Mortgage Specialist
On-siteMilton, Ontario, Canada
Job Summary
Cultivate referral networks and build relationships to generate mortgage business and increase market share. Actively identify sales opportunities, execute marketing programs, and drive profitability goals through targeted promotions. Guide customers through application and processing activities while resolving issues to ensure timely fund advancement. Liaise with internal teams and external stakeholders to fulfill home financing applications and expand the bank's community presence. Analyze data to provide insights, format reports, and recommend solutions for strategic initiatives. Maintain operational integrity by completing transactions in compliance with guidelines and risk management frameworks.
Required Qualifications
- Typically between 3 - 5 years of relevant experience
- post-secondary degree in related field of study
- equivalent combination of education and experience
- Credit Qualifications
- associated credit knowledge
- credit skills
- Credit portfolio requirements
- qualification standards
- In-depth understanding of the mortgage lending process
- applicable regulatory requirements
- Strong interpersonal skills
- sales skills
- customer service skills
- negotiation skills
- Expert knowledge of self-management
- teamwork skills
- personal lending
- relationship sales
- relationship management
- Functional knowledge of personal banking
- investments
- trust services
- business lending
- commercial lending
- cash management
- Strong knowledge of the broader real estate industry
- mortgage market
- Specialized knowledge from education
- Specialized knowledge from business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Preference will be given to Korean Speaking candidate
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