Broker Relationship Manager and Underwriter

4 days ago

Etobicoke, Canada IC Savings Full time

**Company Overview**

**Job Overview**

The role may, at the Management’s discretion, earn credit limits based on merits of the incumbent in the role. Details of limits will be outlined in a separate Letter of Authority.

**Major Duties & Responsibilities**

Credit Origination & Business Development:

- Develop and strengthen internal and external relationships in a sales culture environment through networking/marketing with brokers, members (clients), consultants, lawyers and represent Company at various industry related functions.
- Ensure regular contact with Mortgage Brokers. This may include visits and presentations at the Mortgage Brokers office. The regular contact is an important part of deepening existing, and building new business relationships, that build loyalty to the company.
- Actively promote sale of existing lending products, up-sell and cross-sell IC Savings’ full range of lending solutions with a focus on residential mortgages.
- Introduce and train broker community on new mortgage offerings.
- Actively participate in all IC Savings’ campaigns and promotions and champion the organization’s sales-oriented culture.
- Represent IC Savings in the community, as directed by the manager, including Memberships in CAAMP and IMBA and attending Trade Shows and seminars available through these associations.
- Maintain both a high, personal profile and the reputation of IC Savings as the financial institution of choice amongst the Mortgage Broker community.

Credit Review, Analysis and Recommendation:

- Maintain minimum funded volumes as assigned by your manager.
- Maintain sufficient sales call volumes to Mortgage Brokers and Agents to sustain your Target volumes.
- Effectively interact with, Solicitors, Mortgage Administration and Funding staff to ensure proper workflow and funding procedures.
- In the event that Credit Limits have been issued, refer to the Letter of Authority that has been approved by IC Savings.
- Underwrite and maintain refinancing deals referred by the retention team.
- Underwrite and maintain branch deals.
- Underwrite, maintain, and build files for bulk purchases for third parties.

Other Functions:

- Keep up with the latest industry knowledge, competition, and market trends.
- With assistance of the manager, create marketing plan that will assist in achieving targets.
- Work in collaboration with the team to ensure targets are being met.
- Provide weekly detailed Status Reports to Management.
- Work with the VP Business Development on marketing and business development initiatives.
- Support special project including reviewing/adjudicating portfolios acquired from other originators.
- Other duties as assigned.

**Skill & Knowledge Requirements**
- Minimum 10 years plus of residential mortgage underwriting experience in the banking industry.
- Completion of post-secondary education in combination with relevant mortgage underwriting experience and job-related courses/education.
- Self-starter, self-motivated, creative and entrepreneurial with solid interpersonal & communication skills and an ability to work within a team environment.
- Strong English written & oral communication skills; excellent phone etiquette; proficiency in other languages an asset.
- Existing broker relationships preferred.
- Strong computer skills in Word, Excel, and Outlook.
- High degree of numerical competency.
- Strong focus on customer service excellence, organization, attention to detail and sense of urgency; ability to prioritize and meet deadlines.
- Valid driver’s license with good driving record and access to reliable vehicle on a regular basis.

**Working Conditions/Physical Effort**
- Core business hours: ability to work extended hours, if required.
- Professional, team-oriented office environment.
- The physical demands are representative of those that must be met by being able to successfully perform the essential functions of the job; these include, but are not limited to sitting, driving, considerable use of computer and phone.
- Ability to visit various mortgage broker offices and attend job related trade shows and events across the GTA.
- Ability to work onsite at all IC Savings locations.

**Miscellaneous**

For the purpose of marketing presence in the Broker Community this job title can be referred to as Mortgage Development Manager.

**How to Apply**

If you think you have what it takes to be a successful member of our team, please forward your resumé.

At IC Savings, we are committed to accommodating people with disabilities as part of our hiring process. If you have special requirements, please advise us during the recruitment process. All submissions are confidential.
- We thank you in advance for taking the time to review our posting. If you have been selected for an interview, we will be in touch._

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-

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