Renewals Specialist

4 weeks ago

Calgary AB, Canada EQ Bank | Equitable Bank Full time

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.Ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Renewals Advisoris responsible forestablishing and maintaining a professional relationship with borrowers and/or brokers whose mortgages are approaching maturity. They must review each individual file, assess clients’ needs, provide necessaryinformation, and negotiate renewals with the ultimate goal of retention, while adhering to the bank’s set policies and procedures.
Proactively establish and maintain contact with borrowers in the assigned portfolio of loans 90 to 180 days prior to maturity, positively representing the bank through the renewal process with a strong emphasis on superior customer service, ultimately with the goal ofretaining them as Equitable Bank borrowers. This includes the ability to work professionally with authorized mortgage brokers
Negotiate renewals within a predetermined pricing range, attempting to offer the borrower the best product while maximizing the bank’s profit, while adhering to the underwriting criteria, timelines and other policies and procedures
Assess borrowers on an individual basis, making knowledgeable recommendations that are best suited to address their needs, whilst maintaining and upholding the Bank’s interest. This includes monitoring mortgages that no longer meet Equitable Bank’s risk assessment standards, working with these borrowers and/or third parties (brokers/lawyers) to ensure that theycan transition in an efficient and timely manner
This includes, but is not limited to, ensuring 24-hour turn-around time on email requests and one hour turn-around time on all phone messages
Administration (30%)
Ensure all procedural and compliance requirements are met to minimize the bank’s exposure to risk and that all documents meet legal requirements and are electronically archived correctly for future reference
Ensure all actions to the file are accurately and consistently documented on the customer tracking database
Ensure the file has met all Anti-Money Laundering and Anti-Terrorist Financing requirements as stipulated by procedures to minimize the bank’s exposure to risk
Efficiently and accurately complete any additional projects and tasks related to SFR Renewals that may be assigned by management
Be team oriented, showing a willingness and ability to harmoniously work alongside other Equitable Bank employees in Renewals and other departments to better serve borrowers
Completed post-secondary program in a related discipline and/or 2-3 years of experience in a related field\
Strong customer service and negotiation skills
Computer literate (MS Outlook, MS Word, MS Excel)
Working knowledge of residential mortgages and processes, and thorough understanding of products offered by Equitable
A general understanding of current mortgage market trends
What we offer [For full-time permanent roles]
#Medical, dental, vision, life, and disability benefits
#Generous vacation policy and personal days
#Virtual events to connect with your fellow colleagues
#A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Equitable Bank is deeply committed to inclusion. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.

  • Renewals Specialist

    6 months ago

    Calgary, Canada Total PowerGen Solutions Full time

    **Renewals Specialist, Western Canada** **We Offer** - 100% Employer Paid Medical and Dental Benefits - Employer RRSP Matching Program - Annual Health/Wellness Spending Accounts - Professional Growth & Development **What You’ll Do - The Role (Responsibilities)** - Manage and facilitate the renewal of all existing contracts in the given territory with the...

  • Renewal Portfolio Specialist

    4 weeks ago

    Calgary, Alberta, Canada Equitable Bank Full time

    Grow with Equitable BankWe're seeking an experienced Renewal Portfolio Specialist to join our team in a dynamic role that combines mortgage expertise with exceptional customer service.As a Renewal Portfolio Specialist, you will be responsible for establishing and maintaining professional relationships with borrowers and brokers whose mortgages are...

  • Renewals and Portfolio Specialist

    4 weeks ago

    Calgary, Alberta, Canada EQ Bank | Equitable Bank Full time

    About This RoleWe're seeking a skilled Renewals and Portfolio Specialist to join our team at EQ Bank | Equitable Bank. As a key member of our organization, you will play a crucial role in establishing and maintaining professional relationships with borrowers and/or brokers whose mortgages are approaching maturity.

  • Associate Renewal Specialist

    3 weeks ago

    Calgary, Canada CDW Full time

    DescriptionBring your IT career and talents to CDW, where you can have a greater impact, be inspired by our mission and excited about your career and future. A Fortune 200 leader, we’re the driven professionals and technology experts companies turn to most to solve their IT challenges.As an Associate Renewal Specialist at CDW, you’ll play a vital role in...

  • Customer Service Renewal Specialist

    4 weeks ago

    Calgary, Alberta, Canada Blackline Safety Full time

    About the RoleBlackline Safety is a world leader in developing and manufacturing wirelessly connected safety products. As a Customer Service Renewal Specialist, you will be an integral part of our Client Success team, ensuring a seamless and exceptional customer experience.

  • Renewal Administrator

    3 months ago

    Calgary, Canada MCAP Full time

    **Renewal Administrator** **MCAP at a Glance** Joining MCAP means you will be a part of our diverse workforce of highly talented individuals who are recognized for their expertise and success! At MCAP, your professional expertise, commitment to teamwork and passion for service excellence are recognized and rewarded with competitive total rewards offering,...

  • Associate Renewal Specialist

    3 weeks ago

    Calgary, Canada CDW Full time

    **Description** Bring your IT career and talents to CDW, where you can have a greater impact, be inspired by our mission and excited about your career and future. A Fortune 200 leader, we’re the driven professionals and technology experts companies turn to most to solve their IT challenges. As an Associate Renewal Specialist at CDW, you’ll play a vital...

  • Renewable Energy Soils Specialist

    4 weeks ago

    Calgary, Alberta, Canada WEST Inc Full time

    Job DescriptionWe are seeking a highly skilled Renewable Energy Soils Specialist to join our team at WEST Inc.This role will be responsible for coordinating and managing our soils scope for Alberta projects, as well as other Canadian projects. The ideal candidate will have experience and expertise in soils study design, project management, environmental...

  • Renewal Portfolio Specialist

    4 weeks ago

    Calgary, Alberta, Canada Equitable Bank Full time

    We are seeking a skilled Renewal Portfolio Specialist to join our team at Equitable Bank, a leading FinTech innovator in Canada. As a key member of our mortgage retention team, you will play a crucial role in establishing and maintaining professional relationships with borrowers and/or brokers whose mortgages are approaching maturity.Company...

  • Renewable Energy Infrastructure Specialist

    2 weeks ago

    Calgary, Alberta, Canada DNV Germany Holding GmbH Full time

    OverviewWe are a leading consultancy championing the widespread deployment and operation of renewables to positively impact society and the planet.Estimated Salary$120,000 - $180,000 per year, depending on location and experience.Job DescriptionWe are seeking a skilled Renewable Energy Infrastructure Specialist to join our team. In this role, you will be...

  • Bilingual Renewal Advisor

    4 weeks ago

    Calgary, AB, Canada Equitable Bank Full time

    Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. Overall we...

  • Underwriting Specialist

    7 months ago

    Calgary, Canada Aviva Full time

    Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values - Care, Commitment, Community, and Confidence. Aviva Canada are now recruiting for a Renewable Energy Underwriter to join our successful GCS Programs Team. We are looking to expand our market leading team to further our presence in the...

  • Renewal Portfolio Specialist

    3 weeks ago

    Calgary, Alberta, Canada EQ Bank | Equitable Bank Full time

    Job DescriptionAs a key member of the EQ Bank | Equitable Bank team, you will play a crucial role in shaping the future of banking.Company OverviewWe are a leader in Canadian banking, dedicated to providing innovative and customer-centric solutions. With over 50 years of experience, we have built a reputation for excellence and are committed to driving...

  • Project Manager

    4 months ago

    Calgary, Canada Tetra Tech Full time

    Discover your full potential. At Tetra Tech, we are collaborating with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world’s most complex challenges. Our innovation hubs across the globe will enable you to share ideas and best practices while...

  • Fleet Specialist

    4 months ago

    Calgary, Canada LaPrairie Group Full time

    LaPrairie Crane is one of Canada’s largest independent mobile-crane companies with fleet capabilities ranging from 5 - 600 tons, including all terrain, boom truck, carry deck, crawler, hydraulic truck, rough terrain, and tower cranes. **LaPrairie Crane** is currently looking for an experienced** Fleet Specialist** to join our team in **Calgary,...

  • Energy Consultant Specialist

    3 weeks ago

    Calgary, Alberta, Canada Enverus Full time

    Principal Consultant RoleEnverus, a leading energy SaaS company, is seeking a driven Energy Consultant Specialist to join our Power & Renewables customer success team. This role offers the opportunity to work with industry-leading solutions and contribute to the growth of a rapidly expanding sector.As an Energy Consultant Specialist, you will serve as a...

  • Electrical Systems Design Specialist

    2 weeks ago

    Calgary, Alberta, Canada Hedgehog Technologies Inc. Full time

    Hedgehog Technologies Inc. is seeking an Electrical Systems Design Specialist to join our team of innovative engineers.About UsWe are a leading provider of sustainable electrical engineering solutions, specializing in the design and installation of industrial, renewable, and marine electrical systems.Job SummaryWe are looking for a highly skilled Electrical...

  • Regulatory Affairs Specialist

    4 weeks ago

    Calgary, AB, Canada Fluid Biomed Inc. Full time

    This is a full-time opportunity to join the technical team of an early-stage company to support the development and commercialization of a novel implantable medical device. Fluid Biomed is an innovative medical device startup focused on developing a cutting-edge neurovascular stent to treat brain aneurysms and enhance patient outcomes worldwide. Position...

  • Regulatory Affairs Specialist

    4 weeks ago

    Calgary, AB, Canada Fluid Biomed Inc. Full time

    This is a full-time opportunity to join the technical team of an early-stage company to support the development and commercialization of a novel implantable medical device. Fluid Biomed is an innovative medical device startup focused on developing a cutting-edge neurovascular stent to treat brain aneurysms and enhance patient outcomes worldwide. Position...

  • Mortgage Portfolio Specialist

    4 weeks ago

    Calgary, Alberta, Canada EQ Bank | Equitable Bank Full time

    As a Mortgage Portfolio Specialist at EQ Bank | Equitable Bank, you will play a crucial role in maintaining strong relationships with borrowers and brokers. With a focus on retention and customer satisfaction, this position requires exceptional negotiation and communication skills.About the JobIn this dynamic role, you will be responsible for reviewing...