Account Broker

2 months ago

Waterloo, Canada MCAP Group of Companies Full time
At MCAP, your professional expertise, commitment to teamwork and passion for service excellence are recognized and rewarded with competitive total rewards offering, a career with continuous learning and development (formal & informal training), and exciting opportunities in a dynamic, entrepreneurial environment.

Provide Financing Solutions

  • Review financial situation of borrowers (includes analyzing income, assets, liabilities and credit bureau details while assessing the borrower’s ability to qualify for the requested solution)
  • Utilize product options and borrower goals to suggest products and terms that are mutually beneficial to borrowers, MCAP, and investors
  • Handle enhanced rate negotiations and fee discounting with borrowers
  • Work with underwriting team, closing coordinators, and borrowers to secure new mortgage approval, collect required documentation and fund new mortgages
  • Adhere to process and service level requirements for each step of the process
  • Handle complex conversations by educating borrowers on the feasibility of desired solutions and required steps to achieve borrower goals
  • Work in partnership with Renewal Account Manager to facilitate financing at maturity

Borrower Advocate

  • Handle inbound and outbound borrower interactions, advocating for each borrower and finding an agreeable solution to their financing needs
  • Exclusively responsible for the borrower relationship throughout the funding process, providing updates and minimizing borrower effort
  • Respond to email interactions in a timely, courteous and professional manner

Promote Options (Ancillary & Retention)

  • Promote applicable lender product options and services such as Mortgage Life Insurance, Disability Insurance, and Home Warranty options
  • Promote and educate on features and benefits of existing mortgage product to retain borrowers when financing unavailable or unwarranted
  • Assist with respect to enhancing the overall borrower experience, both mid-term and at maturity. Provide feedback and insight to management

What You Bring To The Team

  • Solid understanding of MARS, MARSweb, SharePoint, CIC, Investor and Insurer guidelines
  • Mortgage Servicing or Origination Industry experience (minimum 2 years)
  • Customer Service and/or Retention experience
  • Strong negotiation and retention skills
  • Ability to foster and maintain relationships
  • Exceptional oral and written communication skills with emphasis on educating
  • Strong analytical and problem-solving skills
  • Excellent organizational and time-management skills
  • Ability to multi-task in a fast-paced environment
  • Ability to remain calm in stressful situations
  • Carries out duties with integrity and takes responsibility for actions
  • Self-driven and motivated with the ability to work independently and in a team environment
  • University Degree/College Diploma
  • Completion or ability to complete Mortgage agent license course to satisfy provincial regulatory requirements within 6 months of start date

If this sounds like you and you are looking to be a part of one of Canada’s largest independent mortgage finance companies, then we want to hear from you

Be A Part Of Something Great

MCAP is Canada’s largest independent Mortgage Finance company with over $150 billion in assets under management providing mortgage solutions for residential and commercial properties. For over 35 years, MCAP originates, trades, securitizes and services mortgages in offices across Canada. MCAP originates residential mortgages exclusively through the mortgage broker channel as we believe that a professional mortgage broker is a consumer's best option and MCAP actively promotes the services of mortgage brokers across the country. p>

Position #: req1915

Employment Status: Permanent Full Time

Location: Multiple Locations Available; It is not designated to contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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