Mutual of Omaha Mortgage

General

• Generates and screens new business partner leads following loan officer direction to develop new business relationships.
• Develops strategies for establishing partnerships and business relationships to market our services.
• Seeks out and researches prospective business partners by making phone calls, attending social events where business partners are present, and utilizing the Internet.
• Markets new and existing customers through creation, development, and implementation of various business solutions and marketing ideas.
• Manages and maintains positive business relationships.
• Trains and providing materials for lunch and learns.
• Attend weekend events for team with business partners.
• Researches and learns all new emerging technologies and trends.
• Estimates demand for proposed business based on market research and consumer trends.
• Collects information and maintains client and referral partner databases.
• Implementation of marketing systems for weekly and monthly mailings.
• Organize, schedule, and coordinate client and referral partner events.
• May perform other duties as assigned.

Client Development Specialist