Field Outreach Coordinator

6 days ago


Melbourne, Florida, United States Morgan Financial Full time

Morgan Financial is a leading mortgage lender in Melbourne, Florida, with a 22-year history of providing Conventional and VA mortgage loans to Brevard County and beyond. We are committed to growing our business through strong relationships with real estate agents, past clients, and consumer-direct channels.

As a Client Engagement Specialist, you will attend closings, broker open houses, and other field events to gather leads and engage with real estate agents and consumers. Your responsibilities will include:

  • Pursuing new business leads from events and activities, focusing on securing appointments for the Relationship Manager with real estate agents.
  • Assisting with the coordination and promotion of in-office events and seminars, including KYBOT presentations, to increase engagement from real estate agents and past clients.
  • Providing data and insights to support lead generation and relationship-building efforts.

**Estimated Salary:** $70,000 - $90,000 per year based on experience.

**Preferred Qualifications:** A Bachelor's degree is preferred but not required. The ability to obtain an NMLS MLO license within 90 days of hire is also required.



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