Business Development Specialist

Position Summary:

The Business Development Specialist is responsible for generating new mortgage business through proactive outreach, relationship development, and strategic market engagement. This role supports the institution’s growth objectives by identifying prospective clients, cultivating referral partnerships, and promoting mortgage products and services in alignment with regulatory standards and company values.

Core Responsibilities:

• Develop and implement strategies to acquire new mortgage clients and expand market presence.
• Establish and maintain relationships with real estate professionals, builders, attorneys, financial advisors, and other referral sources.
• Represent the institution at industry events, community functions, and networking opportunities to promote mortgage offerings.
• Collaborate with internal teams to ensure timely and accurate processing of mortgage applications.
• Monitor market trends and competitor activity to identify business opportunities and inform strategic planning.
• Maintain accurate records of business development activities and client interactions using CRM tools.
• Achieve or exceed established loan production goals and performance metrics.
• Ensure compliance with all applicable laws, regulations, and internal policies.

Secondary Duties & Responsibilities:

• Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities.
• Responsible for security as it applies to this position.
• Other duties as assigned. Employee Owners are responsible for making Heritage Bank achieve success in any way possible. 

Bank Standards:

• Mission – Helping People Succeed Financially
• Ethics – We always do the right thing at work and in our personal lives.
• Solution – We bring solutions to challenges and are always looking for ways to be better.
• Ownership – We are accountable in our roles and accept responsibility for our mistakes.
• Positivity – We bring positive energy and enthusiasm to everything we do.

Disclaimer:

The statements contained in this job description describe the general nature and level of work being performed by the person accepting this role. “Secondary Duties and Responsibilities” are considered incidental or secondary to the overall purpose of the job. This job description does not state or imply the only duties and responsibilities assigned to this job. Employees holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability.

Qualifications:

• Bachelor’s of degree in Business Administration, Finance, Marketing, or related field preferred.
• Minimum of three (3) years of experience in mortgage lending, financial services, or business development.

Skills:

• Strong understanding of mortgage products, underwriting processes, and regulatory requirements.
• Proven ability to generate leads, build relationships, and close sales.
• Excellent verbal and written communication skills.
• High level of professionalism, integrity, and customer service orientation.
• Proficiency in Microsoft Office Suite and CRM platforms.