Fusion - Business Development Manager

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Full Time Winter Park, FL, US

Fusion Home Loans is growing, and we’re looking for a Mortgage
Business Development Manager who is passionate about building connections, creating opportunities, and making a meaningful impact in the communities we serve. This is a great opportunity to join a collaborative team and play an important role in strengthening our presence and relationships across the market.

The Business Development Manager ("BDM") is a non-licensed business development and sales-support position responsible for developing and maintaining business relationships, expanding referral networks, supporting approved strategic partnerships, and increasing awareness of the Company's mortgage lending services.

The BDM's activities are limited to functions that do not require licensing or registration as a Mortgage Loan Originator ("MLO"). The BDM does not originate mortgage loans and may not perform activities that require an MLO license.

The BDM may identify individuals who may have an interest in mortgage financing and may facilitate an introduction to an appropriately licensed Company MLO. Once a consumer expresses an interest in obtaining mortgage financing or asks questions regarding mortgage products, qualification, pricing, rates, fees, or loan terms, the consumer must be referred to a licensed MLO.

Essential Job Functions

• Develop and maintain professional relationships with real estate professionals, builders, financial professionals, attorneys, community organizations, affinity partners, and other approved business partners.
• Identify prospective business partners and develop new referral, affinity, preferred-lender, and other Company-approved business relationships.
• Maintain regular contact with existing business partners and support ongoing relationship-management activities.
• Coordinate introductions between prospective consumers and appropriately licensed Company MLOs.
• Provide business partners and prospective consumers with general, Company-approved information about the Company's mortgage lending capabilities and services.
• Direct all questions regarding specific mortgage products, loan programs, interest rates, fees, qualification requirements, underwriting requirements, or loan terms to a licensed MLO.
• Conduct business-to-business presentations, networking events, educational programs, community outreach, and partner meetings using Company-approved materials.
• Coordinate with Corporate Marketing on approved advertisements, presentations, promotional materials, social media content, and business-development campaigns.
• Support approved branch, partner, affinity, and community events.
• Track business-development activities, partner engagement, introductions, and relationship-management metrics in Company-approved systems.
• Maintain appropriate records of business-development and partner activities.
• Represent the Company at industry events, professional associations, community functions, and approved business-partner events.
• Comply with Company policies governing referral relationships, gifts and entertainment, marketing arrangements, advertising, privacy, information security, fair lending, and consumer communications.
• Escalate questions regarding permissible activities to management or Compliance before engaging in any activity that could potentially require mortgage licensing.

Permitted Non-Licensed Activities

• Develop and maintain business-to-business relationships.
• Identify potential referral or strategic business partners.
• Attend realtor, builder, community, networking, and industry events.
• Introduce prospective consumers to licensed Company MLOs.
• Schedule meetings or appointments between consumers, business partners, and licensed MLOs.
• Provide general Company information and Company-approved marketing materials.
• Explain the general role of the Company and the mortgage process without advising the consumer regarding a specific mortgage product.
• Conduct Company-approved presentations to business partners.
• Support affinity, preferred-lender, builder, real estate, and other approved partnership programs.
• Assist with approved marketing and business-development campaigns.
• Follow up with business partners regarding service, relationship management, and general partner satisfaction.
• Track referrals, introductions, partner activities, and other…