Broker Business Development Specialist
About The Position
As a Broker Business Development Specialist, you will support the design, delivery, and monitoring of the broker channel strategy. This role involves coordinating day-to-day broker operations, managing broker agreements and documentation, and ensuring timely processing of transactions. You will collaborate with internal teams to enhance broker experiences, build strong relationships, and act as a key point of contact for broker contract negotiation and program updates. The position also supports broker recognition, engagement, and education initiatives, gathers feedback for program improvement, and monitors performance metrics. You will analyze sales data, identify trends, and support presentations for leadership. Ensuring adherence to policies and compliance standards, identifying risks, and supporting training efforts are also key responsibilities. Additionally, you will provide strategic insight to the executive team on pricing and marketing, and assist with planning strategic activities for the broker program.
Requirements
- Post secondary education with emphasis in business, Finance, or a related discipline (or equivalent work experience)
- Five to seven years of experience in financial services, preferably in mortgage, lending, or broker services
- Five years of proven management or supervisory experience
- Five years of sales, service and administration experience
- Five years of proven business development
- Accredited Mortgage Professional Designation or equivalent
- Willingness to complete additional educational components
Responsibilities
- Support in the design, delivery, and monitoring of the broker channel strategy
- Coordinate day-to-day broker operations, including broker onboarding, communication, and issue resolution
- Assist in managing broker agreements, documentation, compliance checks, and reporting
- Ensure timely and accurate processing of broker-related transactions and referrals
- Collaborate with credit, underwriting, and branch teams to facilitate smooth workflows and enhance broker experiences
- Build and maintain strong relationships with brokers and internal stakeholders
- Act as a key point of contact for broker contract negotiation, escalations, and program updates
- Support the execution of broker recognition, engagement, and education initiatives including webinars and trade shows as applicable
- Gather feedback from brokers to identify opportunities for program improvement and innovation
- Monitor performance metrics and meet with key broker relationships to review broker reports on broker productivity, conversion rates, and program growth
- Analyze sales data to identify trends and opportunities to improve broker performance and profitability
- Identify referrals to strengthen share of wallet with broker members
- Support the preparation of presentations and performance summaries for leadership reviews
- Ensure adherence to all internal policies, regulatory requirements, and compliance standards
- Identify and escalate potential risks or irregularities within broker activities
- Support training and communication efforts related to compliance updates and product changes
- Provide strategic insight to Kawartha Executive team collaborating on pricing and marketing efforts
- Assist with planning strategic activities to meet corporate goals for the broker program and conduct service meetings with staff regarding broker relationships
Benefits
- Guaranteed living wage
- Generous vacation time
- Comprehensive medical and dental benefits
- Pension Plan
- Focus on employee well-being
- Dedication to your learning and development
- Employee recognition program
- Supportive work environment
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
