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Virtual Mortgage Specialist
2 months ago
We are seeking a highly skilled Virtual Mortgage Specialist to join our team at Scotiabank. As a key member of our mortgage team, you will be responsible for retaining, servicing, and deepening relationships with mortgage renewal customers by offering a full suite of complimentary financial strategies and solutions that best meet their immediate and future financial needs.
Key Responsibilities- Provide expert mortgage knowledge and advice on a full range of customized solutions using a holistic financial planning approach to retain and deepen relationships with an assigned portfolio of mortgage renewal customers.
- Proactively establish contact with mortgage renewal customers and retain the mortgage business through a proactive mortgage retention process.
- Remotely manage assigned renewal leads, assessing customer financial needs/goals, presenting mortgage retention offers, managing rate negotiations, and making appropriate recommendations to secure the renewal.
- Identify and act on opportunities to deepen the relationship with additional, relevant financial solutions.
- Deliver exceptional customer experiences by effectively executing the Customer Experience Model (CEM), consistently delivering on the Service Basics and Advice+ Promises in all customer/employee interactions, and delivering on the diverse advice expectations of our customers.
- Minimize the Bank's exposure to risk by contributing to operational excellence and a satisfactory Branch audit, staying current and adhering to all retail lending compliance, regulatory compliance, custody, and Occupational Health & Safety requirements and changes.
- Strong understanding of residential mortgage product knowledge, including policy and process.
- Experience working in a customer-facing role within the financial industry or related field.
- Post-secondary degree in business/finance or related field (considered an asset).
- Expert knowledge using Microsoft Teams, Salesforce, and E-Signature.
- Prior experience leading virtual advice discussions and assisting customers on how to navigate virtual meetings (considered an asset).
- Highly organized with strong attention to detail.
- Effective written and verbal communication skills.
- A competitive compensation and benefits package.
- An organization committed to making a difference in our communities- for you and our customers.
- You can expect to be recognized and rewarded for high-performance.
- You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.