Branch Business Development Manager

CrossCountry Mortgage, LLC

. Proactively identify, target, and develop new referral partner relationships with real estate agents, and other industry professionals within assigned territory.

Posted 5/1/2026full-timeRemote • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $79,600 per yearWebsite

About the role

Key responsibilities & impact

Proactively identify, target, and develop new referral partner relationships with real estate agents, and other industry professionals within assigned territory.
Maintain and develop client relationships with existing and new accounts.
Foster and strengthen existing relationships through regular in-person visits, consistent follow-up, and value driven communication.
Organize and conduct weekly face-to-face meetings with prospective and current referral partners to understand their needs and align services.
Collaborate with internal marketing and loan origination team to support referral partners.
Attend local and regional real estate and mortgage related networking events, broker previews, trade shows, community engagements and real estate association meetings.
Represent the company professionally and strategically at industry events to build brand visibility and increase referral volume.
Engage with attendees post-event to capitalize on business opportunities.
Follow up with leads, agents and referral sources to ensure business growth and referral partner event attendance.
Design and implement events to generate new business leads, including cold calling agents to ensure attendance.
Design and implement marketing campaigns to promote mortgage products and services.
Develop client retention strategies and follow-up procedures such as outreach and thank you notes.
Stay current on market trends, lending products, and local real estate activity.
Analyze market trends and competitor strategies to identify growth opportunities.
Set and achieve business development targets for sales growth.
Provide regular reports and activity tracker on business development activities and performance metrics.
Update the CRM to track and document outreach activity, follow-ups, and new relationship metrics.
Build and maintain a growing list of target real estate agents, ensuring consistent engagement and outreach.
Travel locally as required to complete minimum number of face-to-face meetings with business partners and phone calls per week.

Requirements

What you’ll need

High School Diploma or equivalent.
2+ years of business development or sales experience in the mortgage, real estate, or financial services industry.
Experience in an administrative or office management capacity.
Experience running meetings and facilitating projects and events.
Experience maintaining a professional network preferred.
Proficiency in CRM software.
Advanced networking and relationship-building skills.
Excellent communication, collaboration and negotiation skills.
Skilled at prioritizing and organization to manage multiple engagements weekly.
Proficient with Microsoft Office (i.e. Word, Excel, Outlook, PowerPoint).

Benefits

Comp & perks

medical
dental
vision
401K
company-provided short-term disability
employee assistance program
wellness program

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business developmentsales experienceadministrative skillsevent facilitationnetworkingrelationship-buildingmarket analysisclient retention strategiesmarketing campaignsCRM proficiency

Soft Skills

communication skillscollaboration skillsnegotiation skillsorganizational skillsprioritization skills

Certifications

High School Diploma