Business Development Coordinator - American Heritage Credit Union

First Heritage Realty Alliance (FHRA), a unique hybrid realty firm, is searching for a Business Development Coordinator.

This position is responsible for developing new clients by creating opportunities through multiple lead sources. Serve as first point of contact for new clients and inquiries while developing strong relationships, enhancing lead-to-client conversions, and identifying cross-selling opportunities. These activities will be enhanced through technology automation and software integration.

Responsibilities:

• Develop new opportunities through source management; Create and implement lead generation campaigns; Organize and manage database and record, source, assign, and track all leads; Make initial phone contact with all leads, responding immediately, and record the outcome and assessment in contact database system (CRM); Enter leads into Client Management System and assign the lead to a real estate agent, confirm assignment with agent, and ensure they make contact.
• Perform lead follow-up and information acquisition by email, text and phone calls; Identify qualified leads through established criteria.
• Assign qualified leads to agents based on best possible outcome for the company; Utilize strategy to assign leads to maximize closed transactions; Confirm agent acceptances of leads and provide reassignment if necessary; Manage the cultivation of all leads from acquisition to conversion.
• Maintain contact database system (CRM) and back-office support (Transaction); Ensure all systems and processes run efficiently, making revisions as needed (Zip Forms, Lofty, Zoho Database, Agent CRM).
• new reports as directed by management; Ensure all data is acquired and has path to report; Provide accessibility to reports as required.
• Refer seller leads to the Broker of Record.
• Keep the Broker of Record informed of any problems or issues that need to be handled.

Qualifications

• Three years to five years of similar or related experience.
• Real estate license preferred.
• Strong written and verbal communication skills.
• Strong organizational skills.
• Proficient with contact management software.
• Proven experience with IDX and MLS software and general business software.
• Proficiency in Microsoft Office, including PowerPoint and Excel.
• Professional, well-developed interpersonal skills essential for projecting a positive image as a representative for First Heritage Realty Alliance while servicing members, CU Partners, staff, and third-party vendors.

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

EOE M/F/D/V