Bilingual Funding Officer reviewing loan applications and validating documentation for Financeit, a Canadian point - of - sale financing provider. Serving Partners and Borrowers while maintaining lending compliance and operational integrity.
About the role
- Mortgage Retention & Growth Advisor helping clients navigate mortgage renewals at RBC. Providing tailored advice and support for homeownership and financial decisions.
Responsibilities
- Connect with clients , you will reach out to clients approaching their mortgage renewal, listen to their goals, and help them explore their options
- Build Relationships: Stay in touch with clients throughout their entire renewal journey, making sure they feel supported every step of the way
- Provide Thoughtful Advice: Discuss mortgages, home equity, and credit solutions in a way that makes sense for each client
- Spot Opportunities: Demonstrating curiosity, you identify ways you can help clients with other financial needs and introduce them to the right team
- Collaborate Across RBC: You will work with branch teams, mortgage specialists, and other advisors to connect clients with the right solutions
Requirements
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
- Lending Experience: You have a proven track record of successfully structuring credit deals and submitting credit applications
- A genuine Interest in Homeownership & Passion for Advising Clients: Finding tailored solutions for your clients when it comes to their home ownership and helping people with money decisions
- Strong Communication: You can explain things clearly, listen well, and build rapport with different types of people
- Self-Motivated: You take initiative, follow through on commitments with a proven track record of translating goals into actionable results
- Comfort with Flexibility: You’re adaptable in a fast-paced environment and comfortable working evenings and weekends.
Benefits
- Growth & Development Opportunities : Access world-class training, coaching, and opportunities to advance your career while collaborating with a high-performing team.
- Rewards & Flexibility : Competitive compensation, bonuses, flexible benefits, and work arrangements.
- Collaborative Culture: Work alongside a dynamic, high-performing team committed to progressive thinking and mutual success.
- Impactful Work: Help clients achieve their homeownership dreams, nurturing relationships and providing meaningful advice on mortgage options, home equity, and personalized credit solutions.
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