Find Jobs
Find Jobs Near You – Available Work in Your Location
Outside Business Development Specialist, REP
Career Insights for Business Development Specialist
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Tennessee data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Business Development Specialist identifies new business opportunities and clients for a company, identifies new products, services and lines of business, and develops marketing and sales strategies to help grow a company's business. Collects and manages data on sales and business processes, does market research, and stays informed of industry trends and dynamics. Builds customer relationships and partnerships. Reports to a Business Development Manager or Director.
$69,367 / year median in Tennessee
+10% projected growth
Job Description
- 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 all 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 closely 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 all duties in compliance with company policy and applicable legal and regulatory requirements.
- Keep all mortgage-related activities within the scope of a non-licensed role. This position does not take loan applications, quote rates, recommend loan products, negotiate loan terms, or perform any activity requiring Mortgage Loan Originator licensure.
- If also licensed as a real estate broker, maintain clear separation between mortgage outreach activities and real estate brokerage activities in accordance with company policy and applicable law.
- Ensure any required affiliated business arrangement disclosures are provided at the time of referral to PRMG or to the brokerage.
- Complete all required training, orientation, and attend meetings.
Skills:
- 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.
- Real estate broker experience or licensure is a plus.
- Mortgage industry familiarity is preferred.
- Clear understanding of the limitations of a non-licensed mortgage support role.
Education:
- Four-year college degree in business, finance or related field
- College-level coursework and equivalent work experience
Travel:
- May be required.
Benefits
- 401(k) Plans
- Health Insurance
- Dental Insurance
- Vision Insurance