Support mortgage loan officers with borrower communication, CRM and database management, marketing coordination (using MAXA), event planning, and outreach to referral partners to drive mortgage production and maintain pipelines.
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 ResponsibilitiesCommunication & 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
Requirements
- 3 years of experience in administrative support, client service, marketing, mortgage, real estate, or a related field required
- Knowledge of the mortgage, lending, or real estate industry required
- NMLS license preferred
- Strong communication, organization, and time management skills with the ability to manage multiple priorities, maintain accurate records, and build professional relationships with clients and referral partners
- Experience with CRM systems, Google Workspace, and marketing platforms (such as MAXA) preferred, with the ability to create marketing materials, track outreach efforts, and support events
- Proactive, detail-oriented, and self-motivated with the ability to work independently, maintain confidentiality, and support loan officers in business development activities
- $42,000 - 50,000 + bonus incentive
Benefits
- Medical
- Dental
- 401k with employer match
- Paid time off
- Volunteer time off
Key Mortgage Services Schaumburg, Illinois, USA Office
425 N Martingale Rd, 1710, Schaumburg, IL, United States, 60173
Key Mortgage Services Chicago, Illinois, USA Office
120 S LaSalle St, Suite 2000, Chicago, United States, 60603
Key Mortgage Services Glen Ellyn, Illinois, USA Office
543 Pennsylvania Avenue, Glen Ellyn, United States, 60137
Key Mortgage Services Naperville, Illinois, USA Office
796 Royal St George Dr, Suite 106, Naperville, United States, 60563
Key Mortgage Services River Forest, Illinois, USA Office
1037 Chicago Avenue, River Forest, United States, 60305
Similar Jobs
Healthtech • Professional Services • Sports
Drive business growth through market analysis, relationship management, and strategic planning. Coordinate marketing campaigns and events, serve as liaison with referral sources (employers, insurers, physicians), track advertising performance, and communicate results to stakeholders while supporting organizational initiatives and community outreach.
Top Skills:
MS Office
Edtech
Manage and administer the Business Development tech stack (Salesforce, ZoomInfo, Power BI, Kalibrate), ensure data integrity and lead routing, handle vendor contracts and renewals, produce executive pipeline and market intelligence reports, support BD managers with research and meeting materials, and execute marketing campaigns to build employer-sponsored solutions awareness.
Top Skills:
CRMKalibrateMarketing AutomationExcelMicrosoft PowerpointMicrosoft WordPower BISalesforceZoominfo
Legal Tech
Support practice-area business development and marketing by creating and maintaining marketing materials, managing experience lists, assisting with pitches/RFPs and directory submissions, coordinating newsletters and events, supporting sponsorships, conducting research and competitive intelligence, aiding client targeting and business planning, and assisting lateral onboarding and BD operations.
Top Skills:
LextrackExcelMicrosoft PowerpointMicrosoft Word
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
