Sales Assistant supporting the sales team at Finora Bank, involved in client onboarding and sales documentation. Assist with record maintenance and collaborate with other bank units.
About the role
- Support Mobile Advisors in the RESL application process as a single point of contact while managing client experience at CIBC. Involved in relationship management and residential lending expertise.
Responsibilities
- Coordinate and execute the end-to-end RESL application process
- Support a dedicated Mortgage Advisor portfolio
- Maintain professional relationships with clients and partners
- Apply in-depth knowledge of RESL tools to applications
- Monitor work progress and ensure operational efficiency
- Lead pipeline management and track sales pipeline progress
Requirements
- Comprehensive residential lending skills
- Strong communication skills, both written and verbal
- Ability to manage relationships with multiple partners and clients
- Experience in mortgage advisory and related fields
- Knowledge of real estate lending policies and procedures
- Legal eligibility to work in specified locations
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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