Mortgage Account Manager

2 weeks ago

North York, Canada Paul Meredith Team- CityCan Financial Full time

**Position Overview**

We believe that every employee is equally important in meeting our company goals regardless of their specific responsibilities, and we back this statement up through our profit-sharing program.

The Mortgage Account Manager is responsible for successfully supporting overall portfolio growth in a fast-paced and customer-centric environment. They manage relationships with assigned clients, provide best-in-class mortgage advice, and mentor support staff who assist with fulfilling tasks. This role ensures that goals are met while providing the best service and advice.

**Responsibilities** (Tasks associated with the role)
- **Overview**_
- Handling inbound leads, online, by phone, or in-person and converting them into mortgage commitments
- **Performance**_
- Learn the company's culture, values, business practices, organizational structure and general policies and procedures.
- Handle all client interactions from first contact until Commitment and maintain a high level of client satisfaction
- Successfully contribute to the funding results, ensuring growth and profitability targets are met.
- Effectively manage tasks and cases to adhere to predetermined Service Level Agreements.
- Achieve and maintain targets for volume, compliance, and service excellence
- Identify continuous improvement opportunities.
- **Compliance**_
- Effectively partner with Mortgage Professionals to deliver a top-of-class experience to our clients and ensure company targets are being met.
- Verify the information received to ensure accuracy, then recommend financing strategies and solutions based on your file assessment and understanding of lending guidelines.
- Maintain knowledge of residential mortgage underwriting policies, procedures, products, and relevant legislation.
- Ensure accurate record-keeping and that all records are stored and retained to meet Company standards.
- Follow AML procedures on all files, emphasizing "Know Your Client" rules.
- **Customer Excellence**_
- Exceptional client relationship management, providing an outstanding client experience through top-notch advice and courteous, professional service
- Handle all financing questions for clients you manage, assess client needs to understand each client's goals and finances.
- **Communication**_
- Liaise with lenders and negotiate the best financing options on behalf of clients
- Respond to questions or concerns from clients in a timely and courteous manner to ensure timely and accurate completion of each mortgage transaction
- Communicate with internal contacts to ensure service level standards are met and foster positive relationships.
- Ensure mortgage statuses are accurate and communicated appropriately.
- Resolve escalated issues and offer solutions to maintain high client satisfaction

**Necessary Qualities**
- Motivated and driven by success willing to put in the effort for additional reward.
- Ambitious, and persistent with excellent relationship building skill
- Academic, able to simply mortgage complexities into more comprehensible language i.e., KISS Principle
- Resourcefulness and determination in finding needed answers
- Positive Thinking - the ability to see the good in every situation

**Requirements** (Expected Proficiencies)
- Completed college/university or equivalency
- Three years of ACTIVE mortgage industry experience
- Licensed as a mortgage agent/broker
- Experience underwriting mortgage transactions and familiarity with underwriting guidelines with various lenders.
- Excellent organization skills with the ability to manage deadlines and generate results in a fast-paced environment
- Exceptional written and oral communication skills
- This job description is not all-inclusive._

**What We Offer**
- Attractive base compensation depending on experience
- Percentage of monthly revenue
- Year-End Profit Sharing
- Additional compensation on sourced deals
- Flexible hours in work from home / remote work / telecommute environment
- Industry-leading business model
- Additional benefits coverage

**Job Types**: Full-time, Permanent

**Salary**: $75,000.00-$125,000.00 per year

**Benefits**:

- Casual dress
- Extended health care
- Flexible schedule
- Profit sharing

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

COVID-19 considerations:
Following government guidelines, mandates, and recommendations.

Ability to commute/relocate:

- North York, ON M2N 1M5: reliably commute or plan to relocate before starting work (required)

**Education**:

- DCS / DEC (preferred)

**Experience**:

- Mortgages: 2 years (required)

Licence/Certification:

- Mortgage License (preferred)

Work Location: In person

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