RESL Support Lead, Client Sales and Support (12-month secondment)

CIBC

2d•Remote

About The Position

The RESL Support Lead is the single point of contact for the Mobile Advisor, responsible for coordination and execution of the end to end RESL application process, working directly with clients and managing the client experience to achieve sales targets and key deliverables. The roles applies comprehensive residential lending skills to assist the Mortgage Advisor to grow and cultivate a referral network that will generate a target >$65m+ in CIBC mortgage production annually. The roles makes decision on their own work methods to organize and schedule work activities, monitor work progress across multiple parties, maximize operational efficiency, ensuring adherence to policies and procedures, respond to changing priorities and resolve obstacles. 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. Please note that this role is based in Canada.

Requirements

Comprehensive residential lending skills
Strong communication skills, both written and verbal
In-depth knowledge of real estate lending policies and procedures
Knowledge of all RESL tools
Ability to ensure lender due diligence and AML adherence
Ability to ensure regulatory compliance adherence
Ability to schedule and co-ordinate work activities across multiple parties and partners
Ability to monitor progress and ensure accuracy of tasks completed by Mortgage Advisor Assistants
Ability to lead end-to-end pipeline management
Ability to track sales pipeline progress
Ability to conduct analysis of data against milestones and business performance plans
Active Listening
Client Service
Customer Experience (CX)
File Maintenance
Interpersonal Communication

Responsibilities

Support a dedicated Mortgage Advisor portfolio, work in a fast-paced environment to effectively execute priorities of varying complexity.
Identify and implement opportunities to improve the efficiency of the end-to-end RESL application process.
Act as a single point of contact and maintain professional relationships with multiple partners and clients through excellent interpersonal skills.
Advocate on behalf of the Mortgage Advisor and our clients with all internal and external partners.
Speak with clients, contact and prepare clients for first Mortgage Advisor appointment, collect required information and documentation, prepare all E-signing documents, address questions and follow up directly with clients.
Apply in-depth knowledge of real estate lending policies and procedures, including all RESL tools to all applications to ensure lender due diligence and AML adherence.
Operate in lock-step pace of the Mortgage Advisor, providing end-to-end support, proactively identify gaps and/or mismatches between ECIF, mMortgage, Client, ensure regulatory compliance adherence, schedule and co-ordinate work activities across multiple parties and partners, monitor progress and ensure accuracy of tasks completed by Mortgage Advisor Assistants, opening and closing solutions.
Lead end-to-end pipeline management and track sales pipeline progress and conduct analysis of data against milestones and business performance plans.