Relationship Manager
Core
Sourcing, servicing, and onboarding DSAs/connectors to acquire new business for affordable housing loans and home loans.
Role type
Sales Relationship Manager (Channel Acquisition)
Builds
DSA/Connector network for affordable housing and home loan business
Domain
Financial Services / Mortgage Lending
Required skills
DSA/Connector acquisition, network building, sales target achievement, relationship management, area mapping, report generation, application documentation submission
Preferred skills
Customer experience enhancement, channel partner identification
Responsibilities
Achieve sales targets by sourcing and servicing DSAs/connectors, build a DSA/Connector network for file movement, map area/geography to identify new DSAs, manage relationships with assigned sources, maintain sales and activity reports, identify needs for new channel partners, enhance customer experience, submit complete application forms and documentation