Mortgage Specialist - Broker

Who We Are
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.
Our Values, Our Passion
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.
We Are Customer-Focused, Passionate Advocates.
We Have the Courage to Act and Do the Right Thing.
We Are One Team, with One Vision.
We Think Long-Term, We Are Ever-Evolving.
We Strive to Be Exceptional and Inspire Greatness.
POSITION SUMMARY:
This position will be reporting to the Manager, Referred Sales. The Mortgage Specialist is responsible for closing referred lead sales by telephone. Managing incoming leads generated by your assigned Business Development Manager(s) and proactive database management of previously generated referred leads will allow you to convert these opportunities into closed sales. Your performance will be measured against quarterly and annual quotas and rewarded with a competitive base salary, commissions and graduated bonus potential program in addition to extensive benefits program to create a highly competitive compensation package that will be attractive to top-performers.
MAJOR ELEMENTS OF THE ROLE:

• Close sales by calling leads and effectively managing the sales process from start to finish while ensuring appropriate involvement of third-party participants such as family members, children, lawyer, etc.
• Liaise with various internal and external business partners to ensure the timely and accurate processing of each client file
• Delivery of established sales targets for assigned territories working in tandem with the Business Development Manager(s)
• Provide timely communication to BDM and partners on the status and progress of various deliverables (ie: client files, document status, client quotes, etc.)
• Effectively manage a pipeline of mortgage files and ensure consistent and timely follow-up for active and potential clients
• Continuous learning - product knowledge, selling skills and relationship management techniques

Keys to Success include:

• Exceptional communication skills, particularly telephone selling skills and etiquette
• Ability to self-manage within a “pay for performance” compensation model (Salary+Comissions+Bonuses)
• Strong understanding of the current financial services environment
• Superior sales and interpersonal skills
• Superior organizational and time management skills in order to manage multiple client files simultaneously
• Results oriented and motivated to always exceed sales targets

SKILLS AND EXPERIENCE REQUIRED:

• Knowledge of Salesforce.com CRM is a definite asset
• Post-Secondary education an asset
• 7+ years of successful sales experience with particular emphasis selling in a variable compensation telephone sales environment
• Experience in financial services/Wealth management, and/or mortgage sales is a definite asset
• Bilingual (French & English) is an asset

Working Conditions Unique to Job:

• Standard office environment

WHY WORK AT HOMEEQUITY BANK?
Great Environment
HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.
We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.
A Dynamic Culture – With People at the Centre
We believe our people make all the difference, and our tireless commitment to inclusivity, professional development, and employee engagement/experience has been recognized through awards including the Canadian Mortgage Professional (CMP) Top Mortgage Employer 2023 (third year in a row), Achievers 50 most Engaged Workplaces 2023, Waterstone Canada's Most Admired Corporate Cultures 2022, Globe and Mail’s Report on Business: Canada’s Top Growing Companies 2022 (third year since 2019), Strategy Online Top 10 Brands Awards (at #8) .
Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development, as well as providing employees unlimited access to LinkedIn Learning.
Celebrating Great Work and People
We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.
From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.
Our Community Leadership Program also recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with the opportunity to take a paid day off each year to support their favourite local charity.
The Perks
HomeEquity Bank offers a competitive total rewards package that includes the following:

• Employee corporate discount for GoodLife Fitness
• Extended health and dental benefits
• Employer Matched Group Retirement Savings Plan
• Employee Share Investment Plan
• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
• Employee & Family Assistance Program

Stay in the Know
Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:
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