Mortgage Specialist, Refinance

3 weeks ago

Toronto ON, Canada First National Financial LP Full time

Posted Thursday, February 29, 2024 at 5:00 AM | Expires Friday, March 29, 2024 at 3:59 AM

Working together to be our best

First National is Canada’s largest non-bank lender, originating and servicing both commercial and residential mortgages since 1988. Over the past thirty years, we have been committed to hiring the best and brightest with over 1,000 proud team members. Through cooperation, ongoing coaching, development opportunities and a culture that celebrates both hard work and teamwork, First National team members are supported to lead, learn and grow.

If you are ready to join First National’s dynamic team, while working hard and having fun doing it, we invite you to apply online and let us know how you can be part of our success story.

Reporting To:

Manager, Internal Sales

Full-Time/Part- Time:

Full-time

Posting Date:

February 29, 2024

Closing Date:

March 28, 2024

Hours of Work:

8:30 a.m. – 5:00 p.m. (with exception of one day a week: 11:30 a.m. – 8:00 p.m.)

Grade:

Office Location:

55

Downtown Toronto– Hybrid

Great location Steps away from the main public transit station

What we offer:

Highly competitive compensation package which includes, base salary, bonus, benefits, and career advancement opportunities

*Eligibility for benefits is dependent on the terms of employment

The Opportunity:

The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases.

  • Handle all incoming calls from the department queue regarding ports, refinancing and clients requiring a port and increase
  • Retention of accounts, which are discharging due to a switch or sale of property
  • Solicit to retain First National customers (inbound and outbound)
  • Prepare and submit applications to underwriting for approval of refinance for debt consolidation, ports and title changes
  • Sell Mortgage Life Insurance and Home Warranty programs
  • Utilize technology to aid the mortgage process
  • Accountable for retention percentages
  • Adhere to policies /procedures to ensure AML requirements are met, when applicable.

The Requirements Needed:

  • Previous inbound/outbound sales experience
  • Knowledge of mortgage underwriting policies and procedures
  • Knowledge of mortgage and other debt products to ensure quality First National customer service
  • Previous inbound / outbound sales experience
  • Good knowledge of Mortgage Underwriting policies and procedures
  • Strong communication skills, both written and verbal
  • Ability to multi-task in a fast paced environment
  • Strong ability to analyze and resolve problems
  • Effective communication and interaction with internal business partners
  • Available to work extended hours as required to support volume
  • Bright open concept office environment
  • Large kitchens with a coffee and latte maker to enjoy at no cost
  • Supportive teamwork focused environment
  • Opportunities to give back to the communities and work through events focused on a variety of charities
  • Ongoing social events throughout the year
  • Extensive training programs to set our employees up for success

First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation or any other category protected by law.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at accessibility@firstnational.ca .

We would like to thank all applications for their interest, but only candidates selected for an interview will be contacted.

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