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Mortgage Solutions Expert

1 week ago


Barrie, Ontario, Canada National Bank Full time

About the Role

We are seeking a skilled Mortgage Development Manager to join our team.

As a Mortgage Development Manager, you will be responsible for helping Personal Banking clients with an important life project: buying a home.

You will interact with both internal National Bank partners and external partners in the real estate industry to develop your client base and identify residential financing strategies that fit their needs.

Your market is the Barrie Ontario and surrounding area.

Key Responsibilities

  • Help clients develop residential financing strategies for purchase, mortgage pre-approval and external refinancing transactions
  • Identify clients' financial needs and refer them to your expert colleagues for their specialized needs
  • Establish and maintain a lasting relationship with external real estate partners (e.g., realtors and builders) by keeping them up to date on the solutions we offer
  • Communicate and work closely with internal partners to take charge of or refer clients and increase client retention
  • Organize and/or participate in business development activities and events
  • Rigorously apply the established processes and procedures and ensure compliance and risk management rules in effect are followed
  • Continuously develop and update your knowledge of National Bank mortgage solutions and changes in the mortgage market

Requirements

  • Bachelor's degree in a related field and 1 year of relevant experience or college diploma and 3 years of relevant experience
  • Business development experience
  • Ability to work with business development objectives and a 100% commission-based salary
  • Excellent interpersonal skills and the ability to manage different stakeholders (both internal and external)
  • Knowledge of mortgage credit solutions and financing products