Business Development Specialist - B2B Mortgage Sales at Equity Resources, Inc

Description

Do you have a background in mortgage lending sales? Are you familiar with Community Banking or the Credit Union community? Have you been searching for a great company that's family owned, that recognizes your contributions, and has a great environment? A company whose goal and purpose is to Improve the Lives of Families? Take a look at Equity Resources!

Why you’ll love working here

• Create your own schedule and success!
• Competitive base salary plus commission potential!
• Boutique-style environment where you’re a big fish in a smaller pond, with less corporate hierarchy and more room to shine.
• 401(k) option with a generous company match —helping you grow your retirement savings faster.
• Full benefits package (including pet insurance!) first of the month after your first 30 days.
• Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer.
• Join a stable, employee-focused company that’s been growing since 1993.

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.

What your day will look like

The primary objective of the Business Development Specialist is to actively recruit and grow relationships with banks, credit unions, builders and savings & loan organizations, to develop new wholesale business.

The following duties would be applicable:

• Identify and engage new sales opportunities with banks, credit unions, builders and savings & loan organizations through research, networking, and outreach (calls, emails, LinkedIn).
• Build strong relationships with target organizations to promote Equity’s services and drive mortgage loan referrals for us to process and underwrite.
• Meet with prospects to showcase Equity’s value and use a consultative approach to align their needs with our services.
• Meet or exceed monthly performance metrics, including closed deals, qualified leads, new contacts, and maintain a consistent cadence of calls, contacts, and meetings.
• Generate and support leads through outbound activity and inbound efforts (e.g., webinars or creating content).
• 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 once onboarded.
• Represent Equity in the local community through active involvement and promotion of our products and services.
• Support the Company’s strong relationship of “raving fan service” culture through on-going customer contact, quality customer service, and superior product knowledge.
• Adhere to all Federal and State regulations, as well as the code of ethics outlined by Equity Resources, Inc.
• Participate in company meetings and perform other duties as assigned.

About Us

Equity Resources, Inc. is a privately owned and operated mortgage bank headquartered in Newark, Ohio. We are licensed in 21 states, including Washington D.C., and operate branch offices in many of those locations. Our vision and purpose at Equity Resources, Inc. is quite simply to Improve the Lives of Families. We pride ourselves in creating Raving Fans of our customers AND our employees. We are celebrating our 32nd year in business and are continuing to grow! Come join our team!

Equity Resources offers a comprehensive total compensation and benefits package that includes medical, dental, and vision insurance; 401(k); company-paid life insurance; and much more!

Equity Resources is an equal opportunity employer. It does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.