Job Overview
This leadership role involves leading a team of Relationship Managers to support and grow high-performing broker partners. The ideal candidate will have experience in sales, credit, or relationship management leadership within the third-party distribution, mortgage broking, or financial services sector.
About the Role
The Active Broker Retention & Quality Sales Leader is responsible for maintaining and deepening relationships with loyal broker advocates by ensuring they receive fast, responsive, and consistent support across product, process, credit, and service delivery.
The role focuses on submission quality and compliance, ensuring that volumes originated through the active broker cohort meet internal standards. This enables operational and credit teams to deliver efficient turnaround times and exceptional broker experiences.
The Sales Leader works closely with the Broker Activation Sales Leader to build credit policy and process capability across the broader sales team. They also contribute strategic insight to inform broker communications, training, marketing, and enhancements to product, process, and credit policy.
In addition, the role involves targeted coaching, performance improvement, and management to ensure the RM team delivers consistent value to brokers. The Sales Leader aligns with the organization's service promise and contributes to sustainable channel growth while reinforcing the company's values, culture, and behavioral expectations.
Key Responsibilities
* Maintaining and deepening relationships with loyal broker advocates
* Ensuring submission quality and compliance
* Building credit policy and process capability
* Contributing strategic insight to inform broker communications
* Delivering consistent value to brokers
Requirements
To be successful in this role, you will need:
* Minimum 3 years' experience in sales, credit, or relationship management leadership
* Demonstrated success leading remote teams and delivering outcomes through high-value broker relationships
* Proven experience coaching others in credit policy, submission quality, and compliance standards
* Strong understanding of broker behaviors, relationship management, and portfolio growth strategies
* Skill in interpreting pipeline data, credit trends, and broker engagement metrics to drive performance improvement
* Experience building cross-functional relationships across credit, settlements, operations, and compliance
Benefits
We offer professional development programs, leadership training, and the tools you need to succeed. Our collaborative and customer-focused culture empowers you to thrive and make a real impact.
We celebrate diversity and are committed to creating an inclusive work environment for everyone. All applicants will be considered for employment regardless of their race, religion, gender identity, sexual orientation, age, or disability.