Business Development & Operations Manager

San Rafael, CA

Full Time

Mutual of Omaha Mortgage Reverse

Mid Level

Business Development & Operations Manager

San Rafael, CA | Full-Time | In-Office

Must have dependable transportation and be available on the occasional weekend or evening.

Compensation: $23-$27/hour + monthly bonus incentives.

Help Build Something Exceptional; This is not a typical assistant position.

We're looking for an ambitious, organized, relationship-driven professional who wants to become
an integral part of expanding one of Northern California's premier reverse mortgage practices.

As the Business Development & Operations Manager, you will become the operational engine
behind a growing business—helping expand our market presence, strengthen referral relationships,
create efficient systems, coordinate and launch marketing initiatives, and deliver an exceptional
experience for every referral partner and client.

You'll work directly alongside an experienced Reverse Mortgage Professional whose mission is to
educate seniors, financial professionals, and families about retirement planning through home
equity solutions.

About Mutual of Omaha Mortgage
Mutual of Omaha Mortgage is a Fortune 300 company built on a tradition of integrity, service, and financial strength. We are one of the nation's leading Reverse Mortgage lenders, helping homeowners age 55+ improve retirement through responsible home equity solutions.

Your Mission
Help expand the business. You'll become the trusted partner responsible for keeping operations running smoothly while expanding our visibility throughout the community and managing event and social media marketing.

Primary Responsibilities:
Business Development & Growth

Coordinate speaking engagements and workshops
Manage referral relationships with financial advisors, CPAs, estate planning attorneys, REALTORS®, trust officers and senior care professionals
Coordinate networking events and community outreach
Manage strategic marketing initiatives with other professionals

Marketing & Brand Management

Manage marketing calendar
Coordinate email campaigns, newsletters, social media and print marketing
Create presentations and educational materials
Ensure branding and compliance consistency

CRM & Client Relationship Management

Own CRM accuracy and outreach
Build automated follow-up campaigns
Track marketing effectiveness
Produce reports and pipeline updates

Executive & Operations Management

Manage calendar and workflow
Build and implement systems and checklists
Manage projects independently
Improve efficiency

Client Experience

Answer calls professionally
Coordinate appointments and client communications
Assist with proposals, setting follow up appointments via phone, Zoom, in-person and with the client’s family of advisors, collect documentation and track loan milestones

Event Coordination

Plan seminars, webinars, client events and networking events + follow up after each event.
Secure podcast guest appearances, press releases, co-marketing opportunities.

The Person We're Looking For
Someone who takes ownership, follows through, builds organization, thinks ahead, communicates
professionally, demonstrates strong critical thinking skills, adapts quickly, enjoys helping others succeed, and thinks like a business owner—not just an employee.

Qualifications

2+ years in mortgage, banking, real estate, financial services, executive support, marketing, business development or operations.
CRM experience, Microsoft Office proficiency, strong communication, organization and project management skills.
Canva and event planning experience preferred.

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
Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
401K with a generous employer match
Free Legal Services
Employee Loan Program

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