Job Description
We’re looking for a talented, experienced Brokerage Relationship Manager. Are you looking to help shape the future of private lending in Canada?
Are you someone who is driven, has a passion for Mortgages and a knack for building professional relationships? Do you thrive in a fast-paced, dynamic team environment? CMI Financial Group (CMI) is looking for a [job title] to join our growing team.
About CMI
CMI Financial Group (CMI) is an award-winning leader in the Canadian non-bank financial services market. Our four interrelated companies work collectively to originate, underwrite, fund and service private mortgages end-to-end for mortgage brokers and investors. CMI is one of Canada’s fastest-growing companies and a leader in private mortgage lending and investment solutions with more than $2 billion in lifetime fundings. Our mission is to revolutionize the private market by delivering innovative products and exceptional service. Our workplace culture thrives on the values of inclusivity, innovation and collaboration.
Opportunity Summary
Reporting to the Director of Underwriting, the
Brokerage Relationship Manager
will generate and maintain strong relationships with brokers, business development officers, lenders, referral partners and other relevant firms help to grow CMI’s industry profile and share of the non-bank financial services market. With a focus on managing and nurturing relationships to increase overall revenue and opportunity volume, you will successfully generate private loan opportunities from brokerages.
Responsibilities
Support each business unit with training, user guides, manuals, procedures and job aids
Work with department heads or SMEs to manage revisions to procedures and/or policies in accordance with changes being implemented
Identify areas of training deficit via incidence reporting through the IT Triage board or interaction with users directly
Quickly obtain a deep understanding of business processes to uncover areas of improvement and create efficiency in processes
Collaborate with Business Analysts on pending projects to develop a deep understanding of the requirements and expected outcomes
Applying knowledge and understanding of business processes, represent business users in testing scenarios and identify design gaps in projects
Conduct webinars and one-on-one sessions to disseminate information
Develop an overall continuous learning strategy to help users stay up to date and confident in the system
Monitor the IT incident boards to collect and analyze data to evaluate effectiveness
Balance the depth of changes being implemented with the demands of the training to avoid time wastage
Apply various learning modalities, specifically for remote environments, and adapt to users’ strengths to achieve learning objectives
Find ways to creatively connect the learning material to the users so that they achieve quick and thorough understanding
Qualifications
Bachelor’s degree in appropriate field of study or equivalent work experience
7+ years of proven experience in an analytics and process development capacity
Proven analytical and research abilities with excellent data visualization skills
Excellent communication skills with the ability to translate data into insights
Strong understanding of data-originated solutions
Competency in user experience, journey mapping, workflow creation
Skills in Microsoft Suite products: Excel, Word, SharePoint, Teams, Visio, Project, Outlook, etc.
SQL knowledge, experience with MySQL strongly preferred
Technical writing skills are strongly preferred
Experience with customer service, CSR training, mortgage originations, lending, insurance, or some other kinds of business which has a clearly defined, multi-step process flow with many variables
Please submit your application using the apply button. Applications will be reviewed on an ongoing basis and the position will remain open until it is filled. We thank all applicants for their applications, however, only those selected for an interview will be contacted.
At CMI Financial Group, we are on a mission to continue to shape the private mortgage lending market by delivering innovative products and exceptional service through our unwavering commitment to our core values: Integrity. Excellence. Results. We are driven by a collective focus on the value of teamwork, as such, we ask for your help in continuing to diversify our viewpoints by encouraging applications from all individuals, including but not limited to women, persons with disabilities, racialized persons/visible minorities, and Indigenous peoples.
If you require accommodation at any point throughout the recruitment process, please contact a member of the HR team through email at hr [at] thecmigroup [dot] ca or by phoning the recruitment lead for this position directly at – 1-888-465-1432 ext. 784. Please only use this number for accommodation requests.
Kindly note that our office operates remotely, therefore all interviews are conducted either by phone or a video conferencing platform.
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