Client Development Specialist

Legacy Mutual Mortgage • San Antonio, TX

1d

About The Position

The Client Development Specialist assists Loan Officers in developing business partner relationships for Legacy Mutual Mortgage. The role locates, develops, and defines business relationships for Loan Officers, and supports marketing and business development through prospecting, relationship management, research, and event coordination. The position requires regular attendance and may include other duties as assigned.

Requirements

• Dependable, self-motivated, and able to work with minimal supervision.
• Proficient in Word, Excel, PowerPoint, Publisher, and Outlook.
• Excellent verbal, interpersonal, and written communication skills, with the ability to interact professionally with peers, management, clients, and prospective clients.
• Positive attitude.
• Strong organizational skills and ability to handle multiple tasks and projects.
• Strong sales skills.

Responsibilities

• Generate and screen new business partner leads according to Loan Officer direction to develop new business relationships.
• Develop strategies for establishing partnerships and business relationships to market the company’s services.
• Seek out and research prospective business partners by making phone calls, attending social events where business partners are present, and using the Internet.
• Market new and existing customers by creating, developing, and implementing business solutions and marketing ideas.
• Manage and maintain positive business relationships.
• Provide training and materials for lunch-and-learn events.
• Attend weekend events with the team and business partners.
• Research and learn about emerging technologies and trends.
• Estimate demand for proposed business based on market research and consumer trends.
• Collect information and maintain client and referral partner databases.
• Implement marketing systems for weekly and monthly mailings.
• Organize, schedule, and coordinate client and referral partner events.
• Maintain regular attendance.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed