Business Development Manager, Mortgages Specialist
4 weeks ago
Come Build a Better Financial Future for Canadians.
About Neo Financial
At Neo Financial, we're building a more rewarding financial experience for Canadians. Our mission is to transform financial services for the better.
About the Role
We're looking for an experienced Business Development Manager to join our team. As a Business Development Manager, you will be responsible for identifying, initiating, and growing our mortgage referral relationships for our broker channel.
Main Responsibilities
- Contribute to the growth, strategy, and relationships of our new mortgages business.
- 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 plans.
- 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 Financial'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.
Requirements
- 3+ years of 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.
- 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.
What We Offer
Joining Neo Financial 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.
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