Sales Operations Specialist
Olaplex Inc. (Nasdaq: OLPX)
Business Development Specialist, B2B Mortgage Sales
Equity Resources, Inc
full-time
Posted on:
Origin: • 🇺🇸 United States • Ohio
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Actively recruit and grow relationships with banks, credit unions, builders and savings & loan organizations to develop new wholesale business
- Identify and engage new sales opportunities through research, networking, and outreach (calls, emails, LinkedIn)
- Build strong relationships with target organizations to promote Equity’s services and drive mortgage loan referrals
- Meet with prospects to showcase Equity’s value using a consultative approach
- Meet or exceed monthly performance metrics: closed deals, qualified leads, new contacts, and maintain consistent cadence of calls/contacts/meetings
- Generate and support leads through outbound activity and inbound efforts (e.g., webinars, content creation)
- Build and manage client relationships throughout the sales lifecycle, including onboarding and strategic growth
- Collaborate with internal teams to ensure client needs are met and partnerships are maintained and growing
- Represent Equity in the local community and promote products and services
- Support the company’s “raving fan service” culture through ongoing customer contact, quality customer service, and superior product knowledge
- Adhere to all Federal and State regulations and the company code of ethics
- Participate in company meetings and perform other duties as assigned
Requirements
- Bachelor’s degree in Business, Finance, Marketing, or related field—or equivalent experience
- 4-5 years of working knowledge in aspects of mortgage lending sales (e.g., Loan Officer, Credit Union Manager, Account or Members Services Rep)
- Familiarity with Credit Union or Community Banking environments
- Proven track record of sales success and resilience
- Strong communication skills and ability to build trust with clients and colleagues
- Proficient in Microsoft Office; experience with Encompass preferred
- Self-starter with problem-solving skills and ability to work independently and collaboratively
- Willing to travel up to 1–2 weeks per month
