Business Development Manager, Mortgage Broker Channel

This is a fully remote position, open to applicants in Canada.

📋 Description

• Develop and enhance a residential mortgage portfolio while expanding market share through sales and service to external mortgage brokers.

• Seek out new broker relationships and nurture existing ones within a designated geographical area.

• Establish referral sources by building connections with brokerages, broker franchises, and sub-brokers.

• Elevate the visibility of Tru Cooperative Bank and regional brands by engaging in external activities, trade shows, and related events.

• Effectively communicate product offerings, processes, and expectations to mortgage brokers.

• Collaborate with mortgage underwriters, credit services, branches, and various teams.

• Monitor brokerage funding volumes and efficiencies.

• Recommend the initiation or termination of broker relationships as necessary.

• Analyze business data, make informed decisions, and develop business plans.

• Prepare weekly sales logs and appointment schedules including narratives about broker interactions, training sessions, and site visits.

• Collect and share competitive intelligence to assist in product pricing strategies.

• Suggest modifications to products, policies, and industry regulations.

• Present at or engage in training sessions, industry trade shows, and special events.

• Report to the Director of Mortgage Business Development.

⛳️ Requirements

• A Bachelor’s degree is required or an equivalent combination of education and experience.

• 3–4+ years of relevant industry experience is required.

• Experience in mortgage broker relationship management or mortgage specialist management is preferred.

• Excellent interpersonal skills are essential.

• Strong verbal and written communication skills are necessary.

• Comfort with public speaking is a must.

• Must be self-directed and highly organized.

• Proficiency in Microsoft Office and banking software programs is required.

• Demonstrated business development, relationship-building, and sales skills are essential.

• Agile time management skills with the ability to multitask are crucial.

• Ability to adhere to policies and procedures and demonstrate ownership of risk.

• Willingness and ability to travel overnight multiple times per month is required.

• Ability to undergo employment verification, credit checks, and criminal record checks if considered.

🏝️ Benefits

• Mental health coverage and resources.

• Customizable health benefits.

• Topped-up parental leave.

• Performance-based compensation.

• Employee banking advantages.

• Group RRSP matching.

• Vacation time.

• Flexible work arrangements.

• Paid time off to volunteer.

• Award-winning in-house training programs.

• Access to LinkedIn Learning.

• Reimbursement for external courses.