Virtual Mortgage Specialist

4 months ago

Scarborough, Canada Scotiabank Full time

Requisition ID: 202738

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

**What your role will be**

Virtual Mortgage Specialist - Scarborough Contact Centre

Leading with a financial planning approach, the Virtual Mortgage Specialist is 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 the customers’ immediate and future financial needs.

The primary responsibility of the Virtual Mortgage Specialists is to remotely support multiple branches across Canada in achieving mortgage renewal and retention goals through proactive customer contact.

**What you need to succeed**
- Through proactive customer contact, provide expert mortgage knowledge and advice on a full range of customized solutions using a holistic financial planning approach with the goal of retaining and deepening relationships with an assigned portfolio of mortgage renewal customers.
- Primary focus of proactively establishing contact with mortgage renewal customer and retain the mortgage business.
- Through a proactive mortgage retention process, remotely manage assigned renewal leads including, assessing customer financial needs/goals, presenting mortgage retention offers, managing rate negotiations and making appropriate recommendations to secure the renewal.
- Through effective preparation and discovery, identify and act on opportunities to deepen the relationship with additional, relevant financial solutions.
- Deepen and grow relationships and business by:

- Understanding customer’s financial goals and preferences, analyzing their needs, and recommending the appropriate strategies and solutions to help them achieve their goals.
- Planning and executing on weekly measurable targets including proactive customer contacts, and effective mortgage retention.
- Identifying referral opportunities in response to changes in needs/preferences and where necessary, referring and collaborating with key partners, such as Financial Advisor Investment and Retirement Specialists, Small Business Advisors or the appropriate Global Wealth partners.
- 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
- Delivering on the diverse advice expectations of our customers.
- Escalating and tracking customer concerns and complaints as required
- 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
- Ensuring strict adherence to Bank security procedures, including retail lending policies and processes, assigned authorities and limits
- Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Branch Manager and/or AML and/or Branch Compliance Officer or Alternate (BCO/ABCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate
- Adhering to custody and security procedures at all times
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Adhering to compliance with regulatory activities and guidelines as part of the sales process, including Privacy, Anti-Money Laundering(AML)/Anti-Terrorist Financing, Financial Consumer Agency of Canada(FCAC), Know Your Customer(KYC), Canadian Deposit Insurance Corporation(CDIC), regulations and policies and Guidelines for Business Conduct.
- Champions a high-performance environment and contributes to an inclusive work environment.

**What you need to succeed**
- Strong understanding of residential mortgage product knowledge, including policy and process
- Experience working with 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
- Working Conditions_
Works in an office setting. The Virtual Mortgage Specialist team will operate under extended hours when branches in varying time zones are assigned or on-boarded to this channel. Hours of operation are Monday to Friday 8am - 8pm EST; the incumbent will be scheduled within these times.

**What we’re offering**
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- A competitive

  • Virtual Mortgage Retention Specialist

    3 months ago

    Scarborough, Canada Scotiabank Full time

    Requisition ID: 208392 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Virtual Mortgage Retention Specialist (Bilingual - English/French) - This is an in-person role located at the Scarborough Contact Centre_ Leading with a financial planning approach, the Virtual Mortgage Retention Specialist is...

  • Virtual Mortgage Specialist

    3 months ago

    Scarborough, Canada Scotiabank Full time

    Requisition ID: 202755 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What your role will be** Bilingual (EN/FR) Virtual Mortgage Specialist - Scarborough Contact Centre Leading with a financial planning approach, the Virtual Mortgage Specialist is responsible for retaining, servicing and...

  • Mobile Mortgage Specialist Assistant

    3 months ago

    Scarborough, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 1 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic team!** **The TD Mobile Mortgage Specialist...

  • Mobile Mortgage Specialist Assistant

    2 weeks ago

    Scarborough, Canada TD Bank Full time

    **Work Location**: Scarborough, Ontario, Canada **Hours**: 1 **Line of Business**: Personal & Commercial Banking **Pay Details**: $22.35 - $29.76 CAD Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic...

  • Mobile Mortgage Specialist

    2 months ago

    Scarborough, Canada TD Bank Full time

    **Work Location**: Scarborough, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: 0 $/$0 - 0 $/$0 CAD This role is eligible for commission based earnings. Are you looking for an exciting career opportunity in business development with one of the strongest financial institutions in Canada? TD is growing...

  • Physician Assistant

    6 months ago

    Scarborough, Canada Multi-Specialist Clinic Full time

    **JOB TITLE**: Physician Assistant **LOCATION**:Scarborough, Toronto, Newmarket, Markham + some remote with occasional travel to other sites **SALARY RANGE**: $50.00 to $60.00 per hour based on skills and experiences. We are flexible in offering full time hours or part time hours based on availability and level of commitment. **Practice Details**: Unique...

  • Retail Sales Solutions Advisor- Scarborough Region

    6 months ago

    Scarborough, Canada Scotiabank Full time

    Requisition ID: 196423 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Retail Sales** Solutions Advisor** We are actively recruiting experienced Retail Sales Solutions Advisor/Client Solutions Advisors in the Toronto East region. **Job Overview**: As a Client Solutions Advisor you will be...

  • Retail Sales Advisor

    3 days ago

    Scarborough, Canada Scotiabank Full time

    Requisition ID: 166501 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Retail Sales Advisor ( Scarborough)** We are actively recruiting experienced Retail Sales Advisors (Client Solutions Advisors) in Scarborough, Ontario - no previous banking experience required! **Job Overview**: As a Retail...

  • Leads Specialist

    2 days ago

    Scarborough, Canada Allure Real Estate Firm Full time

    Allure Firm is looking for some to generate leads for Real Estate and Mortgage using Google Ads and PPC ads. Must have experience in this field Kindly contact asap. **Salary**: $50,000.00-$65,000.00 per year Schedule: - 8 hour shift **Experience**: - Lead generation: 2 years (preferred)

  • Internal Medicine Physician

    6 months ago

    Scarborough, Canada Appletree Medical Group Full time

    **About Appletree Medical Group** Join a leading multidisciplinary medical group with clinics across Ottawa and the GTA. Appletree Medical Group is a high-volume family practice supported by a diverse group of specialists. We offer higher incomes, well-trained staff, and state-of-the-art electronic medical record. **Job Opening**: Virtual Care - flexible...

  • Internet Lead Specialist

    3 weeks ago

    Scarborough, Canada Formula Honda Full time

    **Drive Autogroup** We pride ourselves on creating an environment where dedication and loyalty are not just valued but celebrated. We believe that every employee plays a pivotal role in our success, and we are dedicated to making each opportunity with us just as rewarding. At Drive Autogroup you will experience the innovative, creative, and collaborative...

  • Infrastructure Operations Specialist

    3 months ago

    Scarborough, Canada Array Marketing Full time

    **About Array Marketing** For over 40 years, Array Marketing has been a global leader in the retail display and in-store merchandising services industry. Global brands like Estée Lauder, Sephora, L’Oreal and Samsung to name a few, rely on our team of more than 2,000 employees around the world, to create great retail experiences by bringing their visions...

  • Infrastructure Operations Specialist

    1 month ago

    Scarborough, Canada Array Marketing Full time

    **About Array Marketing** For over 40 years, Array Marketing has been a global leader in the retail display and in-store merchandising services industry. Global brands like Estée Lauder, Sephora, L’Oreal and Samsung to name a few, rely on our team of more than 2,000 employees around the world, to create great retail experiences by bringing their visions...

  • Administration Specialist

    7 months ago

    Scarborough, Canada MyoHealth Rehab and Wellness Centre Full time

    We have an exciting opportunity for an **Administration Specialist** to join our fast-paced private rehabilitation and wellness clinic. Responsibilities include: the timely preparation, processing, management and follow-up of patient files, treatment plans and related documents related to Motor Vehicle Accident patient care. Experience in a health-care or...

  • Administration Specialist

    4 weeks ago

    Scarborough, Canada MyoHealth Rehab and Wellness Centre Full time

    We have an exciting opportunity for an **Administration Specialist** to join our fast-paced private rehabilitation and wellness clinic. Responsibilities include: the timely preparation, processing, management and follow-up of patient files, treatment plans and related documents related to Motor Vehicle Accident patient care. Experience in a health-care or...

  • Family Physician

    11 minutes ago

    Scarborough, Canada WESN Health Full time

    We are WESN Health Clinic looking to hire part-time physicians to work in our walk-in clinic in Scarborough, Ontario. We are located in a prime location in Scarborough with high demand for Family doctors. Our physicians: - Licensed Physicians eligible to work in Ontario, and in good standing with the CPSO - Clear written and verbal communication -...

  • Sustainability Specialist

    2 days ago

    Scarborough, Canada Keilhauer LTD Full time

    **KEILHAUER** **SUSTAINABILITY SPECIALIST** **GRADE 5** **Starting salary: $50,000-$53,500** **WHO IS KEILHAUER?** Founded in 1981, Keilhauer is a privately owned, design-focused contract furniture manufacturer. Working with world-renowned furniture designers, Keilhauer is internationally recognized for award-winning design, built with extreme...

  • Clinical Therapist

    4 weeks ago

    Scarborough Village, Ontario, Canada Closing the Gap Healthcare Full time

    Are you a motivated and compassionate Speech Language Pathologist seeking a challenging opportunity to make a difference in the lives of adults with speech and swallowing disorders? Closing the Gap Healthcare is proud to offer a rewarding full-time or part-time position for a Clinical Therapist - Adult Home Care Specialist. This role provides a unique...

  • Manager, Infrastructure and Operations

    6 months ago

    Scarborough, Canada Scotiabank Full time

    Requisition ID: 181996 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Global Banking and Markets** - Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years....

  • System Administrator

    2 days ago

    Scarborough, Canada Darwynn Ltd Full time

    At Darwynn we are committed to evolution of the North American fulfillment industry. We are doing this via a multi-tenant, intelligent automated fulfillment network that has been purpose-built to provide companies, retailers, brands and individuals with access to a state-of-the-art fulfillment solution. Come join our team of national and international...