Loan Officer Events Manager
Core
Planning, coordinating, and executing events to support loan officer business development, customer engagement, and loan origination growth.
Role type
Senior IC events manager (mortgage industry)
Builds
Regional and national networking events, open houses, educational seminars, homebuyer workshops, and community outreach programs
Domain
Mortgage lending / Financial services
Deliverable
product features
Required skills
Event strategy development, team leadership, budgeting, logistics management, vendor coordination, training and coaching, performance evaluation, travel management
Preferred skills
Marketing or communications background, experience with Tom Ferry partnership programs
Technologies
Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)
Responsibilities
Lead and manage the Loan Officer Events Team; Develop and execute comprehensive event strategies; Plan and execute networking events, open houses, and workshops; Identify new event opportunities; Ensure compliance with policies and regulations; Oversee event setup and breakdown; Train loan officers and coordinators; Collaborate with Project Managers and Tom Ferry team; Evaluate event performance and ROI.
Seniority
Senior, hands-on IC
