Mortgage Solutions Advisor, Bilingual

Posted 6 days ago

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About the role

  • Bilingual Mortgage Solutions Advisor handling inbound and outbound mortgage sales for CIBC, a relationship-oriented bank. Managing leads, client documentation, approvals, funding, and sales targets.

Responsibilities

  • Handle 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
  • Ensure sales targets are achieved while maintaining client satisfaction
  • Answer client questions and resolve issues according to department objectives
  • Follow up to obtain and confirm signed client documentation
  • Follow up on leads from the call centre, general servicing team, information statements, discharge statements, and mortgage verifications
  • Stay current on mortgage products, policies, procedures, competition, conditions, and documents
  • Work with underwriters and advancing partners to ensure mortgages are approved and funded
  • Achieve sales targets across all parameters of the business plan

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 with a closing door
  • Wired internet connection with minimum download speed of 15 Mbps and upload speed of 10 Mbps
  • Satellite internet providers prohibited
  • Flexibility to work full-time shifts Monday to Friday between 8am and 9pm EST and Saturday 9am-5pm EST
  • Ability to attend the primary work location within two hours’ notice for business-related purposes
  • Legal eligibility to work at the specified location and, where applicable, a valid work or study permit
  • Mortgage underwriting experience is an asset
  • Digital technology proficiency and adaptability to new tools and trends

Benefits

  • Competitive base salary
  • Year-end incentive award program (Goals, Performance, Success (GPS))
  • Incentive pay
  • Banking benefits
  • Benefits program
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers social, points-based recognition program
  • Paid Purpose Day for growth and development
  • Remote work program
  • 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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