Renewal Administrator

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What's in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

We're looking for our next Renewal Administrator. Could it be you?
Reporting to the Sr. Manager, Mortgage Retention, the Renewal Administrator is responsible for managing and processing all aspects of mortgage renewals, ensuring thorough file audits and compliance with internal policies and regulatory requirements. This role is dedicated to enhancing customer retention and minimizing payout risks for existing borrowers. The Renewal Administrator will maximize revenue opportunities and contribute to overall retention targets while maintaining a strong focus on operational efficiency and best-in-class service delivery.

Need more details? Keep reading…
In this role, responsibilities include but are not limited to:

• Manage and process loan renewals, ensuring all documentation is collected and verified before booking.
• Conduct thorough audits of mortgage files prior to booking for compliance with standards and regulations.
• Initiate proactive outreach to existing mortgage customers to discuss renewal options and encourage retention.
• Build and maintain strong relationships with internal teams, brokers, and third parties.
• Compile and organize all necessary documentation for renewal applications according to established procedures.
• Ensure accurate and secure maintenance of both electronic and paper-based records.
• Adhere to Anti-Money Laundering (AML) and Know Your Client (KYC) procedures throughout the renewal process.
• Identify and report potential compliance issues or violations promptly.
• Monitor and track renewal metrics to assess performance against retention targets.
• Prepare and present regular reports on renewal activities, highlighting successes and areas for improvement.
• Identify opportunities for process enhancements to improve efficiency and customer experience.
• Participate in testing and assessing new system enhancements or tools related to the renewal process.
• Stay informed about market trends, competitor offerings, and changes in regulations impacting renewal strategies.
• Provide insights and recommendations based on market conditions to support business objectives.
• Work closely with the Residential Funding team to ensure timely processing of renewal applications.
• Coordinate with internal departments to ensure necessary support during the renewal process.

So are YOU our next Renewal Administrator? You are if you…

• Have a minimum of 2 years experience in customer service within the mortgage industry
• Have experience with residential retention or underwriting is preferred
• Have experience across various areas of residential mortgage administration and/or servicing is an asset
• Have a Post-Secondary Education is preferred
• Demonstrate strong, sound negotiation and sales skills
• Demonstrate interpersonal and relationship building skills
• Demonstrate effective organizational and time management skills
• Have solid written and verbal business communication skills
• Have working knowledge of Google Workspace
• Have sound analytical thinking, planning, prioritization, and execution skills
• Are detail oriented with an acute attention to accuracy
• Are capable of handling multiple tasks and meeting stringent deadlines
• Are tactful, diplomatic and politely persistent
• Are results oriented
• Are self-motivated, confident and capable of working both independently and in a team environment
• Bring a positive, can-do attitude to our organization, using creative solutions to solve problems
• Can 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

Additional information:

• Please note: This role will be required to be in office 3 days a week

Sounds like you? Click below to apply
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.