Mortgage Specialist, Refinance

3 weeks ago

Toronto, Ontario, Canada First National Full time

Unlock Your Potential as a Mortgage Specialist

At First National, we're committed to hiring the best and brightest team members who share our passion for delivering exceptional customer service. As a Mortgage Specialist, you'll play a critical role in retaining existing clients through refinancing and porting, ensuring their mortgage needs are met with expertise and care.

Key Responsibilities:

  • Handle incoming calls from the department queue regarding ports, refinancing, and client retention
  • Retention of accounts discharging due to a switch or sale of property
  • Solicit to retain First National customers through inbound and outbound sales efforts
  • 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
  • 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 First National?

  • 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

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.

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