iServe Residential Lending, LLC NMLS #2914

Business Development Rep

• Support and grow the branch’s networks of mortgage broker and real estate agent partners
• Manage an assigned book of broker accounts and territory
• Oversee intake and fulfillment of Third-Party loans from submission through closing and funding
• Educate broker and real estate partners on loan products, underwriting guidelines, pricing, and submission requirements
• Provide wholesale pricing, lock support, and loan scenario guidance using company pricing and product tools
• Escalate pricing exceptions and complex scenarios to the appropriate department
• Monitor broker production, activity, trends, loan pipelines, and turn times to identify growth opportunities
• Manage broker approval and onboarding, including reviewing applications, agreements, and credentials
• Meet or exceed monthly funded volume, unit, and pull-through goals
• Coordinate with processing, underwriting, closing, funding, branch, and corporate teams
• Keep broker partners informed of conditions and milestones and resolve issues to keep loans on schedule
• Coordinate product and program update sessions, partner events, lunch-and-learns, and networking mixers
• Engage in business development and relationship-building activities outside the office
• Track partner activity, leads, referrals, and follow-ups in the company CRM
• Attend industry and community events to promote the iServe brand
• Work with marketing to develop co-marketing materials and campaigns
• Monitor competitor products, pricing, and market trends and share feedback with management
• Refer consumer loan inquiries to licensed loan officers and avoid taking consumer loan applications or negotiating consumer rates or terms
• Use marketing channels including social media and email campaigns
• Maintain knowledge of rates, products, company policies, regulatory requirements, underwriting guidelines, company tools, and the Third-Party loan process
• Perform other duties as assigned

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Business Development Associate