ESSENTIAL DUTIES AND RESPONSIBILITIES
1) Strategic Planning and Execution :
- Develop and implement a comprehensive national builder strategy to drive profitable mortgage originations and expand market share. This includes identifying new builder partners, negotiating national agreements, and creating scalable programs to support builder channel development for the sales team and homebuyers.
- Provides support and guidance to DSMs, ASMs, PSMs, CLMMs, and MLOs to support builder partnerships and create consistent sales behaviors across divisions.
- Operational oversight in collaboration with internal teams such as operations and marketing to ensure a seamless and efficient process for builder partners and homebuyers. This includes ensuring timely communication, accurate reporting, and adherence to service level agreements.
- Partner with the Director of REL Program Execution to cascade best practices, deploy high-impact sales tactics, and implement scalable playbooks for builder success.
- Identify market expansion opportunities and work with internal stakeholders to deploy programs that support origination growth in both core and emerging markets.
2) Financial Acumen : Manage the ROI for all National Builder Partnerships. This includes analyzing the cost associated with marketing, incentives, and dedicated resources against the revenue generated to ensure the channel is a profitable and sustainable business.
3) Inclusive Lending & Compliance :
Advance the organization’s inclusive lending strategy by identifying builder opportunities in LMI and MMCT census tracts.Partner with Community Lending Market Managers (CLMMs) to promote affordability programs, CRA alignment, and build awareness of solutions for underserved borrowers.Ensure national adherence to RESPA compliance in all builder-related events, marketing, and referral interactions through documented workflows and controls.4) Relationship & Stakeholder Management :
Build and maintain strong, collaborative relationships to ensure alignment on business goals, address challenges proactively, and maximize partnership opportunities. This includes regular meetings, business reviews, and a deep understanding of each builder’s unique needs and business model. Mentor regional builder liaisons or market-level builder leads.Act as a key liaison across sales, operations, community lending, marketing, and legal / compliance teams to promote effective collaboration and execution.Represent the company at industry conferences (e.g., NAHB, HBI, IBS), builder councils, and national trade organizations.5) Performance Management : Own the responsibility for the performance of the National Builder Channel. Track and analyze key performance indicators such as application volume, conversion rates, loan pull-through, ad profitability per builder. Develop and execute action plans to address underperforming partnerships and capitalize on growth opportunities.
6) Performance Intelligence :
Use data-driven insights to monitor builder performance, identify gaps or opportunities, and influence decision-making with internal leadership.Produce quarterly builder strategy reports, market share snapshots, and partner scorecards to track effectiveness and business development activity.Leverages vendor data (Zonda & IEmergent) to determine highest and best opportunities across markets to increase originations7) Marketing & Events :
Partner with internal marketing to build national campaigns, branded content, and engagement strategies tailored to builders and their real estate agent partners.Lead strategy and execution of major builder-focused events such as product showcases, grand openings, and educational forums—ensuring ROI and follow-up planning.Keep internal sales teams informed on market trends, program launches, and compliance updates relevant to the builder channel.Qualifications :
10 years in mortgage lending, builder partnerships, or business development leadershipDemonstrated ability to influence cross-functional teams and lead through a matrixed environmentDeep understanding of LMI / MMCT strategy, CRA / RESPA compliance, and affordable lending programsStrong presentation and communication skills with ability to represent the brand internal and externalProven experience in a strategic, execution-focused role with a track record of driving significant business growth.Exceptional communication, presentation, and negotiation skills.Demonstrated ability to build and maintain strong relationships at all levels, from field-level employees to C-suite executives.Proficiency of CRM software and Microsoft Office SuiteSelf-motivated, results oriented, and able to work independently in a fast-paced environmentWillingness to travel nationally (25-40%)General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.