Job Description

Company Description

Jasmine Krnjetin has been a trusted mortgage banker for 20+ years, helping clients make smart financial choices for their homeownership goals. Jasmine Mortgage Team, a division of Canopy Mortgage, LLC, consists of experienced mortgage professionals dedicated to guiding clients through the home buying process stress-free and productively.

Role Description

Strategic Planning & System Setup:

• Develop and implement a structured process for real estate agent outreach, including initial contact, follow-ups, and ongoing engagement.
• Set up and manage a CRM system or database to track all interactions with real estate agents, ensuring data is up-to-date and accessible.
• Define and document step-by-step workflows for reaching out to new agents, including calls, emails, meetings, and event invitations.

Real Estate Agent Outreach:

• Identify and prioritize new real estate agents and offices to establish relationships with.
• Create and execute a communication plan that includes regular follow-ups, personalized outreach, and relationship-building strategies.
• Organize and maintain a calendar of outreach activities, ensuring consistent touchpoints with agents.

Event Coordination

• Plan and manage events such as agent caravans, open houses, and lunch-and-learns.
• Coordinate logistics, communication, and marketing materials for these events.
• Ensure high attendance and engagement by promoting events through various channels and following up with attendees.

Data Management & Reporting:

• Track and analyze key metrics, including the number of agents contacted, meetings scheduled, and leads generated.
• Provide regular reports to the team to measure progress and identify areas for improvement.
• Ensure that all data is accurately recorded and used to inform future strategies.

Team Accountability & Consistency:

• Monitor team activities and ensure that outreach and follow-up tasks are consistently completed.
• Hold team members accountable to their goals, providing reminders and support to ensure tasks are completed on time.
• Foster a culture of consistency and follow-through within the team.

Qualifications

• Communication and Customer Service skills
• Marketing and Sales experience
• Office Administration skills
• Excellent organizational and multitasking abilities
• Strong attention to detail
• Ability to work independently and collaboratively
• Experience in the mortgage or real estate industry is a plus
• Bachelor's degree in Business Administration, Marketing, or related field

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