Mortgage Jobs – Paradigm Quest Inc.: Corporate Account Manager
Company:Paradigm Quest Inc.
Position Title: Corporate Account Manager Years of Experience: 5+ in mortgage sales industry Licenses Required: None City of Position: Toronto, ON (Downtown) How should candidates contact us: firstname.lastname@example.org
Corporate Account Manager
The primary customer relationship manager with Private Label (PL) accounts, both at the Head Office level and the individual Broker. Key responsibilities of this position include: developing and implementing sales strategies, programs and promotions, providing educational support via presentations, seminars, webinars and conference calls, attending corporate sponsored events and trade shows and communicating with all levels of PL teams.
Role Specific Accountabilities:
Include but are not limited to the following:
Increase Sales Results
Promote the Private Label Brands, products and value propositions to Brokers
Educate Brokers on products, policies, rates and profitable business practices
Develop and Implement an effective on-boarding process for all new Brokers
Perform sales activities in a professional and proactive manner, while maintaining the Business Code of Ethics and meeting or exceeding targets.
Implement a disciplined call program to reach customers
Provide results, program updates and improvement recommendations to Private Label Head Offices
Influence Operational Efficiency
Educate and coach Brokers on required process flow, product rules and documentation requirements
Review the Pipeline reports to manage funding ratios and 10 day prior, look for opportunities to coach brokers and highlight trends to management.
Provide stats to PL Head Offices on frequent offenders to be managed
Educate Clients on the Private Label Products, tools and processes for an efficient business experience while fostering repeat business.
Identify significant customer concerns, issues, suggestions about our process inefficiencies and provide this feedback at team meetings
Proactively seek out new PL brands
Monitor Industry trends to identify opportunities for developing new products and services
Develop a complete marketing package for existing and potential clients highlighting the products of Private Label
Continuously communicate with Underwriting and Service teams to provide Broker feedback and identify trends
Ensure an appropriate communication process is in place to facilitate sharing of information with all PL clients
Encourage open line of communication with broker in order to assist in resolving any issues or concerns immediately
Provide updated information about Private Label products, policy, service, processes and rates in a timely manner
Educational /Technical Experience:
University/College degree in Business, Marketing, or related field preferred
5+ years in mortgage sales industry
In depth knowledge of the Canadian Mortgage Industry
Proficient in Microsoft Word, Excel, PowerPoint and use of Internet
A track record of successful business development
Excellent written and oral communication skills
Well developed presentation/interactive skills.
Excellent Relationship Management Skills
Advanced selling skills, which includes the capacity to listen and communicate effectively
Ability to identify, summarize and communicate critical market information
Demonstrated innovation and creativity to address individual customer needs
Ability to work independently and as a team player
Excellent organizational skills and analytical skills
Sense of humour
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