Proactively identify, develop, and maintain referral relationships with manufactured home dealers and builders to generate new mortgage opportunities.
Meet or exceed goals of signing up at least 2 new business partners each month and securing a minimum of 8 loan referrals monthly.
Maintain awareness of industry trends, competitive products, and market conditions to adjust strategies and stay ahead of competitors.
Present Cardinal Financials products and services to potential partners in an engaging and compelling manner, aligning offerings with their business needs.
Collaborate with the branch and internal teams to ensure a top-level client experience throughout the loan process, from initial engagement to closing.
Work closely with the Retail Marketing Director to create innovative outreach strategies to attract new partners and retain existing ones.
Drive organizational effectiveness by continuously improving referral partner engagement and the loan origination process.
Act as a brand ambassador for Cardinal Financial, promoting the companys mission, values, and ethical standards to referral partners and potential clients.
What You Need:
Bachelor s Degree in Business, Marketing, or a related field preferred.
A minimum of 3 years of experience in client relationship management, business development, or B2B sales, ideally within the housing or mortgage industry.
At least 2 years of experience in a fast-paced, high-energy mortgage lender environment with a proven ability to develop referral relationships and close loans.
Strong ability to build and maintain relationships with business partners, regardless of their background or industry.
Excellent communication, presentation, and negotiation skills.
Proven track record in achieving sales targets and growing a referral network.
Highly creative with strong problem-solving abilities and a results-driven mindset.
Skilled at managing multiple priorities with a high level of organization and attention to detail.
Proficient in business tools, including Microsoft Word, Excel, and Google Apps. Familiarity with CRM systems and mortgage software is a plus