Relationship Manager
Core
Sourcing, servicing, and onboarding DSAs/connectors to achieve sales targets for affordable housing home loans.
Role type
Sales relationship manager (home loans)
Builds
DSA/Connector network for home loan acquisition
Domain
Financial services / Real Estate / Affordable Housing
Required skills
sales target achievement, DSA acquisition, network building, geographic mapping, relationship management, report generation, channel partner identification, application documentation submission
Preferred skills
customer experience enhancement, stakeholder management
Technologies
CRM tools, reporting software
Responsibilities
Achieve self-assigned sales targets for home loans, acquire new DSAs for affordable housing, build and manage DSA/Connector networks, map assigned geography, identify new DSAs in allocated areas, manage relationships with assigned sources, maintain sales and activity reports, identify needs for new channel partners, submit complete application forms and documentation