Business Development Loan Officer Assistant

The LOA - Business Development provides direct operational, marketing, and business development support to mortgage loan originators. This role helps loan officers maintain consistent communication with borrowers and referral partners, and support marketing and relationship development initiatives that drive mortgage production.

Acting as an extension of the loan officer, this position assists with borrower communication, database management, marketing coordination, and business development outreach, allowing loan officers to focus on originating and closing loans.

Core Responsibilities

Communication & Client Support

Maintain communication with pre-approved clients to ensure readiness as they search for homes

Coordinate borrower and referral partner meetings and maintain organized calendars in partnership with the loan officer

Marketing & Event Support

Assist loan officers in creating marketing materials such as flyers, presentations, and promotional content using the Key Mortgage marketing platform (MAXA)

Help gather and organize content for presentations, workshops, and networking events

Manage event attendee lists including invitations, RSVPs, and attendance tracking

Coordinate pre- and post-event communication with attendees and maintain contact records within CRM systems

Business Development Support

Assist loan officers in identifying and researching potential referral partners including real estate agents and other industry professionals

Conduct outreach via phone, email, and social media to help schedule meetings and introductions

Track outreach activities and maintain prospect pipelines within CRM platforms

Support ongoing engagement with referral partners and prospects