![HomeEquity Bank](https://media.trabajo.org/img/noimg.jpg)
Sales Operations Coordinator
2 weeks ago
WHO WE ARE
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio.
As the only bank solely dedicated to serving homeowners 55 and up, we're passionate about helping Canadian homeowners live retirement on their terms.
We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.
Our Values, Our PassionAt HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.
Customer-Focused. Passionate Advocates
Courage to Act. Do the Right Thing
One Team. One Vision
Think Long-Term. Ever-Evolving
Be Exceptional. Inspire Greatness
***:
MAJOR ELEMENTS OF THE ROLE:
The Sales Operations Coordinator will have a key role to play in ensuring that Sales Agents are aware of specific file requirements and enables files to move through to underwriting in a timely manner.
- to ensure a client focused experience
- mortgage structured to meet the client's needs, funded on the client's requested timeline, and
Key responsibilities of this role include following up on appraisals, reviewing appraisals, gathering the appropriate documentation from the sales team and preparing and submitting files to underwriting.
There will be a focus on the collection and review and accuracy of documentation required to ensure all applicable laws, regulations, underwriting guidelines and internal policies have been respected.
The role will also act as a sales support administrator for the Referred Sales team including a number of ad hoc requests to support the business.
This role is fast paced with a consistent workload.Expectations are to have a positive client experience every time coupled with accuracy of work and files that fund on time.
SKILLS AND EXPERIENCE REQUIRED:
- University Degree or Community College Diploma
- Solid understanding of the current financial services environment
- Results oriented individual and able to manage timesensitive information
- Demonstrates solid problemsolving skills and good judgement
- Good communication and conflict management skills
- Thrives on variety and continuous improvement
- Good computer skills (Excel, Outlook, Word, Access and Internet)
- Well organized and is equally comfortable working on their own as well as being a contributing member of a collaborative team
- French language skills would be an asset
- Hybrid office environment
Great Environment
HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility - an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.
We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.A Dynamic Culture - With People at the Centre
We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto's Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures , the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.
Growth and OpportunitiesWe provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training.
We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.
Celebrating Great Work and PeopleWe believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values.
For these reasons, we have created several programs that make it easy for our employees to say 'great job' to their colleagues and leaders.
From our Appreciate Program to the High Five Award Program and President's Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.
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