First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law.
First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at *************@firstnational.ca should you need an accommodation at any point in the recruitment process.
Reporting To: Director, Regional Sales
Full-Time/Part-Time: Full-time
Posting Date: April 17, 2025
Closing Date: May 1, 2025
Hours of Work: 8:30 a.m. -- 5:00 p.m.
Office Location: 66 Toronto
Great location! Steps away from the main public transit station.
What we offer:
Highly competitive compensation package which includes, commission, base salary, bonus, benefits, and career advancement opportunities!
*Eligibility for benefits is dependent on the terms of employment.
The Opportunity
Excalibur department - The Business Development Manager is responsible for generating sales/volumes and servicing broker clients.
Sales and Service:
- Ensuresound 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.
- Adhere 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.
Working Environment and Physical Demands Analysis:
- 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.
The team you'll join:
Founded in 1988, First National is one of Canada's largest non-bank lenders. We provide residential mortgages exclusively through the mortgage broker channel and we are Canada's largest commercial mortgage lender.
First National has been consistently recognized as a great place to work and we are proud that our employee engagement feedback is higher than our industry partners.
We would like to thank all applications for their interest in this existing vacancy, but only candidates selected for an interview will be contacted.
