COI & Consumer Engagement Manager - Mortgage
Core
Design and execute business development plans to expand mortgage access and strengthen consumer/COI engagement models to drive production lift and community partnerships.
Role type
Senior business development and community engagement manager (mortgage)
Builds
Mortgage access initiatives, community awareness programs, and cross-functional referral pipelines
Domain
Financial services / Mortgage lending / Community development
Deliverable
product features
Required skills
Business development, project management, community partnership building, data analysis, exception resolution, strategic planning
Preferred skills
CRA and Affordable Lending knowledge, management and leadership, advanced project management, verbal and written communication
Technologies
N/A
Responsibilities
Design high-impact business development plans, develop consumer and COI engagement models, engage community organizations for homeownership awareness, deliver cross-functional mortgage referrals, coach market teams on homeownership tools
Seniority
Senior, hands-on IC with management responsibilities