Mortgage Portfolio Specialist
7 days ago
As a Mortgage Portfolio Specialist at EQ Bank | Equitable Bank, you will play a crucial role in maintaining strong relationships with borrowers and brokers. With a focus on retention and customer satisfaction, this position requires exceptional negotiation and communication skills.
About the JobIn this dynamic role, you will be responsible for reviewing individual files, assessing clients' needs, and negotiating renewals to ensure the bank's policies and procedures are adhered to.
Responsibilities:- Establish and maintain professional relationships with borrowers and/or brokers
- Negotiate renewals within predetermined pricing ranges while maximizing the bank's profit
- Assess borrowers individually, making knowledgeable recommendations that address their needs
- Maintain and uphold the bank's interest while ensuring timely and efficient transitions for mortgages no longer meeting risk assessment standards
- Ensure compliance with procedural and legal requirements, minimizing the bank's exposure to risk
- A post-secondary program in a related discipline and/or 2-3 years of experience in a related field
- Strong customer service and negotiation skills
- Proficiency in MS Outlook, Word, Excel, and working knowledge of residential mortgages and processes
We offer a competitive salary range of $80,000 - $110,000 per year, depending on experience.
In addition to our attractive compensation package, we provide medical, dental, vision, life, and disability benefits, as well as a generous vacation policy and personal days.
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Mortgage Portfolio Specialist
7 days ago
Calgary, Alberta, Canada Equitable Bank Full timeCompany OverviewAt Equitable Bank, we're revolutionizing the banking experience by challenging traditional norms. With over 50 years of history and a growing presence in Canada, our team is comprised of innovative thinkers who strive to create a better future for Canadians.We serve over 670,000 customers across the country through Equitable Bank and its...
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Mortgage Portfolio Specialist
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