Client Development Specialist

Legacy Mutual Mortgage; San Antonio (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

Legacy Mutual Mortgage in San Antonio, TX is seeking a Client Development Specialist to help Loan Officers build powerful business partner networks. You will generate leads, cultivate partnerships, and implement marketing ideas to grow the client base.

You will attend events, research market trends, maintain partner databases, and coordinate partner communications. The role emphasizes self-motivation, strong organizational skills, and proactive outreach to prospective clients.

Qualifications

• Must have excellent verbal, interpersonal and written communication skills.
• Must be dependable, self-motivated with minimal supervision.
• Strong organizational skills and ability to handle multiple tasks.

Responsibilities

• Generates and screens new business partner leads to develop relationships.
• Markets services and implements marketing ideas to grow client base.
• Develops strategies for establishing partnerships and business relationships.
• Organizes, schedules, and coordinates client and referral partner events.
• Maintains positive business relationships and collects information for databases.
• Attends weekend events with business partners.

Skills

Sales

Communication

Organizational skills

Self-motivation

Tools

Microsoft Office Suite

Job description

Description

The Client Development Specialist will assist Loan Officers in developing business partner relationships for Legacy Mutual Mortgage. The ideal candidate will efficiently and effectively locate, develop, and define business relationships for the Loan Officer.

Essential Functions Include:

• Generates and screens new business partner leads following loan officer direction to develop new business relationships.
• Develops strategies for establishing partnerships and business relationships to market our services.
• Seeks out and researches prospective business partners by making phone calls, attending social events where business partners are present, and utilizing the Internet.
• Markets new and existing customers through creation, development, and implementation of various business solutions and marketing ideas.
• Manages and maintains positive business relationships.
• Trains and providing materials for lunch and learns.
• Attend weekend events for team with business partners.
• Researches and learns all new emerging technologies and trends.
• Estimates demand for proposed business based on market research and consumer trends.
• Collects information and maintains client and referral partner databases
• Implementation of marketing systems for weekly and monthly mailings
• Organize, schedule, and coordinate client and referral partner events
• May perform other duties as assigned.
• Must maintain regular attendance

Requirements

• Must be dependable, self-motivated and require minimal supervision.
• Must be proficient in Word, Excel, PowerPoint, Publisher and Outlook applications.
• Must have excellent verbal, interpersonal and written communication skills with the ability to interact with peers, management, clients, and prospective clients in a professional manner.
• Must have a positive attitude.
• Must have strong organizational skills with the ability to handle multiple tasks and project.
• Must have strong skills in sales.

Legacy Mutual Mortgage is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.