Key Responsibilities

Salesforce and Data Management

• Maintain accurate records of meetings, referrals, contacts, opportunities, and activities within Salesforce.
• Monitor data quality and ensure business development information remains complete, organized, and current.
• Generate reports, dashboards, and relationship summaries to support business development activities and strategic decision-making.
• Track referral activity, partner engagement, and business development performance metrics.
• Coordinate with internal teams to retrieve and distribute information needed by business development staff.

Business Development Support

• Coordinate calendars, meetings, travel arrangements, and logistics for Regional Presidents and business development staff.
• Prepare briefing materials, relationship histories, and supporting documentation for banker and partner meetings.
• Assist with banker follow-up, gift coordination, and ongoing relationship management activities.
• Maintain organized records of referral partner interactions and business development efforts.
• Support relationship management activities with banks, referral partners, and community organizations.

Reporting and Analytics

• Prepare timely and accurate reports supporting Community Reinvestment Act (CRA) partnerships and bank initiatives.
• Anticipate reporting and data needs for upcoming meetings, presentations, and strategic discussions.
• Analyze and organize information from multiple systems to support business development efforts.
• Assist leadership with tracking goals, outcomes, and performance metrics.

Events and Partner Engagement

• Support planning and execution of conferences, partner meetings, networking events, and industry gatherings.
• Coordinate event logistics, registrations, travel arrangements, and materials preparation.
• Assist with follow-up activities after events and meetings to ensure timely communication and relationship management.

Learning and Professional Growth

• Develop a working understanding of MoFi’s products, programs, and eligibility requirements.
• Learn lending fundamentals, CRA priorities, and relationship management best practices.
• Shadow business development travel and customer meetings to build industry knowledge and professional expertise.

QUALIFICATIONS

• Experience using Salesforce or a comparable CRM platform preferred.
• Prior experience in administrative support, sales coordination, banking, customer service, project coordination, or related fields preferred.
• Strong organizational, multitasking, and time management skills.
• Excellent interpersonal and communication skills, both written and verbal.
• Demonstrated attention to detail and commitment to accuracy.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to maintain confidentiality and exercise discretion.
• Professional presence and strong customer service orientation.
• Ability to work independently while collaborating effectively across departments.
• Willingness to travel up to 50% as needed.

COMPENSATION

Salary is $50,000 to $60,000.

Full benefits including:

Insurance and Savings

• Employer-paid health, dental, and vision care for employee and family
• Employer matched 401(k)
• HSA
• Short-term and long-term disability insurance
• Employer-paid life insurance
• Matched savings program

Work Life Balance

• Paid holidays
• Vacation leave
• Sick leave
• Bereavement leave
• Parental leave

Professional Development

• Professional development or training budget
• Conference or certification support

Wellness

• Employee assistance program (EAP)
• Health club reimbursement
• Great technology
• In-office meals and refreshments, including lunch, snacks, and beverages