skills within designated territories.
Excellent communication, organizational, and time management abilities.
Proven experience in virtual and in-person presentations to diverse groups.
Ability to adapt to changing market conditions and negotiate effectively.
Knowledge of emerging trends in the residential mortgage market.
Responsibilities
Drive mortgage volume through various channels including events and digital platforms.
Educate broker partners on product offerings, guidelines, and efficient processes.
Identify and cultivate new and existing business partnerships.
Engage in industry events to enhance brand visibility and partnership opportunities.
Monitor market trends, customer preferences, and competitor activities to inform sales strategy.
Manage monthly expenses within budget for optimal business growth.
Log daily activities in CRM for operational consistency and efficiency.
Benefits
Flexible work arrangements, including remote work options.
Opportunity for professional development and continuing education.
Access to a collaborative work environment and supportive team culture.
Full Job Description
Position Summary:
The primary responsibility of the Business Development Manager (BDM) is to drive mortgage volume through multiple channels (in-person meetings, online webinars, seminars, events, email, phone calls, social media, etc.) with the goal of maximizing both funded volume and efficiency ratios. The BDM will entrench themselves into the territory by building on existing connections and hunting for new and untapped business opportunities and relationships. Additionally, the BDM will be the voice of the company to external partners, helping Haventree achieve its goals and communicate its vision.
Major Duties & Responsibilities:
Sales:Drive mortgage volume in the alternative lending space.
Efficiencies:Educate broker partners on Haventree's product mix, guidelines, and procedures to ensure a profitable business model.
Relationship Management:Identify both new and existing opportunities in the marketplace to grow them into trusted partners.
Business Development:Attend and participate in various industry events, actively engaging with broker partners to promote brand awareness.
Monitor and Evaluate:Identify industry trends and customer drivers. Stay knowledgeable about the current industry landscape and competitors, and be innovative in sales strategies, marketing concepts, and product applications.
Manage:Monitor monthly expenses prudently and within budget to assist in the growth of the business.
Log Activities:Log all daily activities in the appropriate CRM system to ensure consistency and efficiency within the organization.
Review Sales Reporting:Review monthly, weekly, and quarterly sales reports to ensure accuracy and plan for targeted sales efforts.
Report to Leader:Regularly report on business metrics-monthly, quarterly, and annually for the assigned territory.
Qualifications & Experience:
Degrees, Diplomas & Certifications:
The position requires a university degree and an Accredited Mortgage Professional (AMP.)
Must possess a valid driver's license.
Years and Range of Experience Required to Perform the Job:
Minimum of 5 years of sales experience in residential mortgage lending/mortgage broker network.
Business development and prospecting skills, including building and leveraging valuable centers of influence within the sales territory.
Excellent communication, time management, and organizational skills.
Ability to present virtually or in person to small and large groups.
Flexibility to adapt to a constantly changing environment.
Ability to negotiate and deliver both positive and tough messaging to broker partners.
Proven ability to plan and manage resources.
Meet professional development objectives to build capabilities in the current role and for future roles by utilizing learning maps and external courses as required.
Knowledge of the residential mortgage market, broker network, and emerging industry trends.
Results-oriented attitude with a drive to grow individual and organizational results.
Ability to work independently and build internal relationships remotely with a team.
Strong relationship builder and communicator; enjoys meeting people and is proficient at collaborating with others.
