National Sales Administrator

2 weeks ago

Toronto, Canada HomeEquity Bank Full time

WHO WE ARE
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.

Our Values, Our Passion
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

Customer-Focused. Passionate Advocates
Courage to Act. Do the Right Thing
One Team. One Vision
Think Long-Term. Ever-Evolving
Be Exceptional. Inspire Greatness

***:
Reporting to Manager, National Sales Analytics, the role is responsible for supporting the Sales team. This Role will prepare sales reports and activity reports, support partnership issues, respond to inquiries, be back up for commissions, provide on boarding and sales process training (especially Salesforce) for new BDMs and BDAs. Ensure bank standards are achieved and maintained with targeted emphasis continuous improvement, providing support and structure to the BDM/BDA sales team.

MAJOR ELEMENTS OF THE ROLE

**Key accountabilities of this position include**:

- Build and deliver ad hoc reporting and analytics needs for all channels of business, to support sales growth efforts.
- Work with the Manager, National Sales Analytics to build and leverage relationships at all levels of the referral partners and assisting the BDMs & RVPs to navigate the landscape of any given referral partner.
- Be the main point of contact for the BDM’s, RVP’s, and VP for coordination of marketing and business building related activity for national events and sales related functions.
- Monitor sales support and commission inquiries on regular basis to ensure the timely and professional responses within the established SLA is met.
- Assist with reporting and analytics for all sales channels at the individual sales team level, as well as our partnership level.
- Assist the RVPs/ Director as required with administrative support (such as research, updating reports, creating and maintaining new reports using SharePoint and Excel, phone line review) or additional projects as required.
- Actively participate in inter-departmental meetings to bring sales insight as well as take away pertinent information to be communicated to the team.

SKILLS AND EXPERIENCE REQUIRED

**Qualifications and Technical Expertise**:

- University Degree or equivalent experience
- Experience within the Canadian financial industry would be an asset.
- Strong knowledge of mortgages, mortgage operations, sales cycles; knowledge of investment concepts and strategies is a definite asset.
- Knowledge of regional bank structures an asset
- Strong working knowledge of Microsoft Excel (Xlookup and Pivot Table etc), PowerPoint and Word
- Salesforce experience would be a strong asset.
- Effective project management skills and an ability to recruit collaboration to complete corporate initiatives.
- Bilingual (English French) is an asset.

**Attributes**:

- Collaborative, teamwork, positive and solution-driven attitude
- Strong interpersonal skills relating to and working with referral partners at different levels of seniority.
- Strong presentation and communication skills, written and verbal.
- Well organized and effective time and project management skills
- Excellent attention to detail.
- Excellent problem-solving skills.

**Working Conditions Unique to Job**:

- Hybrid office environment

WHY WORK AT HOMEEQUITY BANK?
Great Environment
HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility - an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.
We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.

A Dynamic Culture - With People at the Centre
We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023.

Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed

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