Review and score a random sample of verbal and written communication interactions handled by individuals each month to ensure adherence to all applicable policies and procedures
Review and score a random sample of administrative transactions processed by individuals each month/quarter to ensure adherence to all applicable policies, procedures, and service levels
Complete end-to-end review of specified processes that may cross over teams and/or departments
Complete audits using departmental procedures and predefined criteria set by Management
Provide unbiased, relevant results and feedback to Management team
Provide summary reports quarterly to department head
Facilitate periodic call quality calibration sessions with Management team to ensure scoring consistency
Facilitate quarterly call quality calibration sessions with Management team and external Customer Service vendor
Provide recommendations to improve operations and training materials to Management team based on observed trends and results
Requirements
Minimum 2+ years of customer service and/or administration experience in servicing mortgages, loans or other finance related roles
Excellent knowledge of the mortgage life cycle, specifically Equitable Bank’s servicing policies, along with a solid understanding of transactional loan processing
Post-secondary education (diploma)
Carries out duties with integrity, maintaining a priority and passion towards contributing to quality servicing
Exceptional ability to build rapport, resulting in strong interpersonal relationships
Robust written and oral communication skills
Solid experience using Excel, Word, PowerPoint, and SharePoint in order to build reports, spreadsheets, and presentations to clearly convey results and trends
Motivated, detail oriented self-starter with the ability to work independently
Ability to manage time effectively while administering multiple priorities
Strong mathematical, analytical, and problem solving skills
Fully bilingual in French and English is required both for verbal and written communication
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
Job title
Quality Assurance Specialist, Bilingual – English, French
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