Description:
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
The 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