Mortgage Specialist
Core
Cultivate referral networks and execute marketing/sales programs to drive mortgage business growth and home financing solutions for customers in the Greater Toronto West Region.
Role type
Sales-focused Mortgage Specialist (Retail Banking)
Builds
Mortgage originations and home financing solutions
Domain
Retail Banking / Real Estate Lending
Deliverable
client delivery
Required skills
sales, negotiation, customer service, relationship management, regulatory compliance knowledge, data analysis, problem solving
Preferred skills
knowledge of real estate industry, cross-selling/up-selling strategies, community event participation
Technologies
internal banking systems, reporting dashboards
Responsibilities
Proactively contacts referral sources to lead discussions on home financing; executes targeted marketing programs and promotions; guides customers through application and processing; resolves issues and escalates complex matters; analyzes data to provide insights and recommendations; documents updates in internal systems.
Seniority
Mid-level (3-5 years experience)