Bilingual Renewals Advisor

3 weeks ago


Calgary, Alberta, Canada Equitable Bank Full time
Job Summary

We are seeking a highly skilled and bilingual professional to join our team as a Bilingual Renewals Advisor. As a key member of our mortgage portfolio team, you will be responsible for proactively establishing and maintaining contact with borrowers in our assigned portfolio of loans. Your primary goal will be to retain them as Equitable Bank borrowers through a strong emphasis on superior customer service.

Key Responsibilities
  • Retention (60%)
    • Proactively establish and maintain contact with borrowers in the assigned portfolio of loans 90 to 180 days prior to maturity.
    • Negotiate renewals within a predetermined pricing range, attempting to offer the borrower the best product while maximizing the bank's profit.
    • Assess borrowers on an individual basis, making knowledgeable recommendations that are best suited to address their needs.
    • Be self-directed and organized, able to balance and upkeep the day-to-day maintenance of five months' worth of loans in a large portfolio.
  • Administration (30%)
    • Prepare loan renewal documents for individual borrowers, processing said documents once signed and returned by borrowers.
    • Ensure all procedural and compliance requirements are met to minimize the bank's exposure to risk.
    • Ensure all actions to the file are accurately and consistently documented on the customer tracking database.
    • Ensure the file has met all Anti-Money Laundering and Anti-Terrorist Financing requirements as stipulated by procedures.
  • Reporting (5%)
    • Systematically track all interactions with borrowers and other external parties.
    • Keep monthly portfolio spreadsheets up to date and available for review by management upon request.
  • Other (5%)
    • Efficiently and accurately complete any additional projects and tasks related to SFR Renewals that may be assigned by management.
    • Be team oriented, showing a willingness and ability to harmoniously work alongside other Equitable Bank employees in Renewals and other departments to better serve borrowers.
    Requirements
    • Completed post-secondary program in a related discipline and/or 2-3 years of experience in a related field.
    • Bilingual (English and French).
    • Superior interpersonal and communication skills, both written and verbal.
    • Strong decision making and problem solving abilities.
    • Ability to perform under pressure.
    • Basic mathematical skills.
    • Exemplary analytical abilities.
    • Strong customer service and negotiation skills.
    • Computer literate (MS Outlook, MS Word, MS Excel).
    • Self-motivated to meet tight deadlines.
    • Results/goal achievement oriented.
    • Ability to seamlessly balance multiple priorities simultaneously; organized multitasking.
    • Team oriented.
    • Working knowledge of residential mortgages and processes, and thorough understanding of products offered by Equitable.
    • A general understanding of current mortgage market trends.

  • Insurance Advisor

    1 month ago


    Calgary, Alberta, Canada Acera Insurance Full time

    Client Advisor, Personal InsuranceWe are seeking a highly skilled and motivated Client Advisor, Personal Insurance to join our team at Acera Insurance. As a Client Advisor, you will work collaboratively with clients, insurance companies, and your colleagues to exceed client expectations.Key Responsibilities:Recommend and provide Auto and Personal insurance...

  • Insurance Advisor

    1 month ago


    Calgary, Alberta, Canada Acera Insurance Full time

    Client Advisor, Personal InsuranceWe are seeking a highly skilled and motivated Client Advisor, Personal Insurance to join our team at Acera Insurance. As a Client Advisor, you will work collaboratively with clients, insurance companies, and your colleagues to exceed client expectations.Key Responsibilities:Recommend and provide Auto and Personal insurance...


  • Calgary, Alberta, Canada TransAlta Corporation Full time

    We are seeking a highly skilled Lead Estimator to join our Project Delivery & Construction team at TransAlta Corporation.About the RoleThis pivotal position offers the opportunity to provide active leadership, support and guidance to our Project and Construction teams, ensuring projects are delivered using best industry practices. As a trusted advisor, you...

  • Banking Advisor

    3 weeks ago


    Calgary, Alberta, Canada National Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their...

  • Banking Advisor

    3 weeks ago


    Calgary, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Provide advice...

  • Banking Advisor

    3 weeks ago


    Calgary, Alberta, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer...


  • Calgary, Alberta, Canada Capstone Infrastructure Full time

    Asset Management Framework & Operations ExcellenceWe are seeking a highly motivated and organized Asset Manager to join our dynamic operations team at Capstone Infrastructure Corporation. This role is based in either Alberta or Toronto and will report directly to the Vice President of Asset Management.The successful candidate will be responsible for...

  • Banking Advisor

    3 weeks ago


    Calgary, Alberta, Canada National Bank Full time

    Job SummaryAs a Banking Advisor at National Bank, you will play a key role in providing exceptional client service and building strong relationships with our clients. You will be responsible for listening to clients' needs and resolving complex situations, providing advice and solutions for personal and small business clients, and ensuring client...

  • Insurance Advisor

    4 weeks ago


    Calgary, Alberta, Canada BrokerLink Full time

    About BrokerLinkAt BrokerLink, we pride ourselves on living our values: integrity, respect, customer-driven mindset, excellence, and generosity. These values drive our diversity and inclusion efforts to create a respectful and inclusive work environment.Job SummaryWe are seeking a highly motivated and customer-focused Personal Insurance Advisor to join our...


  • Calgary, Alberta, Canada Capstone Infrastructure Full time

    Asset Manager RoleCapstone Infrastructure Corporation is seeking a highly skilled Asset Manager to join its dynamic operations team. This role is based in either Alberta or Toronto and will report directly to the Vice President of Asset Management.Responsibilities:Assist with goals and objectives for the Company.Work closely with senior management and plant...


  • Calgary, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Commercial Credit Advisor to join our Credit Advisory Group. As a key member of our team, you will play a critical role in supporting Relationship Managers in credit renewal and adjudication of files up to $3 MM Total Single Name Exposure.Key ResponsibilitiesAssist Relationship Managers with completing credit...


  • Calgary, Alberta, Canada BluEarth Renewables Full time

    Key ResponsibilitiesAs a key member of the BluEarth Renewables team, the Senior Communications Advisor will be responsible for developing and executing creative communication strategies that support the company's strategic plan and goals.Strategic Direction & InitiativesThe ideal candidate will oversee the consistent execution of the BluEarth brand across...


  • Calgary, Alberta, Canada BluEarth Renewables Full time

    Key ResponsibilitiesAs a key member of the BluEarth Renewables team, the Senior Communications Advisor will be responsible for developing and executing creative communication strategies that support the company's strategic plan and goals.Strategic Direction & InitiativesThe ideal candidate will oversee the consistent execution of the BluEarth brand across...


  • Calgary, Alberta, Canada Sun Life Full time

    About the RoleAs a Bilingual Senior Underwriting Consultant, High Net Worth, you will play a key role in supporting the High Net Worth Team at Sun Life. This team is dedicated to creating a remarkable new business experience through an unparalleled proactive and responsive process that supports both the advisor and their client throughout the entire...


  • Calgary, Alberta, Canada Acera Insurance Services Ltd. Full time

    About the RoleWe are seeking a highly skilled Insurance Marketing Specialist to join our team at Acera Insurance Services Ltd.As an Insurance Marketing Specialist, you will be responsible for marketing new business and renewals of medium to large commercial accounts.You will work closely with Client Executives and/or Client Advisors on new and renewal...


  • Calgary, Alberta, Canada BluEarth Renewables Full time

    Key ResponsibilitiesAs a key member of the BluEarth Renewables team, the Senior Communications Advisor will be responsible for developing and executing creative communication strategies that support the company's strategic plan and goals.Strategic Direction & InitiativesThe successful candidate will oversee the execution of communication plans and tactics,...


  • Calgary, Alberta, Canada BluEarth Renewables Full time

    Key ResponsibilitiesAs a key member of the BluEarth Renewables team, the Senior Communications Advisor will be responsible for developing and executing creative communication strategies that support the company's strategic plan and goals.Strategic Direction & InitiativesThe successful candidate will oversee the execution of communication plans and tactics,...


  • Calgary, Alberta, Canada Sun Life Full time

    Job Summary:We are seeking a highly skilled Bilingual Senior Underwriting Consultant to join our High Net Worth Team at Sun Life. As a key member of our team, you will be responsible for underwriting complex cases, providing expert advice, and delivering exceptional client service.Key Responsibilities:Use your technical underwriting skills to assess risk and...


  • Calgary, Alberta, Canada BluEarth Renewables Full time

    Key ResponsibilitiesAs a key member of the BluEarth Renewables team, the Senior Communications Advisor will be responsible for executing creative communication strategies, plans, and tactics that support the company's strategic plan and goals. This includes managing related budgets and overseeing the consistent execution of the BluEarth brand across all...

  • Insurance Broker

    4 weeks ago


    Calgary, Alberta, Canada Acera Insurance Full time

    BrokerWe're seeking a skilled Broker to join our team at Acera Insurance. As a key member of our organization, you'll play a vital role in marketing new business and renewals of medium to large commercial accounts.Key ResponsibilitiesDevelop and maintain strong relationships with underwriters, client executives, and client advisorsUtilize excellent...