Life Service Associate answering clients’ and brokers’ Life and Health insurance policy inquiries for RBC, Canada’s largest bank. Managing calls, emails, policy information, and first - contact resolutions.
About the role
- Mortgage Associate optimizing workflows with automated systems and in-house support for mortgage clients. Focus on relationship-building and closing deals in a fully remote setup
Responsibilities
- Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again.
- Automate Your Workflow: Our system automates the most time-consuming tasks, including: Nurturing your client pipeline and identifying new opportunities; Guiding clients step-by-step through their application; Integrating Equifax soft credit checks; Automatically requesting the correct documents from clients; Handling compliance and FINTRAC reporting.
- Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business.
- Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency.
Requirements
- Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads.
- Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Mortgage Associate or as an Mortgage Advisor at a bank or credit union.
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