Bilingual Mortgage Advisor
1 week ago
Role Overview
As a key member of our team at Equitable Bank, you will play a vital role in ensuring the smooth renewal of our mortgage portfolio. Your primary responsibility will be to proactively establish and maintain contact with borrowers, providing them with exceptional customer service and negotiating renewals within predetermined pricing ranges.
Key Responsibilities
- Retention (60%): Establish and maintain contact with borrowers in the assigned portfolio of loans 90 to 180 days prior to maturity, representing the bank through the renewal process with a focus on superior customer service.
- Negotiation and Administration (30%): Prepare loan renewal documents for individual borrowers, process said documents once signed and returned, and ensure all procedural and compliance requirements are met to minimize the bank's exposure to risk.
- Reporting and Other (5%): Systematically track all interactions with borrowers and other external parties, keep monthly portfolio spreadsheets up to date, and complete any additional projects and tasks related to SFR Renewals assigned by management.
Requirements
- Completed post-secondary program in a related discipline and/or 2-3 years of experience in a related field
- Bilingual (English and French)
- Superior interpersonal and communication skills, both written and verbal
- Strong decision-making and problem-solving abilities
- Ability to perform under pressure
- Basic mathematical skills
- Exemplary analytical abilities
- Strong customer service and negotiation skills
- Computer literate (MS Outlook, MS Word, MS Excel)
- Self-motivated to meet tight deadlines
- Results/goal achievement oriented
- Ability to seamlessly balance multiple priorities simultaneously; organized multitasking
- Team oriented
What We Offer
- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy, personal days, and even a moving day
- Virtual events to connect with your fellow colleagues
- Annual professional development allowance and a comprehensive Career Development program
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