Business Development Manager, Mortgages

4 weeks ago

Vancouver, British Columbia, Canada Neo Financial Full time

Come Build a Better Financial Future for all Canadians

At Neo, we're building a more rewarding financial experience for all Canadians.

Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone.

From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and purpose.

Since being founded in 2019, Neo has built incredible traction and is one of the fastest growing fintechs in Canada.

  • LinkedIn's Top Startup in Canada for 2022 and 2023
  • Top-ranked mobile apps and credit cards
  • Canada's top-rated credit card
  • Team of 700+ people
  • 1M+ customers in 3 years
  • 11K+ retail partners

High Performance at Neo

We recruit, hire, and build our company culture around these attributes:

Teamwork: We trust, respect, encourage, and show up for each other — through good times and hard. We're on this mission not just for ourselves, but also for the people we work with — and ultimately, for our customers.

Ownership: We all have a stake in Neo's success — so we go out of our way to do what needs to get done. We hold ourselves accountable to deliver on our commitments — to our customers, to our partners, and to our team. When we fall short, we find a way to do better in the future.

Professional Integrity: We're asking millions of Canadians to trust us with their hard-earned money — so we hold ourselves (and each other) to the highest standards of integrity.

The Role

We're building a team of experienced and motivated Business Development Managers who possess an entrepreneurial mindset with a keen desire to be part of building Neo's mortgage product offering. As a Business Development Manager you will be responsible for identifying, initiating, and growing our mortgage referral relationships for our broker channel. This role will work collaboratively across teams to drive new business, maintain broker relationships and execute strategy plans in alignment with the business objectives.

What you'll be doing:

  • Contribute to the growth, strategy and, relationships of our new mortgages business
  • Continuously drive an increase in overall broker and portfolio volumes through the broker channel, including developing and executing on the go to market strategies and performance management plan
  • Build business relationships with Brokers by establishing new connections and tapping into your existing network to increase our current portfolio
  • Manage and nurture existing relationships by providing unparalleled support and guidance
  • Educate and train both new and existing Brokers on our products and services while selling the vision of Neo's mission
  • Create and execute sales marketing plans in relation to volume forecasting, revenue growth, quarterly and annual goals, and developing new target market initiatives
  • Maintain and improve broker funding ratios
  • Analyze your portfolio to determine high, medium, and low performing brokerages and take necessary actions against each to improve performance
  • Liaise between underwriting and brokers to ensure clear, concise, and prompt communication to maintain quality service levels
  • Attend various and relevant networking events within your region
  • Maintain and adhere to relevant lending guidelines and AML requirements
  • Work with senior leaders to drive sales productivity, execute roadmap initiatives and help streamline the underwriting process using technology and best-in-class processes and training

Who we are looking for:

  • 3+ years experience as a Business Development Manager in the Mortgage Industry
  • Previous experience in Mortgages is required
  • Strong background in Prime Insured, Insurable and Prime Conventional credit
  • Comprehensive and strong relationships with Mortgage Brokers within British Columbia
  • A driven, self starter with a proven ability to build from the ground up and make informed decisions that best serve the business
  • An adaptable team player who thrives in a fast paced, collaborative work environment
  • Have strong written and oral communication and presentation skills
  • Strong sales acumen with excellent communication and interpersonal skills
  • Strong background in residential mortgage credit considered an asset.

Working at Neo

Joining Neo means betting on yourself and discovering your full potential. As individuals and as a team, we continually challenge ourselves and each other to do our best work. We're making change happen at a rapid pace — providing endless opportunities to sharpen your skills, expand your knowledge, and find new solutions to complex problems. That means rapid career progression and constant learning opportunities.

The people who thrive at Neo are resourceful, relentless, and want to win. We hold ourselves to high standards, because we're on a mission that matters — to transform financial services for the better. If that's what you're looking for, read on.

We trust, respect, and show up for each other. That means truthful conversations, frequent feedback, and working with people who push you to be your best. We're evolving quickly as an organization, we work together in person, and the pace of progress isn't for everyone. That's why we're looking for change-makers who love a challenge — who would rather blaze a trail through uncertainty than travel a well-paved road.

Our team members earn meaningful equity in the company through stock options — so Neo's growth benefits everyone who helps make it happen. That also means taking on more responsibility than you may have had at your last job. We don't get hung up on job titles or hierarchy — we're focused on doing what it takes to accomplish our mission.

Check out these videos from our employees to learn more about Working at Neo.

Apply with Us

We believe in equal opportunity, and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

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