Mortgage Broker Support Specialist, Simplii

3 weeks ago


Toronto, Canada CIBC Full time

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.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

**Job Description**:
What You’ll Be Doing
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._

How You’ll Succeed- Cross Functional Relationship - Develop and deliver exceptional customer service while regularly interacting with Simplii Financial mortgage clients, constant contact with Mortgage Specialist/Mortgage Broker, other internal partners (Mortgage Servicing, underwriting, etc) and contact with FNF and other solicitors.- Operational Support - Provide high quality administrative assistance and service to clients and Mortgage Specialists/Brokers. Including: Answer client inquiries related to funding of their mortgage, follow ups with clients, business partners; Connect and assist solicitor with mortgage instructions, disclosure statements and internal payout statements; Handle scenarios, questions, and issues in accordance with department objectives; Connect with internal partners to initiate refund of penalty for ported mortgages;-
- Cross-sales - Know your clients well, and identify cross-selling opportunities (e.g. chequing account for mortgage payment) and enable warm hand offs to Everyday Banking.- Attention to detail - Accurately review all required documentation, validate IDs against the required conditions.

Who You Are- You have knowledge of Mortgage products and services, loan security documentation, compliance and control requirements- You can demonstrate experience in Microsoft Office, CRM, ADOBE PRO, COINS/CLASS Mortgage products and services including related processes and procedures. Knowledge of systems (Savvy, FNF portal, eCIF, CRS, AS07) is an asset- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.- You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.- You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You can confidently communicate and develop effective working relationships with internals and externals.- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive compensation, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-161 Bay St., 4th

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Communication, Critical Thinking, Cross-Functional Teamwork, Deadline Management, Detail-Oriented, Electronic Mail, Mortgage Products, Multitasking, Office Administration, Taking Initiative, Teamwork, Teamwork Communication



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