Key Mortgage Services

Business Development Rep

• Maintain communication with pre-approved clients to ensure readiness as they search for homes
• Coordinate borrower and referral partner meetings and maintain organized calendars in partnership with the loan officer
• Assist loan officers in creating marketing materials such as flyers, presentations, and promotional content using the Key Mortgage marketing platform (MAXA)
• Help gather and organize content for presentations, workshops, and networking events
• Manage event attendee lists including invitations, RSVPs, and attendance tracking
• Coordinate pre- and post-event communication with attendees and maintain contact records within CRM systems
• Assist loan officers in identifying and researching potential referral partners including real estate agents and other industry professionals
• Conduct outreach via phone, email, and social media to help schedule meetings and introductions
• Track outreach activities and maintain prospect pipelines within CRM platforms
• Support ongoing engagement with referral partners and prospects

Business Development Loan Officer Assistant