Customer Experience Liaison for Reverse Mortgages
2 weeks ago
The Customer Engagement Specialist at EQ Bank | Equitable Bank is responsible for supporting clients through the reverse mortgage process. This role requires strong communication and organizational skills to effectively manage client leads, obtain required documentation, and build strong relationships with internal teams and external partners.
You will work closely with internal contacts, such as underwriters, managers, and administrators, as well as external contacts like lawyers and clients. Your primary goal will be to ensure clients understand the product nuances and process steps while maintaining a positive relationship with EQB.
Key Responsibilities- Client Lead Management: Manage client leads through the reverse mortgage process, ensuring they understand the product nuances and process steps.
- Documentation Gathering: Obtain and assemble required documentation for credit review, adhering to corporate guidelines.
- Relationship Building: Build and maintain strong relationships with clients, internal teams, and external partners.
- Lead Tracking: Monitor lead flow, client applications, status, and fundings to maintain momentum and identify potential delays.
- Post-Secondary Degree: Completion of a post-secondary degree program.
- Mortgage Industry Experience: 5+ years of experience in the mortgage industry, with bonus points for retirement-oriented lending experience.
- Mortgage Knowledge: In-depth knowledge of the mortgage environment and entire funding process.
- Customer Service: Proven track record of delivering superb customer service.
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Vancouver, British Columbia, Canada EQ Bank | Equitable Bank Part time**Job Overview**The Customer Engagement Specialist plays a vital role in supporting our reverse mortgage applicants throughout their journey. This involves proactively monitoring client files, reaching out to them, and managing questions and documentation from various stakeholders.
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