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Company | Neo Financial |
Address | Calgary, Alberta, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-27 |
Posted at | 10 months ago |
Description
- Remain current on the latest industry trends to secure a competitive advantage
- Act as the first point of contact for all potential new clients; walking them through the Neo mortgage process as well as providing recommendations based on their unique situations
- Package completed mortgage applications and submit to our underwriting team
- As an ambassador of Neo, execute consistent brand messages through repeatable and measurable process touches that will continually engage, promote, service, and solicit new business leads and cross-sell opportunities
- Build a thorough knowledge and understanding of Neo’s mortgage products and services as well as assessing local competition and market opportunities
- Handle incoming calls regarding early renewals, maturing accounts and discharge requests
- Handle multiple leads simultaneously while creating and maintaining relationships with customers to better understand and achieve their mortgage needs
- Convert mortgage leads into applications through calling potential clients to discuss Neo’s mortgage products and opportunities available
- Experience achieving sales quotas, with a strong internal desire to meet and exceed achievable targets
- Experience as a mortgage broker or in mortgage sales at another lender is an asset
- 3-5+ years experience in a customer facing role
- You bring strong customer service skills with an ability to build trust and establish rapport quickly
- Experience in financial services or with financial products is an asset
- You’re a high-achiever with a desire to drive results in a startup environment
- You are a fast learner and can adapt to new processes in a quickly changing and sometimes ambiguous environment
- Experience managing full cycle sales
- You have strong organizational and time management skills and are always one step ahead
- You have a passion for growth and excellence, strive to deliver the highest quality results
- You have exceptional written and verbal communication skills with an acute attention to detail
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