Position Overview:

This Branch Business Development Manager supports the Bryan, OH office of CrossCountry Mortgage. The Branch Business Development Manager is responsible for driving growth and expanding the customer base of the retail mortgage branch. This role involves developing strategic partnerships, fostering relationships, and implementing marketing initiatives to increase loan origination and revenue.

Job 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.

Qualificationsand Skills:

• 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).

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.