Mortgage Specialist, Refinance

4 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.



  • Toronto, Ontario, Canada First National Full time

    Unlock Your Potential as a Mortgage Refinance SpecialistAt First National, we're committed to hiring the best and brightest to join our dynamic team. As a Mortgage Refinance Specialist, you'll play a crucial role in retaining existing clients through refinancing and port and increases.Key Responsibilities:Handle all incoming calls from the department queue...


  • Toronto, Ontario, Canada First National Full time

    Unlock Your Potential in Mortgage RefinanceAt First National, we're committed to hiring the best and brightest to join our dynamic team. As a Mortgage Specialist, Refinance, you'll play a crucial role in retaining existing clients through refinancing and port and increases.Key Responsibilities:Handle all incoming calls from the department queue regarding...


  • Toronto, Ontario, Canada First National Full time

    Unlock Your Potential in Mortgage SalesAt First National, we're committed to hiring the best and brightest to join our dynamic team. As a Mortgage Specialist, Refinance, you'll play a crucial role in retaining existing clients through refinancing and porting.Key Responsibilities:Handle incoming calls from the department queue regarding ports, refinancing,...


  • Toronto, Ontario, Canada First National Full time

    Unlock Your PotentialFirst National is seeking a highly skilled Mortgage Specialist to join our dynamic team. As a Mortgage Specialist, you will be responsible for the retention of existing clients through refinancing and porting.Key Responsibilities:Handle all incoming calls from the department queue regarding ports, refinancing, and clients requiring a...


  • Toronto, Ontario, Canada First National Full time

    About First NationalFirst National is Canada's largest non-bank lender, originating and servicing both commercial and residential mortgages since 1988. Our commitment to hiring the best and brightest has led to a team of over 1,000 proud employees.We pride ourselves on creating a supportive environment that fosters cooperation, ongoing coaching, development...


  • Toronto, Ontario, Canada 8Twelve Mortgage Corporation Full time

    Job Title: Executive Mortgage SpecialistWe are seeking a highly skilled and experienced Mortgage Broker Manager to join our team at 8Twelve Mortgage Corporation.About the Role:This is a permanent position offering a competitive salary of $80,000 - $120,000 per year, depending on experience.The successful candidate will be responsible for leading our mortgage...


  • Toronto, Ontario, Canada 8Twelve Mortgage Full time

    Revolutionize Home Financing with 8Twelve MortgageWe are seeking a highly motivated Inside Mortgage Agent to join our team at 8Twelve Mortgage. As a key member of our team, you will be responsible for managing referral partners, nurturing client relationships, and working closely with our Underwriters to fund deals.Key Responsibilities:Advise and evaluate...


  • Toronto, Ontario, Canada First National Full time

    At First National, we are seeking a skilled Mortgage Retention Specialist to join our dynamic team. As a key member of our sales team, you will be responsible for retaining existing clients through refinancing and porting their mortgages.Salary and BenefitsThe successful candidate can expect a highly competitive compensation package, including a base salary,...


  • Toronto, Ontario, Canada VERICO Full time

    Unlock Your Potential as a Mortgage Broker/AgentAt VERICO, we're committed to being the best choice in the mortgage sector, providing superior mortgage solutions and services that prioritize our clients' needs.As a Mortgage Broker/Agent, you'll be responsible for maximizing the development of residential mortgage business from third-party referral sources,...

  • Mortgage Specialist

    4 weeks ago


    Toronto, Ontario, Canada Scotiabank Full time

    Mortgage Specialist Job DescriptionScotiabank is seeking a passionate and results-driven Mortgage Specialist to join our team. As a Mortgage Specialist, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage...


  • Toronto, Ontario, Canada VERICO Full time

    Unlock Your Potential as a Mortgage Broker/AgentAt VERICO, we're committed to being the best choice in the mortgage sector, providing superior mortgage solutions and services that prioritize our clients' needs.As a Mortgage Broker/Agent, you'll be responsible for maximizing the development of residential mortgage business from third-party referral sources,...


  • Toronto, Ontario, Canada VERICO Full time

    Unlock Your Potential as a Mortgage Broker/AgentAt VERICO, we're committed to providing superior mortgage solutions and services that prioritize our clients' needs. As a Mortgage Broker/Agent, you'll be responsible for maximizing the development of residential mortgage business from third-party referral sources.Key Responsibilities:Close mortgage loans with...

  • Mortgage Specialist

    4 weeks ago


    Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping our customers achieve their dream of home ownership.Key ResponsibilitiesCultivate and build relationships with a referral network to generate new mortgage business and increase BMO's share...

  • Mortgage Specialist

    3 weeks ago


    Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of homeownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesCultivate and build relationships with referral...


  • Toronto, Ontario, Canada CIBC Full time

    About the RoleCIBC is seeking a skilled Mortgage Renewals Specialist to join our Mortgage Contact Centre team. As a key point of contact for clients, you will be responsible for answering routine mortgage inquiries and providing expert advice on mortgage procedures and policies.You will work closely with clients to understand their financial needs and...

  • Mortgage Specialist

    4 weeks ago


    Toronto, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a crucial role in helping customers achieve their dream of homeownership.Key ResponsibilitiesCultivate and manage relationships with a referral network to build a pipeline of new mortgage business.Actively identify sales opportunities and...


  • Toronto, Ontario, Canada First National Full time

    We are seeking a Mortgage Credit Specialist to join our team at First National.As a Mortgage Credit Specialist, you will play a critical role in supporting the underwriting and credit decision process by reviewing all required documentation and applying sound due diligence.You will be responsible for escalating any inaccuracies, issues, or items that are...


  • Toronto, Ontario, Canada First National Full time

    Key Responsibilities:The Mortgage Fund Specialist will be responsible for instructing, advancing, and closing mortgage files. This includes:Verifying entitlement of solicitors and ensuring accuracy of information.Preparing and sending instructional packages to solicitors along with relevant documents.Following up with solicitors prior to closing and ensuring...


  • Toronto, Ontario, Canada VERICO Full time

    Unlock Your Potential as a Mortgage Broker/AgentAt VERICO, we're committed to being the best choice in the mortgage sector, providing superior mortgage solutions and services that prioritize our clients' needs.As a Mortgage Broker/Agent, you'll be responsible for maximizing the development of residential mortgage business from third-party referral sources,...


  • Toronto, Ontario, Canada Vault Mortgage Corporation Full time

    About the RoleAs a Loan Origination Specialist at Vault Mortgage Corporation, you will play a vital part in ensuring the smooth processing of mortgage applications. This role requires strong organizational and communication skills to maintain accurate and up-to-date files from commitment to loan funding.The ideal candidate will have prior experience in the...