CMG Financial

Business Development Specialist

CMG Financial  •  $25/hr  •  Huntington Beach, CA (Onsite)  •  3 days ago
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Job Description

The Business Development Specialist is part of the Retail Sales Team and will be responsible for identifying incoming leads, building, and furthering the expansion of supported Loan Officers in existing markets. DUTIES and RESPONSIBILITIES, includes the following responsibilities, but not limited to

  • Work as a liaison between the referral partners and Loan Officers to transition of leads.
  • Work with Loan Officers and referral partners to improve communication, expectations, and resolve conflict when necessary.
  • Work with the referral partners and Loan Officers to utilize CMG’s technology for the creation of loan application efficiency and condition efficiency.
  • Track incoming leads, status of the leads, and establish communication expectations between supporting Loan Officers and referral partners.
  • Ensure proper pre-screening on incoming leads.
  • Provide referral partner updates on the status of the leads.
  • Contact the referral partner when clients are unresponsive or unwilling to communicate with supporting Loan Officers.
  • Host agent trainings and events to educate and keep a direct line of communication between referral partners and Loan Officers.
  • Promote supporting Loan Officers and their staff on all listing opportunities to improve listing referral partner capture.

PREFERRED QUALIFICATIONS AND EXPERIENCE

  • Ability to network and build relationships
  • Previous administrative support and customer service experience preferred
    • Proficient in Microsoft suite of products; Outlook, Word, Excel, PowerPoint etc.
    • Excellent communication skills both written and verbal.
    • High level of integrity and confidentiality required.
    • Strong organizational and time-management skills
    • Analytical problem solver and self-starter
    • Strong technical knowledge in the use of software applications, databases, spreadsheets
    • Acute attention to detail and ability to work on complex projects with general direction and minimal guidance
    • Ability and flexibility to work in a fast-paced fluid environment with a diversity of individuals at all organizational levels
    • High level of professionalism, and excellent time management and organizational ability
    • Ability to multitask and meet constant deadlines in a fast pace environment

SUPERVISORY RESPONSIBILITIES: Direct Reports: N/APHYSICAL and ENVIRONMENTAL CONDITIONSStandard office environment, equipment and tasks, including work at a computer terminal.This position requires partial sitting and walking throughout the day.Employee must be open to work overtime to complete assigned tasks.Base Compensation Information – For residents of the states of CA & CO, and for New York City + other areas requiring disclosure:CMG pays a competitive base which ranges from $15.50 - $25.00 per hour. Factors that affect base salary may include: overall mortgage experience, number of years worked in mortgage industry, types of roles performed, computer skills, customer service experience specific to working with mortgage lenders, and education.

CMG Financial

About CMG Financial

Nationwide mortgage lender with Correspondent, Wholesale, and Retail origination channels. NMLS ID# 1820 (www.nmlsconsumeraccess.org)

Throughout the mortgage industry, CMG Financial is known for its innovation of product and continued investment in technology. From HomeFundIt, the down payment gifting platform to the All In One Loan, the smarter way to borrow, CMG develops mortgage solutions that serve the needs of every borrower.

CMG Financial holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA and FHLMC and makes its products and services available through three distinct origination channels: Retail, Correspondent, and Wholesale Lending. Team CMG specializes in all new purchase and refinance mortgage needs and act as financial counselors to help borrowers make informed decisions. Find out what “Every Customer, Every Time. No Exceptions, No Excuses.” means to us!

This site is not authorized by the New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
San Ramon, CA
Year Founded
1993
Website
cmgfi.com
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