Mortgage Renewal Specialist Jobs

Verify, review, and track all requested documents in mortgage management software

Use documentation to perform functions, such as calculating verified income or verifying assets, and update mortgage management software accordingly

Maintain a focus on enhancing customer service skills and knowledge

Order all necessary documents to satisfy AUS findings, investor and agency requirements

Ensure KPI’s are met as set forth by the processing manager

Review and confirm program eligibility as submitted, assist lender with necessary updates or changes

Excellent organizational skills and the ability to manage priorities

Establish strong working relations with internal stakeholders, including Regional Vice-Presidents, Branch Managers and Relationship Managers.

Deliver a positive client experience while seeking feedback to find opportunities to improve the overall client experience.

Min. 3-5 years of experience in retail lending

Strong knowledge of mortgage products

At ATB, we know that as you develop in your career, you gain many transferable skills.

Excellent organizational skills and the ability to manage priorities

Establish strong working relations with internal stakeholders, including Regional Vice-Presidents, Branch Managers and Relationship Managers.

Deliver a positive client experience while seeking feedback to find opportunities to improve the overall client experience.

Min. 3-5 years of experience in retail lending

Strong knowledge of mortgage products

At ATB, we know that as you develop in your career, you gain many transferable skills.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Strong consultative selling, time management, and organization skills

Provide backup support to sales team colleagues as needed/required by management

Provide a positive customer experience for ESET’s channel partners and end users while maintaining company goals and directives.

Effectively communicate the benefits and value of ESET's security solutions to existing end users and channel partners.

3-5 years of Channel sales experience

Knowledge of general computer usage techniques

Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications )

Previous experience as a mortgage lender

Strong knowledge of the mortgage origination business and home financing products

Excellent presentation and organizational skills

A comprehensive Total Rewards Program of flexible benefits, unlimited commission pay, and pension options

Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence

• Manage and maintain condition management

What This Job Offers Employees:

• Health and dental benefits with your choice of health and/or wellness spending account

• Offering hybrid-work environments for specific roles

Years and Range of Experience Required to Perform the Job:

Bilingual Mortgage Operations Specialist - Toronto

Previous experience as a mortgage lender

Strong knowledge of the mortgage origination business and home financing products

Excellent presentation and organizational skills

A comprehensive Total Rewards Program of flexible benefits, unlimited commission pay, and pension options

Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence

Develop a loyal client base by providing exceptional mortgage advice and financial solutions

Experience with emerging communications and technology (i.e., web based meetings, social media, Digital Banking and Mobile Applications )

Previous experience as a mortgage lender

Strong knowledge of the mortgage origination business and home financing products

Excellent presentation and organizational skills

A comprehensive Total Rewards Program of flexible benefits, unlimited commission pay, and pension options

Cultivate local business opportunities and seek out new customers through relationship building within the community and your centres of influence

You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectively

You’re a relationship builder who is focused on providing a great client experience and growing relationships with existing Bank customers

You have 3 to 5 years of industry-related experience and a deep understanding of your local market

You possess and maintain a driver’s license and have access to personal transportation

You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product.

Our model is efficient, fast, and rooted in common sense lending principles.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.

Functional experience with data management tools e.g. MS Excel

Secondary education or equivalent certification in a business-related field is an asset

Manage assigned outstanding service renewals throughout the purchase-to-pay process

Experience working within a corporate CRM and ERP application preferably NetSuite

Clear communication, both written and verbal with strong interpersonal skills

Process quotations related to requests for products and services associated with existing customer accounts

You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectively

You’re a relationship builder who is focused on providing a great client experience and growing relationships with existing Bank customers

You have 1 to 2 years of industry-related experience and a deep understanding of your local market

You possess and maintain a driver’s license and have access to personal transportation

Home Financing Solutions has a boutique feel where you’ll own your market and be fully supported by our Sales Leaders.

Is this role right for you?

Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.

Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.

Specialized knowledge from education and/or business experience.

Broader work or accountabilities may be assigned as needed. Qualifications:

Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.