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Business Development Manager
MCAP
- Vancouver, British Columbia, Canada
- Vancouver, British Columbia, Canada
About
This role will work primarily out of a remote home office with travel required to broker offices and industry events. BDMs must possess a valid driver's license at all times.
Territory: Interior British Columbia and the Greater Vancouver Area
Relationship Management – Retain, Grow, & Acquire
Cultivate meaningful broker relationships through proactive support and communication
Cross-functional Collaboration: Work closely with marketing, product, and operations teams to align business development efforts with company objectives
Create awareness of MCAP products with Mortgage Brokers by:
Presenting to small or large groups selling value proposition
Position products and services
Increase results with existing MCAP Mortgage Brokers
Apply Know Your Client (KYC) principles to uncover broker needs and develop tailored strategic plans
Utilize sales and marketing programs to add additional value to the broker relationship (i.e. Mpoints loyalty program)
Negotiate with brokers to gain a commitment on volume, funding ratios, and other metrics and follow-up for accountability
Identify new/potential Brokers/Brokerages
On a frequent basis, contact potential new brokers and set up appointments to present MCAP's value proposition
Inform and educate new brokers on products and programs
Engage brokers with professionalism and strategic dialogue focused on market trends and business opportunities
The use of agendas for scheduled meetings, accompanied with broker score card and co-agent reporting
10 – 12 meetings per week are required in this role with a mix of face-to-face and virtual
Marketing
Design and execute territory-specific marketing initiatives tailored to local broker needs, market dynamics, and MCAP priorities
Share relevant insights such as local housing trends, rate movement impacts, and "MCAP Did You Know?" updates to position MCAP as a strategic partner
Leverage Salesforce to track broker engagement, log outreach activities, and share timely, personalized updates.
Represent MCAP at local industry events, networking sessions, and broker-hosted functions to build visibility and trust
Support brand presence at tradeshows by engaging attendees
Planning
Develop an annual strategic territory and account plan
Create a touch-point strategy to organize work week, meetings and presentations
Identify the Broker's business style and personal attributes in order to foster a strong working relationship with MCAP
Follow up on leads in a timely manner in order to capitalize on the opportunity to increase our customer base
Reporting and Administration
Update and maintain all broker information within Salesforce
Complete full Know Your Client (KYC) profiles for all Submission Agents within Salesforce
Assist in registration and changes of MCAP Broker/Brokerage profiles
Log all daily activity in Salesforce - maintaining minimum levels
Manage monthly expenses prudently to assist in growth of the business
What You Bring To The Team
Minimum 5 years sales experience – Financial Services preferred
OR
Minimum 2 years mortgage underwriting experience
Results oriented
Creative and innovative
Exceptional verbal and written communication skills
Excellent organizational and time-management skills
Excellent presentation skills – including virtual
Ability to build meaningful and trusting relationships internally and externally
Ability to multi-task in a fast-paced environment
Effective negotiation and conflict resolution skills
Strong analytical and problem-solving skills
Proficient with Microsoft 365 including Outlook and Teams
Tech savvy, including use of video for communication
Strong customer service skills
Self-driven, motivated with the ability to work independently and in a team environment
Carries out duties with integrity and takes responsibility for actions.
Thorough knowledge of mortgage broker network and emerging industry trends
Deep understanding of mortgage lending principles, including high-ratio, conventional, refinance, and purchase transactions
Ability to interpret and communicate policy changes to brokers clearly and accurately
Experience navigating underwriting guidelines and documentation requirements
University Degree
Accredited Mortgage Professional (AMP, preferred) or courses to satisfy provincial regulatory requirements
BCFSA mortgage broker license required
If this sounds like you and you are looking to be a part of one of Canada's largest independent mortgage finance companies, then we want to hear from you
Languages
- English
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