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Mortgage Specialist, Refinance

2 months ago

Toronto, Ontario, Canada First National Full time
About the Role

We are seeking a highly skilled Mortgage Specialist to join our team at First National. As a Mortgage Specialist, you will be responsible for the retention of existing clients through refinancing and port and increases.

Key Responsibilities
  • Handle all incoming calls from the department queue regarding ports, refinancing and clients requiring a port and increase
  • Retention of accounts, which are discharging due to a switch or sale of property
  • Solicit to retain First National customers (inbound and outbound)
  • Prepare and submit applications to underwriting for approval of refinance for debt consolidation, ports and title changes
  • Sell Mortgage Life Insurance and Home Warranty programs
  • Utilize technology to aid the mortgage process
  • Accountable for retention percentages
  • Adhere to policies/procedures to ensure AML requirements are met, when applicable.
Requirements
  • Previous inbound/outbound sales experience
  • Knowledge of mortgage underwriting policies and procedures
  • Knowledge of mortgage and other debt products to ensure quality First National customer service
  • Previous inbound/outbound sales experience
  • Good knowledge of Mortgage Underwriting policies and procedures
  • Strong communication skills, both written and verbal
  • Ability to multi-task in a fast-paced environment
  • Strong ability to analyze and resolve problems
  • Effective communication and interaction with internal business partners
  • Available to work extended hours as required to support volume
Why Work with Us
  • Bright open concept office environment
  • Large kitchens with a coffee and latte maker to enjoy at no cost
  • Supportive teamwork-focused environment
  • Collaborative entrepreneurial spirit
  • Opportunities to give back to the communities and work through events focused on a variety of charities
  • Ongoing social events throughout the year
  • Extensive training programs to set our employees up for success
Equal Opportunity Employer

First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation or any other category protected by law.