Mortgage Renewal Specialist

7 days ago


Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

We are seeking a Mortgage Renewal Specialist to join our team at EQ Bank | Equitable Bank, a leading Canadian FinTech company. As a Mortgage Renewal Specialist, you will be responsible for establishing and maintaining professional relationships with borrowers and/or brokers whose mortgages are approaching maturity.

Job Overview

The successful candidate will have 2-3 years of experience in a related field and a strong understanding of residential mortgages and processes. They will possess excellent customer service and negotiation skills, as well as the ability to work professionally with authorized mortgage brokers.

This is a full-time permanent role with a competitive salary range of $60,000 - $80,000 per year, depending on experience. In addition to a generous salary, we offer a comprehensive benefits package, including medical, dental, vision, life, and disability insurance. Our team-oriented culture values collaboration and teamwork, and we offer virtual events to connect with fellow colleagues.

Responsibilities
  • Negotiate renewals within a predetermined pricing range to maximize bank profit while offering the best product to borrowers.
  • Assess borrowers individually, making knowledgeable recommendations to address their needs while upholding the bank's interest.
  • Maintain accurate and consistent documentation of all file actions on the customer tracking database.
  • Ensure compliance with Anti-Money Laundering and Anti-Terrorist Financing requirements.
Requirements
  • Completed post-secondary program in a related discipline.
  • 2-3 years of experience in a related field.
  • Bilingual (English and French).
  • Strong customer service and negotiation skills.
  • Computer literate (MS Outlook, MS Word, MS Excel).
About Us

At EQ Bank | Equitable Bank, we are committed to creating a new kind of banking experience that enriches people's lives. We value inclusion and diversity, and our employees benefit from opportunities for growth and development.



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