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