The Renewals Advisor is responsible for establishing and maintaining a professional relationship with borrowers and/or brokers whose mortgages are approaching maturity.
They must review each individual file, assess clients’ needs, provide necessary information and negotiate renewals with the ultimate goal of retention, while adhering to the bank’s set policies and procedures.
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
Benefits
Competitive discretionary bonus
Market leading RRSP match program
Medical, dental, vision, life, and disability benefits
Employee Share Purchase Plan
Maternity/Parental top-up while you care for your little one
Generous vacation policy and personal days
Virtual events to connect with your fellow colleagues
Annual professional development allowance and a comprehensive Career Development program
A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
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