Mortgage Specialist

6 days ago

Winnipeg, Canada Neo Financial Full time

At Neo, we’re disrupting the future of finance. What matters most to us is challenging the status quo and providing a better financial future for all Canadians. We’re working everyday to reinvent the way Canadians spend, save, and grow their money - all together, in one place. We’re creating a seamless digital experience, with the modern day features you’ve come to expect. Our products speak for themselves - the Neo card was voted best cash back card in Canada and the Neo Money account was voted best bank account in Canada.

Backed by world class investors, we’ve raised $299M and are one of a few Canadian tech companies that have reached ‘unicorn’ status - valued over $1B. Check out the full story here.

**The Team**:
Our Mortgages team is a group of high performers working hard to create and deliver exceptional mortgage experiences to all Canadians. As part of our growing team, you’ll work closely with our mortgage coordinators, specialists, and lenders to ensure that we find the most effective solutions for our clients. If you love a fast-paced environment where growth is constant, you’ll fit right in with this team.

**The Role**:
**What you'll be doing**:
As an ambassador of Neo, execute consistent brand messages through repeatable and measurable process touches that will continually engage, promote, service, and solicit new business leads and cross-sell opportunities
Handle multiple leads simultaneously while creating and maintaining relationships with customers to better understand and achieve their mortgage needs
Act as the first point of contact for all potential new clients; walking them through the Neo mortgage process and supporting general mortgage inquiries
Escalate clients to a Mortgage Associate for recommendations based on their unique situations
Create and maintain relationships with customers to better understand and achieve their mortgage needs
Remain current on the latest industry trends to secure a competitive advantage

**Who we're looking for**:
One or more years of previous banking or brokerage experience is considered an asset
You bring experience in a sales-drive environment with the ability to build rapport and trust quickly
You bring empathy and a client-focused mindset to support customers through the mortgage process
You have a passion for growth and excellence, strive to deliver the highest quality results
You’re a high-achiever with a desire to drive results in a startup environment
You bring resiliency & energy with strong dedication to client service
You have superior communication skills both verbal and written and bring a high degree of professionalism to your work at all times
You have strong organizational and time management skills and are always one step ahead

At Neo, you’ll be working with industry-leading technology that changes the way we live and redefines Canada’s financial future. It’s a serious deal, and we’re building a high performance, mission-driven, and fast-paced team that strives to make a difference in every Canadian's life. We value personal growth, autonomy, leadership at all levels, and the ability to learn quickly from mistakes. We’re a team: in it together, always. Join a world class team building truly disruptive technology, right here in the Canadian prairies.

**Benefits of working at Neo**:
Flexible Compensation Scenarios - the ability to choose your base salary and equity combination
Meaningful Equity - employees are owners.When the company succeeds, you do too
Extended Health Benefits - comprehensive health and dental coverage that starts on day one
Wellness Benefits - complimentary access to Headspace and FitOn Pro subscriptions
Paid Maternity & Parental Leave - company top-up and 100% benefits coverage while you’re away
Modern Office Space - our newly renovated headquarters in Calgary and Winnipeg is prime for collaboration and innovation
Learning Events - all-company huddles, product demo days, guest speakers, and more

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