Build and manage an affiliate partnership pipeline for mortgage products. Responsibilities include researching prospects, conducting daily outreach, qualifying leads, scheduling meetings, onboarding partners, providing compliant marketing assets, maintaining Salesforce pipeline data, tracking performance metrics, monitoring reverse mortgage industry trends, and ensuring partner communications meet regulatory standards.
Business Development Associate
Location: Hybrid - Irvine, CA
Job Type: Contract to Full Time
Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!
THE ROLE
We're looking for a tenacious Business Development Associate to build our affiliate partnership pipeline. You'll identify, pitch, and onboard partners who drive qualified leads to our mortgage products. This is a high-activity role—expect daily prospecting calls, emails, and LinkedIn outreach. You'll own the relationship from cold contact through partnership launch, working closely with our marketing and compliance teams.
WHAT YOU'LL DO
Note: Quality matters. Leads must meet reverse mortgage lending criteria, comply with all regulatory standards, and fall within target cost-per-acquisition parameters. We track and validate all partner-attributed leads monthly.
Location: Hybrid - Irvine, CA
Job Type: Contract to Full Time
Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!
THE ROLE
We're looking for a tenacious Business Development Associate to build our affiliate partnership pipeline. You'll identify, pitch, and onboard partners who drive qualified leads to our mortgage products. This is a high-activity role—expect daily prospecting calls, emails, and LinkedIn outreach. You'll own the relationship from cold contact through partnership launch, working closely with our marketing and compliance teams.
WHAT YOU'LL DO
- Research and prospect potential affiliate partners across financial, senior-focused, and digital channels
- Execute outreach campaigns and qualify leads; schedule partner meetings
- Coordinate onboarding and provide partners with compliant marketing assets
- Maintain CRM pipeline, track metrics, and report weekly on progress
- Stay on top of reverse mortgage industry trends and competitor partnership programs
- Ensure all partner communications meet compliance standards
- 2+ years of mortgage, financial services, or B2B partnership experience (required—no training)
- Comfortable with persistent, daily outreach and handling rejection
- Salesforce proficiency
- Strong communication and relationship-building skills
- Fast-paced, collaborative mindset
Note: Quality matters. Leads must meet reverse mortgage lending criteria, comply with all regulatory standards, and fall within target cost-per-acquisition parameters. We track and validate all partner-attributed leads monthly.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- 401K with a generous employer match
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- Free Legal Services
- Employee Loan Program
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