Broker Relationship Manager

6 days ago

Toronto, Ontario, Canada Scotiabank Full time

Requisition ID: 221160

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose of Job:

The Broker Relationship Manager is responsible for growing residential mortgage business from a designated portfolio of Mortgage Brokers. Within the SMA customer segmentation model (Achiever, Builder and Starter tiers of brokers), BRMs will focus their attention on assembling and growing a portfolio of Achiever brokers, developing relationships with and providing them with high levels of service including underwriting activities. BRMs will also assist the bank in meeting its targets with respect to cross selling other bank products to the mortgage customers.

Major Accountabilities:

  1. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  2. Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  3. Champions a high performance environment and contributes to an inclusive work environment.

Business Development: Within a defined geographic territory, promote growth of profitable residential mortgages through effective business development by:

  1. Managing existing relationships within a designated portfolio of Achiever Mortgage Brokers to ensure that the Bank earns a reputation for providing the highest level of prompt and attentive service in the industry.
  2. Developing new business relationships by prospecting for and attracting successful mortgage brokers who are not currently dealing with the bank at the Achiever level.
  3. Planning, scheduling and conducting sales/product and policy presentations and regular follow-up communications with key brokers.
  4. Developing a thorough knowledge of mortgage products, policies and procedures.
  5. Developing a thorough knowledge of the Bank's retail products, policies and procedures.
  6. Maintaining an in-depth knowledge of the pertinent real estate market, competitive innovations, as well as trends and developments.
  7. Representing the Bank at industry-related meetings and events.

Relationship Management: Build, manage and monitor ongoing relationships with the established portfolio of brokers to encourage growth in mortgage referrals by:

  1. Maintaining an appropriate level of regular contact with the established broker portfolio.
  2. Gathering and maintaining current information on each to optimize relationship building.
  3. Developing and tailoring customer service and sales activity specific to the needs of the targeted market.
  4. Providing support tools to assist brokers with their client interactions.
  5. Tracking and monitoring broker performance for improvement.

Underwriting: Contribute to the effective processing and approval of mortgage applications by:

  1. Effectively communicating Bank lending policy and procedures to brokers.
  2. Determining and obtaining all pertinent credit information.
  3. Accurately reviewing and correcting data electronically supplied by Achiever Brokers.
  4. Within a designated discretionary limit for mortgage applications, approve or decline mortgage transactions.
  5. Issuing and following-up on commitments.
  6. Ordering and reviewing appraisals for conventional mortgages.

Customer On-Boarding/Cross-sell facilitation: Facilitate the development of customer acquisition and associated cross-sell opportunities by:

  1. Ensuring Mortgage Brokers are familiar with the Bank's Cross-sell program.
  2. Conducting meetings with Achiever Brokers regarding partnering with SMA.

Ensure the delivery of a high standard of customer service and foster overall customer satisfaction by:

  1. Facilitating prompt turnaround times and ensuring accuracy, courtesy and knowledgeable service.
  2. Maintaining the confidentiality of Bank and customer information.

Education/Work Experience/Designations:

  1. Extensive experience in residential mortgage underwriting.
  2. Knowledge of and experience in dealing with mortgages generated by Mortgage Brokers.
  3. Expert knowledge of Bank mortgage products.
  4. Proven interpersonal and communication skills.
  5. Sound organizational skills with ability to prioritize.
  6. Thorough knowledge of the pertinent Real Estate market.

Dimensions:

  1. The candidate will be expected to develop a portfolio of a size which will permit them to consistently cover their target level of funding after 6 months on the job.
  2. Mortgage brokers in the portfolio should meet the requirements of Achiever status.

Working Conditions:

The candidate will work from home and will provide a suitable space to conduct business without distraction.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.

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