Mortgage Career: Paradigm Quest – Corporate Account Manager


Company: Paradigm Quest Inc.
Position Title: Corporate Account Manager
Years of Experience Required: 5+ in the mortgage sales
Licences or Registrations Required: No
Location of Position: Toronto, Ontario
Applicants may contact:

Corporate Account Manager

WHO WE ARE: Paradigm is an innovative,
flexible, leading-edge Business Process Outsourcing (BPO) company. As Canada’s
leading mortgage outsourcing company, Paradigm’s mandate is to enable new and
existing lenders with a cost effective mortgage operation solution that can
quickly respond to market conditions, lead the market in innovation and
ultimately provide mortgage consumers with great choice, vastly improving their
mortgage experience.

Paradigm is committed to open and honest communication with our
staff.  We believe by being transparent,
truthful and sincere, we can serve each other and our clients with integrity. Our culture can be summed up in one
word: family.  We work hard at creating an exceptional
professional family here at Paradigm and do not take it for granted.  Every initiative, new hire, company event and
daily activities are focused on maintaining and fostering our Paradigm family
because we know that our employees are undoubtedly the key to our success.

THE OPPORTUNITY: This is 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

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


Strategic Initiatives

  • 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
  • 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


Personal Requirements:

  • A track record of successful business development
  • Excellent Relationship Management
  • Excellent written and
    oral communication skills
  • Well-developed presentation/interactive 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
  • Detail oriented
  • Sense of humour


If you are
interested in this challenge, please forward your resume to

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