Mortgage Solutions Advisor

2 weeks ago


Halifax, Canada CIBC Full time

Join to apply for the Mortgage Solutions Advisor role at CIBC. We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. To learn more about CIBC, please visit CIBC.com. What You’ll Be Doing Play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Focus not only on fulfilling mortgage leads but also on creating strong relationships with business partners and our clients. Fulfill mortgage leads inclusive of purchase, refinance, ports, and early renewal negotiations. Ensure targets are achieved while maintaining client satisfaction. Participate in CIBC’s year-end incentive award program, Goals, Performance, Success (GPS) and receive a competitive base salary. Agent @ Home Program Requirements Ability to work independently in a private and quiet workspace (e.g., in a room or office with a door that closes). Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable with a minimum download speed of 15 mbps and upload speed of 10 mbps). Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service. How You’ll Succeed Client Service – Ensure client questions and issues are answered in accordance with department objectives; follow up with clients to ensure proper documentation is received and signed; follow up on leads provided by the call centre, general servicing team, information statements, discharge statements and mortgage verifications. Subject Matter Expert – Keep updated on knowledge of new products, policies, procedures, and competition to fulfill client needs and explain mortgage conditions and documents. Relationship building – Work closely with underwriters and advancing partners to ensure mortgage is approved and funded. Performance – Achieve sales targets across all parameters of the business plan. Who You Are Have experience in the residential mortgage business, with an understanding of market conditions/trends/mortgage product knowledge and pricing issues; mortgage underwriting experience is an asset. You put our clients first and engage with purpose to find the right solutions. You love to learn; you are passionate about growing your knowledge and believe there is no limit to what you can achieve. You are digitally savvy, seek innovative solutions, embrace evolving technologies, and can adapt to new tools and trends. Values matter to you; you bring your real self to work and live our values – trust, teamwork, and accountability. What CIBC Offers Competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers social recognition program. Access to modern technology and collaborative spaces to create innovative solutions for clients. Purpose Day – a paid day off dedicated to investing in your growth and development. Subject to plan and program terms and conditions. What You Need to Know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com. You need to be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit. The application process may include attribute-based assessment and other skill tests such as simulation, coding, French proficiency, and MS Office. Job Location Halifax-1809 Barrington St Employment Type Regular Weekly Hours 37.5 Skills Business Development, Call Center, Client Service, Communication, Customer Experience (CX), Mortgages, Outbound Calls, Work Collaboratively Referrals increase your chances of interviewing at CIBC by 2x. #J-18808-Ljbffr



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