7 дней назад
Mortgage Solutions Advisor, Remote - Bilingual
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mortgage Solutions Advisor, Remote - Bilingual (Mortgages/Sales): Managing inbound and outbound mortgage inquiries, including purchases, refinances, ports, and early renewals, with an accent on client service, mortgage product expertise, and relationship building. Focus on following up on documentation, coordinating with underwriters and advancing partners, and achieving sales targets while maintaining client satisfaction.
Location: Montréal, Québec, Canada; remote work with occasional onsite attendance required at the primary work location within two hours' notice
Company
is a relationship-oriented bank serving clients through banking products and digital services.
What you will do
- Manage inbound and outbound mortgage sales inquiries for purchases, refinances, ports, and early renewals.
- Follow up with clients on required documentation, signatures, leads, statements, and mortgage verifications.
- Explain mortgage products, policies, conditions, and documents to clients.
- Build relationships with business partners, underwriters, advancing partners, and clients.
- Support mortgage approval and funding while achieving sales targets and maintaining client satisfaction.
Requirements
- Experience in the residential mortgage business, including knowledge of market trends, mortgage products, and pricing.
- Fluency in French and English is required to serve clients in the community.
- Client service, communication, sales, and relationship-building skills.
- Ability to work independently in a private, quiet workspace with a door that closes.
- Reliable wired internet with at least 15 Mbps download and 10 Mbps upload; satellite internet is not permitted.
- Must be legally eligible to work in Canada and hold a valid work or study permit where applicable.
Nice to have
- Mortgage underwriting experience.
- Digital fluency and the ability to adapt to new tools and technologies.
Culture & Benefits
- Remote work through the Agent@Home program with occasional onsite attendance.
- Full-time, shift-oriented schedule between Monday-Friday, 8:00 a.m.-9:00 p.m. EST and Saturday, 9:00 a.m.-5:00 p.m. EST.
- Competitive salary, incentive pay, banking benefits, and a benefits program.
- Defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and employee recognition programs.
- Paid Purpose Day for personal growth and development.
Hiring process
- The process may include an attribute-based assessment and skills tests, including a French proficiency assessment.
- Artificial intelligence tools may be used during recruitment.
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