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Sales Operations Coordinator

2 months ago

Toronto, Ontario, Canada HomeEquity Bank Full time
About the Role

The Sales Operations Coordinator position plays a critical role in the success of HomeEquity Bank's mortgage processing operations. As a key member of the team, you will be responsible for collecting and processing mortgage applications and documentation, ensuring timely and accurate completion of files.

Key Responsibilities
  • Collect and process mortgage applications and documentation, ensuring accuracy and completeness.
  • Liaise with the Sales Team, Underwriters, and other internal/external parties to satisfy all conditions required for file advancement.
  • Manage time-sensitive information and prioritize tasks to meet deadlines.
  • Provide excellent customer service to the Sales Team, external partners, and internal departments.
  • Partner with Sales Agents to ensure files are processed in a timely manner and meet specific requirements.
  • Coordinate with internal and external partners to ensure a client-focused experience and a properly executed mortgage.
Requirements
  • University Degree or Community College Diploma.
  • Solid understanding of the current financial services environment.
  • Results-oriented individual with excellent problem-solving skills and good judgment.
  • Good communication and conflict management skills.
  • Ability to thrive in a fast-paced environment with a consistent workload.
  • Proficiency in Microsoft Office (Excel, Outlook, Word, Access) and internet.
  • Well-organized and able to work independently or as part of a collaborative team.
Why Work at HomeEquity Bank?

HomeEquity Bank offers a dynamic and inclusive work environment that values flexibility, performance, community service, teamwork, and diversity. We provide opportunities for professional growth and development, and recognize and celebrate employee achievements through various programs and rewards.