Outside Business Development Specialist, REP

Paramount Residential Mortgage Group•Sacramento, CA

2d•$100,000

About The Position

The Outside Business Development Specialist supports branch growth by developing 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, or discuss loan terms. The role works with licensed Mortgage Loan Originators, branch leadership, and internal teams to support branch production goals and ensure smooth handoffs and follow-through with referred consumers. It also supports approved marketing and business development initiatives, maintains accurate records, and completes required training, orientation, and meetings. Travel may be required. PRMG offers a comprehensive benefits package for full-time employees and their dependents, including medical, dental, vision, life insurance, short- and long-term disability, a Health Savings Account (HSA), a Flexible Spending Account (FSA), and other products, subject to eligibility, elections, and employee premiums. Employees may enroll in company-sponsored benefit programs on the first of the month following hire. Eligible employees may enroll in the 401(k) program on the first of the month following completion of 60 days. Eligible employees may also apply for openings through PRMG’s Internal and External Job Portal to request a transfer.

Requirements

At least 2 years of experience in consumer sales, lead generation, customer outreach, business development, mortgage marketing, real estate, or a related field is preferred.
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

Real estate broker experience or licensure is a plus.
Mortgage industry familiarity is preferred.

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.
Provide general education about the mortgage process 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.
Follow up consistently 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.
Develop and maintain a steady pipeline of qualified consumer opportunities to support branch production goals.
Work with licensed Mortgage Loan Originators, branch leadership, and internal teams to ensure smooth handoffs 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 activity 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.