• To reach out to Residential Mortgage Brokers to sell our product - Walk them through our self-service website. • Identify and reach out to potential brokers and borrowers. • Utilize CRM tools ( QuickBase and HubSpot), email, inbound and outbound calls to generate qualified leads. • Maintain a consistent pipeline out of the leads provided. • Build and maintain strong relationships with brokers and clients. • Provide excellent customer service and follow-up to ensure client satisfaction. • Understand client needs and financial goals. • Educate clients on Thunderbird’s loan products . • Structure deals based on property type, collateral, LTV, and client profile. • Prepare files for processing department by ensuring all required documents are complete and accurate. • Meet or exceed monthly loan origination goals. • Track performance metrics (volume, submissions, closes) via CRM. • Collaborate with the sales team to strategize on market expansion and vertical opportunities. • Keep clients informed at every stage of the loan process. • Follow up promptly with all inquiries, document requests, and loan updates. • Resolve issues or delays in coordination with the underwriting team. • Stay informed about lending guidelines, industry changes, and market trends. • Understand competitors’ offerings to position Thunderbird’s products effectively. • Participate in training sessions and product updates regularly. • Other special duties and tasks assigned.