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Residential Loan Business Development Officer

External
frostbank logoFrostbank · San Antonio
Full-timeOn-siteToday
CRMSalesforce
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Responsibilities

  • Build and sustain strategic relationships with realtors, builders, and other centers of influence (COIs) across Frost's markets, acting as a trusted liaison to drive referral opportunities
  • Create and execute a structured outreach and referral strategy, maintaining a strong pipeline in Salesforce and other marketing tools to ensure consistent engagement, timely follow-up, and accurate tracking of opportunities
  • Drive lead generation and production goals by contributing leads and collaborating closely with Loan Officers to ensure smooth handoffs and client satisfaction
  • Represent Frost through marketing, events, and social media, including participating in sponsored events, supporting localized campaigns, and engaging with industry and community audiences to strengthen brand visibility
  • Partner with internal teams, including Loan Officers, Processing, and Underwriting to ensure referral quality, efficient communication, and an optimal customer experience throughout the loan process
  • Provide regular reporting and strategic insights on referral performance, conversion metrics, and market activity, recommending improvements to outreach or partner engagement strategies
  • Support Frost's brand and business development efforts by participating in networking events, leveraging digital platforms, and aligning all activities with Frost's standards
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

  • Bachelor's degree in finance, business administration, a related field, or equivalent experience
  • 4+ years of experience in financial sales, preferably in mortgage lending, residential lending, or loan origination
  • Proven experience in marketing or related promotional activities
  • Willingness and ability to travel up to 50% of the time
  • Active NMLS license, transferring it to Frost if licensed or ability to obtain within 60 days
  • Thorough understanding of residential loan products, processes, and regulatory requirements
  • Strong working knowledge of LinkedIn, social media engagement platforms, and CRM tools, particularly Salesforce
  • Demonstrated experience in building relationships and generating leads
  • Skilled digital communicator who understands the importance of visibility and brand consistency
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft computer applications

Benefits

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:Medical, dental, vision, long-term disability, and life insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral bonus program + more!Health insuranceDental insuranceVision insurance401(k)Performance bonus

Additional Information

Job Description It's about names, not numbers. Do you consider yourself to be a self-starter? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Residential Loan Business Development Officer role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.


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