Business Development Manager - MERIX
Remote / Online - Candidates ideally in
Calgary, Alberta, T3S, Canada
Listing for:
MCAP
Remote/Work from Home
position
Listed on 2026-01-03
Job specializations:
-
Sales
Business Development
-
Business
Business Development
Job Description & How to Apply Below
The Role
As a Business Development Manager at MCAP, you will be responsible for identifying, developing, and securing new business opportunities to drive revenue growth and expand market presence. You will leverage tools like Microsoft 365 and Salesforce to manage client relationships, track performance, and collaborate across departments. This role requires a strategic thinker with a strong sales acumen, excellent communication skills, and a passion for building long-term partnerships.
The Business Development Manager will be accountable for annual achievement of specific targets set at the beginning of each fiscal year. The primary focus is on funded volume with additional secondary targets based on other business unit priorities as set by the VP, Sales (. Funding Ratios).
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.
Relationship Management – Retain, Grow, & Acquire
Cultivate meaningful broker relationships through proactive support and communicationCross-functional Collaboration:
Work closely with marketing, product, and operations teams to align business development efforts with company objectivesCreate awareness of MERIX products with Mortgage Brokers by:Presenting to small or large groups selling value propositionPosition products and servicesIncrease results with existing MERIX Mortgage BrokersApply Know Your Client (KYC) principles to uncover broker needs and develop tailored strategic plansUtilize sales and marketing programs to add additional value to the broker relationship (. Mpoints loyalty program)Negotiate with brokers to gain a commitment on volume, funding ratios, and other metrics and follow-up for accountabilityIdentify new/potential Brokers/BrokeragesOn a frequent basis, contact potential new brokers and set up appointments to present MERIX’s value propositionInform and educate new brokers on products and programsEngage brokers with professionalism and strategic dialogue focused on market trends and business opportunitiesThe use of agendas for scheduled meetings, accompanied with broker score card and co-agent reporting10 – 12 meetings per week are required in this role with a mix of face-to-face and virtualMarketing
Design and execute territory-specific marketing initiatives tailored to local broker needs, market dynamics, and MERIX prioritiesShare relevant insights such as local housing trends, rate movement impacts, and “MERIX Did You Know?” updates to position MERIX as a strategic partnerLeverage Salesforce to track broker engagement, log outreach activities, and share timely, personalized updates.Represent MERIX at local industry events, networking sessions, and broker-hosted functions to build visibility and trustSupport brand presence at tradeshows by engaging attendeesPlanning
Develop an annual strategic territory and account planCreate a touch-point strategy to organize work week, meetings and presentationsIdentify the Broker’s business style and personal attributes in order to foster a strong working relationship with MERIXFollow up on leads in a timely manner in order to capitalize on the opportunity to increase our customer baseReporting and Administration
Update and maintain all broker information within SalesforceComplete full Know Your Client (KYC) profiles for all Submission Agents within SalesforceAssist in registration and changes of MERIX Broker/Brokerage profilesLog all daily activity in Salesforce - maintaining minimum levelsManage monthly expenses prudently to assist in growth of the businessWhat You Bring To The Team
Minimum 5 years sales experience – Financial Services preferredOR
Minimum 2 years mortgage underwriting experience Results orientedCreative and innovativeExceptional verbal and written communication skillsExcellent organizational and time-management skillsExcellent presentation skills – including virtualAbility to build meaningful and trusting relationships internally and externallyAbility to multi-task in a fast-paced environmentEffective negotiation and conflict resolution skillsStrong analytical and problem-solving skillsProficient with Microsoft 365 including Outlook and TeamsTech savvy, including use of video for communicationStrong customer service skillsSelf-driven, motivated with the ability to work independently and in a team environmentCarries out duties with integrity and takes responsibility for actions.Thorough knowledge of mortgage broker network and emerging industry trendsDeep understanding of mortgage lending principles, including high-ratio, conventional, refinance, and purchase transactionsAbility to interpret and communicate policy changes to brokers clearly and accuratelyExperience navigating underwriting guidelines and documentation requirementsUniversity DegreeAccredited Mortgage Professional (AMP, preferred) or courses to satisfy provincial regulatory requirements
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