Broker Onboarding Officer

2 weeks ago

Montreal, Canada Scotiabank Full time
h3>Title: Broker Onboarding Officer - Montreal, QC

Requisition ID: 212832

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of the Scotia Mortgage Authority in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

The Broker Onboarding Officer is responsible for the effective onboarding of Mortgage Broker Offices, Brokers, Agents and Administrative Assistants to Scotia Mortgage Authority and includes executing on the entire process from application receipt through to aligning newly approved firms/brokers/agents/assistants with their appropriate underwriting relationship and submission point. The incumbent will also monitor individual agent submissions through broker firm centralized underwriting desks, producing reporting and making recommendations to the Senior Manager to move agents “up” to a Broker Relationship Manager, “down” to a Broker Lending Manager, or “out” of Scotiabank (off-boarded) if they do not meet minimum requirements.

Retrieve and process Mortgage Broker Agreements, Mortgage Broker Applications, Mortgage Agent/Administrative Assistant Applications and Direct Deposit Enrolment Agreements received via direct mail.Communicate with Mortgage Broker Offices, Brokers, agents and administrative assistants and references to verify application details and ensure they are accurate and complete prior to hand-off to a Broker Lending Manager (BLM).Add approved Mortgage Broker Offices, Brokers, Agents and Administrative Assistants to the Scotia Mortgage Authority Broker database and disseminate Member IDs and passwords, in collaboration with the Broker Management Group (BMG).Provide basic guidance and training (including phone calls, webinars, written guides, etc.) to new Brokers on BNS products, programs, policies, and processes and educate them on target expectations and implications of under delivering.Act as the initial point of contact for new mortgage agents to SMA, answering onboarding questions and escalating/responding to concerns.Assess Broker performance and make data-driven recommendations to the Senior Manager regarding Brokers who should a) transition from access through their firm’s centralized underwriting desk to a BRM as deal volumes hit a specified threshold, or b) be off-boarded from SMA due to underperformance over a specified period of time.Provide off-boarding communications and support, including to BMG and RVPs/BRMs as it relates to broker movement, license lapses, etc.Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk.Champion a high performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; We’d love to work with you if you have:
  • University Degree or Diploma with 2 to 4 years of related work experience.
  • Strong knowledge of the Bank’s retail mortgage lending policies and procedures.
  • Proven communication and relationship building skills.
  • Strong knowledge of the Bank’s online systems.
  • Expert knowledge of the mortgage broker industry.
  • Ability to use personal computer programs; Microsoft office, Intralink, Email and BNS commercial software.
  • French would be a great asset.

Working Conditions:

Work in a standard office-based environment; Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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