Mortgage Portfolio Specialist

1 week ago


Calgary, Alberta, Canada EQ Bank | Equitable Bank Full time
Overview: EQ Bank | Equitable Bank is a leading Challenger Bank in Canada, serving over 670,000 Canadians through its innovative banking experience. We are seeking a skilled Mortgage Portfolio Specialist to join our team and contribute to driving change in Canadian banking.

The Ideal Candidate: Our ideal candidate has a strong background in residential mortgages and processes, with a thorough understanding of products offered by Equitable. They possess excellent customer service and negotiation skills, with the ability to work professionally with authorized mortgage brokers. A completed post-secondary program in a related discipline and/or 2-3 years of experience in a related field are required.

Key Responsibilities:
* Establish and maintain professional relationships with borrowers and/or brokers whose mortgages are approaching maturity
* Review individual files, assess client needs, and negotiate renewals while adhering to bank policies and procedures
* Proactively establish and maintain contact with borrowers in assigned loan portfolios, representing the bank positively through the renewal process
* Negotiate renewals within predetermined pricing ranges, offering borrowers the best product while maximizing bank profit
* Assess borrowers individually, making recommendations that address their needs and uphold the bank's interests

Benefits:
* Competitive salary range $60,000 - $80,000 per year, based on experience
* Comprehensive benefits package including medical, dental, vision, life, and disability coverage
* Generous vacation policy and personal days
* Virtual events to connect with colleagues
* Opportunity to join a top FinTech and create a new kind of banking experience

What Sets Us Apart: At EQ Bank | Equitable Bank, we are deeply committed to inclusion and staff growth. We offer a fulfilling opportunity for career advancement and personal development.

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