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Relationship Manager

Hamilton Group Funding Greensboro ,NC
  • Posted: over a month ago
  • Full-Time
  • Benefits: medical, vision, 401k, dental, life_insurance
Job Description

 

SUMMARY AND PURPOSE OF POSITION

The Relationship Manager will focus on expanding, building and maintaining highly productive referral partnerships within a specific geographical area. This position will cultivate relationships in order to establish HGF as a Preferred Lender within a network of realtors, builders, financial professionals, past customers and other non-traditional sources. Business generated through activities of the Relationship Manager will be distributed by the Branch Manager to Licensed Loan Officers.

POSITION-SPECIFIC RESPONSIBILITIES:

  • Develop and maintain Builder and Realtor Relationships

  • Consistently prospect local market to increase referrals from existing book of business

  • Conduct outbound calls to realtors, customers and other referral partners to ensure satisfaction of service levels

  • Maintain relationships with existing customers in order to grow profitable sales

  • Schedule a minimum of 1 appointment per day with existing database, current contacts and accounts  Increasing to 3 appointments per day upon establishing 50 Prospects

  • Identify and Develop New Realtor & Builder Relationships

  • Schedule a minimum of 3 appointments per week with “prospects” to focus on Preferred Lender opportunities with Builders and New Realty Firm contacts o Develop leads and sales opportunities with new referral partners

  • Identify and build a network of Builder and Realty Firm partners establishing HGF as a Preferred Lender

  • Conduct sales presentations and coordinate special events to promote and brand the office creating and managing calendar of events to include “Lunch and Learns”, Happy Hours and Special Events

  • Maintain an updated target list of prospective, qualified customers and monitor progress in converting from prospective to active

  • Develop and maintain a sales plan for assigned territory for maximum productivity and sales growth

  • Maintain a professional image and represent Hamilton Group Funding in the market and at industry events

  • Conduct status calls for loan file updates to referral partners as needed

  • Collaborate with Branch Manager for all business development activities

  • Maintain inventory of all branch marketing materials and order new materials as needed

  • Prepare and distribute Open House flyers and Event Marketing Materials

  • Attend all branch marketing functions

  • Routinely go on joint marketing calls with loan officers as needed to build the HGF brand within the local market

  • Keep informed of trends, changes and developments in the local real estate market

SKILLS, ABILITIES, EXPERIENCE REQUIRED:

  • Broad knowledge of HGF’s products and services • Ability to travel and visit client/business locations

  • Strong persuasive selling skills

  • Self-starter, highly motivated

  • Exceptional computer skills (Microsoft Office software)

  • Exceptional customer service skills • Strong follow up skills with current and prospective customers

  • Excellent presentation and communication skills

  • Excellent phone skills

  • Member of Realtors Association preferred

Company Description
Hamilton Group Funding is a national mortgage lending firm recognized for outstanding customer service. We are licensed to offer residential mortgages in 24 states through 25 branch offices. Our clients have access to our experienced team of mortgage experts that guide them through our mortgage options, share our competitive pricing, and provide sound advice. To ensure exceptional service, we control the entire mortgage process from application through closing. Our dedicated team of professionals is with our clients every step of the way.

Hamilton Group Funding continues its double-digit growth trend, recently hitting record-breaking lending volume in the company's 16-year history. HGF is proud to be named one of South Florida's Top Workplaces for the third year in a row. Apply today, if you are looking to be a part of a team with an entrepreneurial and family-oriented culture!

Hamilton Group Funding

Why Work Here?

Great company culture where employees are excited to come to work every day in a fast paced and upbeat environment with growth opportunities

Hamilton Group Funding is a national mortgage lending firm recognized for outstanding customer service. We are licensed to offer residential mortgages in 24 states through 25 branch offices. Our clients have access to our experienced team of mortgage experts that guide them through our mortgage options, share our competitive pricing, and provide sound advice. To ensure exceptional service, we control the entire mortgage process from application through closing. Our dedicated team of professionals is with our clients every step of the way. Hamilton Group Funding continues its double-digit growth trend, recently hitting record-breaking lending volume in the company's 16-year history. HGF is proud to be named one of South Florida's Top Workplaces for the third year in a row. Apply today, if you are looking to be a part of a team with an entrepreneurial and family-oriented culture!

Address

204 Muirs Chapel Rd.
Greensboro, NC
USA

Website

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