Senior Manager, Mortgage Services - Calgary

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID ).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

As ATB’s next Senior Manager, Mortgage Services, you will lead a team of Mortgage Specialists within an assigned market area. As the Senior Manager, you bring a high level of credit proficiency with demonstrated knowledge and understanding of monitoring and auditing processes required to ensure compliance with credit policies, standards of sound business practices and regulatory requirements. In addition, you will be responsible for originating residential mortgages through the mortgage broker channel and developing business relationships as an established referral network.

Accountabilities

• Actively manage a team of Mortgage Specialists and Mortgage Administrators while continuously looking at the horizon for new trends and new ways to improve the customer experience.
• Provide sales leadership, coaching and mentoring to Mortgage Specialists through joint visits with Realtors/Builder Sales professionals focused on sales development activities, including educating mortgage specialists, personally demonstrating sales/credit skills, observing and coaching and providing feedback on successful sales activities and areas for improvement.
• Generate revenue and achieve individual, team and organizational goals, while also contributing to sales strategy by defining and implementing plans to achieve sales objectives.
• Establish and enhance ATB's presence and profile in the market area by participating in business and community activities.
• Actively demonstrate the Leaders ALL IN that reflects ATB’s shared mindset and declares our responsibility, along with an understanding around why we lead, how we lead, and what we achieve.
  
  

Observable Behaviours

Skills, experience & requirements

• A passion for relationship building and business development.
• Through professional curiosity, ask great questions and listen with intent toward identifying and truly understanding the issues, the impact of those issues to the organization in measurable terms, and the importance of solving issues now versus later.
• Well-versed in setting and managing expectations with prospects to exceed expectations.
• In-depth knowledge of business strategies, the concerns and challenges, customer acquisition and retention, and the financial metrics that matter.
• With a continuously changing/evolving environment surrounding EFS/ATB, stay abreast of what is current within ATB and within the Financial Industry but within the Mortgage & Broker industry as well.
  
  

Skills

• An influencer with strong consulting and communication skills; able to promote consistency of practice and employ flexibility in approach to serve local needs.
• Able to consult and think critically in order to effectively identify client needs, navigate complex matters and formulate recommendations for consideration and action.
• Expert ability to take complex information, concepts, and make it easy for customers and team members to understand.
• Recognized as an expert in their own area within the organization.
• Intuitive to customer’s needs.
  
  

Key Relationships

• Liaise with internal partners (EFS Branch Managers) and other branch team members to ensure optimal customer service is maintained at all times.
• Senior Leaders and internal partners of EFS/ATB.
• External partners (Realtors, Residential Builders and Mortgage Brokers, etc.)
  
  

Education And Experience

• Post Secondary degree in Business, marketing or equivalent related experience is required.
• Minimum 5 years consumer lending experience, preferably in the Mortgage and Broker area of business.
• Minimum of 8 years of financial services sales experience.
• Experience in financial planning, territory management, credit or mortgage brokering is preferred.
  
  

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn , Facebook and Instagram to learn more about what our team is up to.