Client Direct Mortgage is a consumer-direct mortgage brokerage and lender leveraging industry-leading technology and access to tons of loan types to help borrowers purchase or refinance fast and efficiently. 

Client Direct Mortgage

Business Development Rep

• Contact and qualify leads - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process.
• Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.
• Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.

Business Development Representative

• Identify, develop, and maintain a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities.
• Develop and deliver community outreach and economic development activities and act as a business development/referral source in target market areas, such as First-time Home Buyer and Personal Finance workshops.
• Establish and maintain relationships with community organizations such as activist groups, community agencies, non-profits, and minority groups, while assessing new groups needing assistance purchasing or financing a home.
• Regularly participate in business-related development opportunities and community efforts to promote homeownership.
• Respond to customer inquiries and referrals generated from your contacts and other channels.
• Keep in touch with previously interested borrowers and support them in becoming loanable.

Client Direct Mortgage Jobs in New York City