Outside Business Development Specialist, REP
About The Position
The Outside Business Development Specialist supports branch growth by building relationships with prospective consumers and generating qualified residential mortgage leads. Through proactive outreach, follow-up, and referral development, this role builds a pipeline of opportunities and facilitates introductions to licensed Mortgage Loan Originators for loan-specific guidance. The position participates in the Real Estate Partner Program (REP) and is limited to non-licensed activities: it does not take applications, quote rates, discuss loan terms, recommend loan products, or perform activities requiring Mortgage Loan Originator licensure. The role works with licensed Mortgage Loan Originators, branch leadership, and internal teams to support consumer referrals and branch production goals. It maintains accurate lead and referral records, follows company policies and applicable legal and regulatory requirements, completes required training and orientation, and attends meetings. Travel may be required. PRMG offers a benefits package for full-time employees and their dependents, subject to eligibility, elections, and employee premiums. Eligible employees may enroll in company-sponsored benefits on the first of the month following hire, and may enroll in the 401(k) program on the first of the month following completion of 60 days. Eligible employees may also apply for other openings through PRMG’s Internal and External Job Portal to request a transfer.
Requirements
- Strong interpersonal, communication, and relationship-building skills.
- Excellent verbal and written communication abilities.
- Strong follow-up, organization, and pipeline management skills.
- Ability to work in a fast-paced, production-driven environment.
- Experience using CRM systems, Microsoft Office, and other business development tools.
- Professional, detail-oriented, and able to manage multiple priorities effectively.
- Clear understanding of the limitations of a non-licensed mortgage support role.
- Four-year college degree in business, finance, or a related field, or college-level coursework and equivalent work experience.
Nice To Haves
- 2+ years of experience in consumer sales, lead generation, customer outreach, business development, mortgage marketing, real estate, or a related field.
- Real estate broker experience or licensure.
- Mortgage industry familiarity.
Responsibilities
- Identify, engage, and cultivate relationships with consumers who may have residential mortgage financing needs.
- Generate consumer mortgage leads through outbound outreach, networking, database follow-up, referral relationships, community events, and other approved marketing efforts.
- Educate prospective consumers on the mortgage process at a general level and direct loan-specific questions to a licensed Mortgage Loan Originator.
- Schedule and coordinate introductions and appointments between prospective borrowers and licensed Mortgage Loan Originators.
- Maintain consistent follow-up with prospective consumers to support engagement and conversion.
- Track lead activity, referral sources, contact history, and pipeline status in the company CRM or other approved systems.
- Support branch production goals by developing and maintaining a steady pipeline of qualified consumer opportunities.
- Work with licensed Mortgage Loan Originators, branch leadership, and internal teams to ensure smooth handoff and follow-through on referred consumers.
- Participate in approved marketing, outreach, and business development initiatives to increase awareness of the company’s mortgage services.
- Maintain accurate records and perform duties in compliance with company policy and applicable legal and regulatory requirements.
- Keep mortgage-related activities within the scope of a non-licensed role; do not take loan applications, quote rates, recommend loan products, negotiate loan terms, or perform activities requiring Mortgage Loan Originator licensure.
- If also licensed as a real estate broker, maintain clear separation between mortgage outreach and real estate brokerage activities in accordance with company policy and applicable law.
- Ensure required affiliated business arrangement disclosures are provided at the time of referral to PRMG or to the brokerage.
- Complete required training and orientation, and attend meetings.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term disability
- Long-term disability
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- 401(k) program
- Other company-sponsored products, subject to eligibility, elections, and employee premiums
- Eligible employees may apply for internal or external job openings to request a transfer to another department or position
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What This Job Offers
Job Type
Full-time
