Mortgage Specialist - Edmonton Area
Core
Help Albertans turn the dream of home ownership into reality by growing ATB's mortgage business in a specific territory through client acquisition and relationship management.
Role type
Sales-focused Mortgage Specialist (IC)
Builds
Mortgage loans for individual clients
Domain
Financial Services / Real Estate
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Retail lending experience, mortgage product knowledge, sales and negotiation, relationship building, application preparation
Preferred skills
None stated
Technologies
None stated
Responsibilities
Grow ATB's mortgage business based on client needs and business objectives; Achieve and exceed sales objectives; Develop and maintain productive business relations with stakeholders in the home industry (Realtors, Builders, Centers of Influence); Establish strong working relations with internal stakeholders (Regional VPs, Branch Managers, Relationship Managers); Maintain communication with branches to hand off new clients; Work collaboratively within the Mortgage Development Sales team; Prepare quality applications for credit and recommend approval; Provide regular and accurate reporting of sales activities; Deliver a positive client experience.
Seniority
Mid-level (3-5 years experience required)