Personal Mortgage Consultant
Manulife
- Ontario
- Permanent
- Full-time
- Understand and present our selling strategy to mortgage brokers through our Manulife Bank sales education series
- Work with External Business Development Managers (BDM) to determine ideal candidates for the educational program
- Provide knowledge checks along the way to master status
- Develop, host and present virtual meetings for all brokers on your list
- Support the broker through the entire process from pre-application to funding
- Provide support and management to National Desks to solicit mortgage deals
- Manage funding ratios with brokers in their portfolio
- Process referred and existing broker client deals.
- Handle the transition of mortgage brokers to the external BDM upon successful completion of the educational series and achievement of a volume threshold or target # of funded deals.
- You will also manage the transition of mortgage brokers who fall below the required threshold for external BDM support to your support.
- Complete analysis of the mortgage brokers to identify who should be terminated from the relationship with Manulife Bank based on production.
- Build relationships and collaborate with key partners across the organization to facilitate Mortgage Broker requests (i.e. Compliance, Client Services, Marketing, Events, Product, etc.)
- Handle and organize your daily tasks effectively to achieve productivity metrics in a way that best supports mortgage brokers and the sales region as a whole
- Leverage technology to create efficiencies within your territory and overall sales team
- Demonstrated ability to persuade and negotiate through consultation and active listening skills
- Proven sales acumen, business development and prospecting proficiency
- Execution of a repeatable and measurable sales process
- Ability to provide underwriting expertise
- Able to cultivate strong relationships with both clients and internal partners
- Has strong time management skills and the ability to prioritize
- Demonstrates effective communication, organization and collaboration
- Takes initiative, is a positive influence and thrives in a fast-paced work environment – a fast learner and self-starter with a strong desire to win
- Is flexible and able to adapt to change, including changing priorities and tight deadlines
- Has strong problem-solving and analytical skills; ability to investigate problems without supervision
- Is results driven and team oriented
- Comfortable with pay-for-performance compensation structure
- Coachable: Being receptive to feedback, willing to learn, embracing continuous improvement
- College or University degree in a related field
- Minimum 2 years experience in the banking and mortgage brokerage industry
- Strong understanding of mortgage underwriting
- Experience conducting virtual meetings and presentations
- Experience with Salesforce.com is preferred
- Familiarity with Microsoft Office, including intermediate level of expertise using Excel
- Achieve specific # of funded deals and volume targets
- Limited travel may be required
- Outstanding compensation & benefits package (some examples include: Share Purchase Plan, Health and Dental coverage, Education/Career support and a paid Volunteer Day each year)
- Grow your career at Manulife in roles in our Banking, Insurance, Marketing and Asset Management areas