Renewals Advisor

2 months ago

Calgary, Canada EQ Bank | Equitable Bank Full time

**Join a Challenger**

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

**The Work**:
The Renewals Advisoris responsible forestablishing and maintaining a professional relationship with borrowers and/or brokers whose mortgages are approaching maturity. They must review each individual file, assess clients’ needs, provide necessaryinformation, and negotiate renewals with the ultimate goal of retention, while adhering to the bank’s set policies and procedures.

**The Core Responsibilities Of The Job**:

- ** Retention **(60%)
- Proactively establish and maintain contact with borrowers in the assigned portfolio of loans 90 to 180 days prior to maturity, positively representing the bank through the renewal process with a strong emphasis on superior customer service, ultimately with the goal ofretaining them as Equitable Bank borrowers. This includes the ability to work professionally with authorized mortgage brokers
- Negotiate renewals within a predetermined pricing range, attempting to offer the borrower the best product while maximizing the bank’s profit, while adhering to the underwriting criteria, timelines and other policies and procedures
- Assess borrowers on an individual basis, making knowledgeable recommendations that are best suited to address their needs, whilst maintaining and upholding the Bank’s interest. This includes monitoring mortgages that no longer meet Equitable Bank’s risk assessment standards, working with these borrowers and/or third parties (brokers/lawyers) to ensure that theycan transition in an efficient and timely manner
- ** Administration **(30%)
- Prepare loan renewal documents for individual borrowers, processing said documents once signed and returned by borrowers
- Ensure all procedural and compliance requirements are met to minimize the bank’s exposure to risk and that all documents meet legal requirements and are electronically archived correctly for future reference
- Ensure all actions to the file are accurately and consistently documented on the customer tracking database
- Ensure the file has met all Anti-Money Laundering and Anti-Terrorist Financing requirements as stipulated by procedures to minimize the bank’s exposure to risk
- ** Reporting **(5%)
- Systematically track all interactions with borrowers and other external parties
- Keep monthly portfolio spreadsheets up to date and available for review by management upon request
- **Other **(5%)
- Efficiently and accurately complete any additional projects and tasks related to SFR Renewals that may be assigned by management
- Be team oriented, showing a willingness and ability to harmoniously work alongside other Equitable Bank employees in Renewals and other departments to better serve borrowers

**Let's Talk About You**:

- Completed post-secondary program in a related discipline and/or 2-3 years of experience in a related field \
- Superior interpersonal and communication skills, both written and verbal
- Strong decision making and problem-solving abilities
- Ability to perform under pressure
- Basic mathematical skills
- Exemplary analytical abilities
- Strong customer service and negotiation skills
- Computer literate (MS Outlook, MS Word, MS Excel)
- Self-motivated to meet tight deadlines
- Results/goal achievement oriented
- Ability to seamlessly balance multiple priorities simultaneously; organized multitasking
- Team oriented
- Working knowledge of residential mortgages and processes, and thorough understanding of products offered by Equitable
- A general understanding of current mortgage market trends

**What we offer [For full-time permanent roles]**

\uD83D\uDCB0 Competitive discretionary bonus

✨ Market leading RRSP match program

\uD83E\uDE7A Medical, dental, vision, life, and disability benefits

\uD83D\uDCDD Employee Share P

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