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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, Refinance to join our dynamic team at First National. As a key member of our internal sales team, you will be responsible for retaining existing clients through refinancing and porting, as well as increasing our market share.

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
  • 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
About First National

First National is Canada's largest non-bank lender, originating and servicing both commercial and residential mortgages since 1988. We are committed to hiring the best and brightest with over 1,000 proud team members. Through cooperation, ongoing coaching, development opportunities, and a culture that celebrates both hard work and teamwork, First National team members are supported to lead, learn, and grow.

We offer a highly competitive compensation package, including a base salary, bonus, benefits, and career advancement opportunities. We are proud to be an equal opportunity employer and are committed to diversity and inclusion.