Mortgage Retention Professional
20 hours ago
As a Mortgage Retention Specialist at Community Trust Company, you will play a critical role in maximizing revenue opportunities and successfully contributing to the overall retention targets. This position requires a strong understanding of residential mortgage retention and a proven ability to negotiate interest rates with borrowers.
Key Responsibilities- Manage and compile application information for direct customer mortgage loans in accordance with policy and procedures.
- Maintain key relationships and provide best-in-class service to internal and external customers, 3rd parties, brokers, solicitors, investors, and partners.
- Assist with the completion of residential mortgage retention activities, negotiating interest rates with borrowers, and maximizing revenue opportunities.
- Contact customers in response to payout requests to retain the mortgage.
- Conduct regular follow-ups with mortgage customers to collect outstanding documentation needed to satisfy the requirements as stipulated in the commitment.
- Issue mortgage commitments for direct customer loans with appropriate conditions and follow up for sign back.
- Instruct files to FCT and work together with Residential Funding to ensure timely closings.
- Respond to inquiries in a timely manner, actively contacting existing customers to build relationships, promote longer terms, and identify cross-selling opportunities.
- Maintain up-to-date knowledge of competitors and market conditions.
- Identify and recommend process improvement initiatives and opportunities.
- Test and assess new enhancements.
- Prepare timely reports for review.
- Ensure accurate record keeping, both electronic and paper-based, and ensure that all records are stored and retained to meet Company standards.
- Follow AML procedures on all files with an emphasis on 'Know Your Client' rules.
- Proactively identify actual and potential violations of AML regulatory requirements, internal policies, and procedures or other AML/ATF risk situations at an early stage.
- Minimum of 2 years' experience in customer service within the mortgage industry.
- Post-Secondary Education.
- Strong, sound negotiation and sales skills.
- Interpersonal and relationship-building skills.
- Effective organizational and time management skills.
- Solid written and verbal business communication skills.
- Working knowledge of Google Workspace.
- Sound analytical thinking, planning, prioritization, and execution skills.
- Detail-oriented with an acute attention to accuracy.
- Capable of handling multiple tasks and meeting stringent deadlines.
- Tactful, diplomatic, and politely persistent.
- Results-oriented.
- Self-motivated, confident, and capable of working both independently and in a team environment.
- Positive, can-do attitude to our organization, using creative solutions to solve problems.
- Establish and build on healthy working relationships with your team and peers.
- Work well in a dynamic and fast-paced environment with the ability to navigate through organizational change.
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Mortgage Retention Professional
7 days ago
Mississauga, Ontario, Canada Community Trust Full timeAbout the RoleWe are seeking a highly skilled Mortgage Retention Specialist to join our team at Community Trust Company. As a key member of our mortgage retention team, you will play a critical role in maximizing revenue opportunities and successfully contributing to our overall retention targets.Key ResponsibilitiesManage and complete all aspects of...
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Mortgage Retention Professional
7 days ago
Mississauga, Ontario, Canada Community Trust Full timeAbout the RoleWe are seeking a highly skilled Mortgage Retention Specialist to join our team at Community Trust Company. As a key member of our mortgage retention team, you will play a critical role in maximizing revenue opportunities and successfully contributing to our overall retention targets.Key ResponsibilitiesManage and complete all aspects of...
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Mortgage Retention Professional
7 minutes ago
Mississauga, Ontario, Canada Community Trust Full timeAbout the RoleAs a Mortgage Retention Specialist at Community Trust Company, you will play a critical role in maximizing revenue opportunities and successfully contributing to the overall retention targets. This position requires strong negotiation and sales skills, as well as effective organizational and time management skills.Key ResponsibilitiesManage and...
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