Mortgage Solutions Advisor

CIBC • Halifax, NS

5d • Remote

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your focus will be on not only fulfilling mortgage leads but also creating strong relationships with our business partners and our clients. You will fulfill mortgage leads inclusive of purchase, refinance, ports, and early renewal negotiation. You will ensure targets are achieved while maintaining client satisfaction. You will be eligible to participate in CIBC’s year-end incentive award program, Goals, Performance, Success (GPS) and you will receive a competitive base salary. At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis. We have embarked on an Agent@Home remote work program. All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business-related purposes.

Requirements

• Demonstrate experience in the residential mortgage business, with an understanding of market conditions/trends/mortgage product knowledge and pricing issues.
• Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes).
• Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps).
• Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.
• Be flexible between the hours of Monday to Friday, 8am to 9pm EST and Saturday 9am-5pm EST.
• Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.

Nice To Haves

• Mortgage underwriting experience.

Responsibilities

• Fulfill mortgage leads inclusive of purchase, refinance, ports, and early renewal negotiation.
• Ensure targets are achieved while maintaining client satisfaction.
• Ensure client questions and issues are answered in accordance with department objectives.
• Follow up with clients to ensure proper documentation is received and signed.
• Follow up on leads provided by the call centre, general servicing team, information statements, discharge statements and mortgage verifications.
• Ensure you remain updated on knowledge of new products, policies, procedures and competition in order to fulfill client needs and explain mortgage conditions and documents.
• Work closely with underwriters and advancing partners to ensure mortgage is approved and funded.
• Achieve sales targets across all parameters of the business plan.

Benefits

• Competitive base salary
• Eligible to participate in CIBC’s year-end incentive award program, Goals, Performance, Success (GPS)
• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed