Mortgage Portfolio Specialist

7 days ago


Calgary, Alberta, Canada EQ Bank | Equitable Bank Full time

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 Job

In 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
Requirements:
  • 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
What We Offer

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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