Mortgage Solutions Advisor, Bilingual

Posted 2 days ago

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About the role

  • Bilingual Mortgage Solutions Advisor supporting CIBC’s residential mortgage clients through inbound and outbound sales. Managing leads, documentation, approvals, funding, and client relationships.

Responsibilities

  • Enhance the customer portfolio through inbound and outbound mortgage sales inquiries
  • Fulfill mortgage leads for purchases, refinances, ports, and early renewal negotiations
  • Build strong relationships with business partners and clients
  • Achieve sales targets while maintaining client satisfaction
  • Answer client questions and resolve issues in accordance with department objectives
  • Follow up with clients to obtain properly received and signed documentation
  • Follow up on leads from the call centre, general servicing team, information statements, discharge statements, and mortgage verifications
  • Stay current on new products, policies, procedures, competition, and mortgage conditions
  • Explain mortgage conditions and documents to clients
  • Collaborate with underwriters and advancing partners to ensure mortgages are approved and funded

Requirements

  • Experience in the residential mortgage business
  • Understanding of market conditions, trends, mortgage product knowledge, and pricing issues
  • Fluency in French and English
  • Ability to work independently in a private and quiet workspace
  • Wired internet connection with minimum 15 Mbps download and 10 Mbps upload speeds
  • Satellite internet providers prohibited
  • Ability to attend the primary work location within two hours’ notice for business-related purposes
  • Flexibility to work full-time shifts during contact centre hours: Monday–Friday, 8am–9pm EST and Saturday, 9am–5pm EST
  • Legal eligibility to work at the specified location and, where applicable, a valid work or study permit
  • Mortgage underwriting experience is an asset
  • Digital adaptability and ability to use evolving technologies

Benefits

  • Year-end incentive award program (Goals, Performance, Success (GPS))
  • Competitive base salary
  • Incentive pay
  • Banking benefits
  • Benefits program
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers social, points-based recognition program
  • Purpose Day: paid day off dedicated to growth and development
  • Remote work arrangement with occasional on-site attendance
  • Accessible candidate experience and accommodation support

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

HybridMontrealCanada

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