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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage underwriting and business development, with a strong ability to build and maintain relationships with mortgage brokers. Proficient in conducting virtual meetings and presentations while leveraging technology to enhance sales processes and productivity.
Highest-signal resume keywords
Mortgage Underwriting ExpertiseBusiness Development SkillsSales Data AnalysisVirtual Meeting FacilitationRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales AcumenBusiness PlanningTerritory ManagementProblem-SolvingAnalytical Skills
Soft Skills
Strong Communication SkillsInterpersonal SkillsTime ManagementAdaptabilityCoachable
Tools & Technologies
Microsoft OfficeSalesforcePower BIAdobe Platforms
Industry Keywords
Mortgage BrokerageBanking IndustrySales ProcessClient ServicesCompliance
About the role
Key responsibilities & impact- Promote and educate mortgage brokers on Manulife Bank solutions
- Manage and deepen existing mortgage broker relationships
- Prospect for new mortgage broker relationships
- Conduct targeted call campaigns, virtual meetings, and professional telephone and email sales activities
- Develop, maintain, and expand internal and external relationships within a specified geographic territory
- Present Manulife Bank’s selling strategy through the sales education series
- Work with External Business Development Managers to identify candidates for the educational program
- Provide knowledge checks toward master status
- Develop, host, and present virtual meetings for assigned brokers
- Support brokers from pre-application through funding
- Support and manage National Desks to solicit mortgage deals
- Manage funding ratios with brokers in the portfolio
- Process referred and existing broker client deals
- Manage broker transitions to external BDMs after completion of education and achievement of volume or funded-deal targets
- Manage brokers transitioning back to internal support when they fall below external BDM thresholds
- Analyze broker production to identify relationships for termination
- Collaborate with Compliance, Client Services, Marketing, Events, Product, and other internal partners
- Organize daily tasks to achieve productivity metrics and support brokers and the sales region
- Leverage technology to create efficiencies within the territory and sales team
Requirements
What you’ll need- College or University degree in a related field
- Minimum 2 years of experience in the banking and mortgage brokerage industry
- Strong understanding of mortgage underwriting
- Experience conducting virtual meetings and presentations
- Ability to analyze sales data and reports
- Business planning and territory management skills
- Strong communication and interpersonal skills
- Ability to build and maintain relationships
- Strong passion for learning and development
- Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset
- Ability to persuade and negotiate through consultation and active listening
- Proven sales acumen, business development, and prospecting aptitude
- Experience executing a repeatable and measurable sales process
- Ability to provide underwriting expertise
- Strong time management and prioritization skills
- Effective communication, organization, and collaboration skills
- Initiative, positive influence, ability to thrive in a fast-paced environment, fast learning, and self-starting ability
- Flexibility and ability to adapt to change, changing priorities, and tight deadlines
- Strong problem-solving and analytical skills
- Ability to investigate problems without supervision
- Results-driven and team-oriented
- Coachable and receptive to feedback
- Willingness to learn and embrace continuous improvement
Benefits
Comp & perks- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short-term disability insurance
- Long-term disability insurance
- Life insurance
- AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays
- Vacation days
- Personal days
- Sick days
- Statutory leaves of absence
- Flexible work environment
- Learning and career growth opportunities
- Sales incentive programs
- Pay-for-performance compensation structure mentioned as a condition of comfort