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Client Service Representative
2 months ago
About the Role
As a Client Care Specialist at CB Canada, you will play a critical role in ensuring a seamless experience for our mortgage clients. Your primary responsibility will be to communicate with clients regarding the necessary loan documents and information needed to obtain final loan approval.
Key Responsibilities
- Client Communication
- Effectively communicate with clients using written and verbal communication methods to ensure clear understanding of loan requirements and progress.
- Loan Document Review
- Review loan documents and conditions with clients to ensure they meet the necessary requirements for final loan approval.
- Team Collaboration
- Understand how different teams within the mortgage process impact the client experience and adjust communication tactics accordingly.
- Performance Metrics
- Consistently meet minimum production goal numbers and quality metrics to ensure exceptional client satisfaction.
About CB Canada
CB Canada is a leading provider of digital solutions for complex transactions. Our company is committed to an inclusive workplace where every voice is heard, and we're passionate about the work we do. We've been recognized for our commitment to excellence, including ranking #7 on Fortune's list of the 100 Best Companies to Work For in 2022.
Disclaimer
This is an outline of the primary responsibilities of this position. As with everything in life, things change. The tasks and responsibilities can be changed, added to, removed, amended, deleted and modified at any time by the leadership group.
