The Opportunity Excalibur department - The Business Development Manager is responsible for generating sales / volumes and servicing broker clients.
Sales and Service:- Ensure sound knowledge of First National products, services and technologies as well as competitor's products
- Identify and build long term broker relationships, increase broker and overall portfolio volumes, and continuously develop new contacts and volume sources from the broker community
- Educate and market both existing and new broker clients on company products and services through various mediums and ensure broker clients always have up-to-date marketing packages and brochures
- Communicate, educate and sell the benefits of First National to broker clients i.e. what makes the company different, benefits of the company's innovative technology
- Create email marketing plans to attract and build new business
- Assist in maintaining and improving assigned broker Funding Ratios
- Work with brokers to compile broker profiles and co-develop business plans
- Analyze portfolio identifying brokers as high, medium and low producers and create specific sales strategies for each segment
- Liaise with the broker and underwriting teams to maintain a comfort level on any service or underwriting issues that may arise
- Manage within assigned budgets
- Attend various networking events throughout the region inside and outside of normal working hours
- Complete special projects and duties as assigned
- Adheres to policies/procedures to ensure AML requirements are met, when applicable
Reporting:- Prepare weekly sales logs and appointment schedules with corresponding narrative regarding broker client visits
- Compile detailed expense and mileage reports
- Prepare quarterly and annual business plans
- Attend weekly conference calls with Senior Management to converse on volumes, trends, industry news, issues and strategies
Requirements Needed:- Good organizational, project management and multi-tasking skills
- Competency in Microsoft Office; capacity to learn new technologies/systems
- Excellent communication, presentation and negotiation skills
- Proven ability to handle difficult customer situations to maintain customer satisfaction and loyalty
- Ability to work independently and in a team environment
- Excellent customer service skills, with a high aptitude for building client relationships
- Ability to demonstrate initiative, confidence and resilience in everyday situations
- University degree preferred, with a focus on Sales or Business and/or equivalent work experience
- Minimum of two years' experience in the mortgage industry
- Must have a valid driving license.
Working Environment and Physical Demands Analysis:- Office environment
- Periods of high volume with tight timelines
- Long periods of stationary position/sitting
- Prolonged periods of repetitive movement (i.e. using a keyboard and mouse)
- Long periods of time in viewing a computer screen
- Multi-tasking may include speaking to customers on a telephone call while looking up information on a computer program.
- Travel requirements (Note: If there is any type of travel required as part of the role, note the type of travel required (frequency, length of trips, length of travel, distance (i.e. travel outside of Ontario at least monthly, to attend client meetings and industry events)
Why join First National?- Competitive Compensation
- Comprehensive benefits program (i.e., Health Spending Account, Maternity and Parental Leave Top Up)
- Hybrid working environment
- Extensive training programs to set our employees up for success
- Modern office environment conducive to collaboration
- Supportive teamwork culture
- Opportunities to give back to the communities and work through events focused on a variety of charities
- Ongoing social events throughout the year
