Business Development Representative

Full Time
Mid Level

Join our Business Development Team

Client Direct Mortgage is a nationwide direct lender and innovative mortgage company focused on providing borrowers with competitive rates, fast closings, and excellent customer service.

We are excitedly expanding our new Business Development Team--allowing community-centered individuals-- bring in mortgage leads, and our experienced Loan Officers will get the deals closed.

Client Direct Mortgage is a technology-focused national lender built by a top originating Loan Officer for Loan Officers who want to be at the top of their game. Our company is a fast-paced group of high achievers, and we want to expand our team of Business Development Representatives who bring in qualified leads. 

The Business Development Representative is responsible for identifying new borrowers, cultivating and establishing a referral network in their local community, and assisting with qualifying leads.

As a Client Direct Mortgage Business Development Representative, you'll refer mortgage deals, whether that client is seeking pre-approval or already in contract. Our team of Loan Officers will get your client's mortgage closed. Upon escrow closing, you'll get a referral fee of up to 0.75% of the loan amount. For example, on a $400,000 loan, you'll get a referral fee of up to $3,000. 

The Business Development Representative's Daily Activities include: 

  • 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. 

The ideal Business Development Specialist has the following Experience:

  • 2+ years of industry experience, ideally with a focus on business development
  • Knowledge of real estate and/or mortgage banking and products is a plus.
  • Familiarity with CRM, applicant tracking systems, Microsoft Office, and social media tools.
  • Self-motivated and very organized.
  • Excellent communication skills and experience delivering presentations to small-large audiences, in-person and virtually
  • Strong strategic thinking and problem-solving skills.
  • Ability to work collaboratively as a member of cross-functional teams.
  • Ability to build rapport and engagement with stakeholders at all levels of an organization.


  • Remote
  • Flexible
  • Typically, Monday-Friday, 9 am to 6 pm; occasional weekend workshops and presentations


  • This position is 100% commission. 
  • Upon escrow closing, you'll get a referral fee of up to 0.75% of the loan amount. For example, on a $400,000 loan, you'll get a referral fee of up to $3,000. 

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