Mortgage Jobs – Paradigm Quest Inc.: Personal Mortgage Advisor
Company:Paradigm Quest Inc. Position Title: Personal Mortgage Advisor Years of Experience: 2+ years Licenses Required: N/A City of Position: Toronto, ON How should candidates contact us: Please contact: firstname.lastname@example.org
Personal Mortgage Advisor
Title: Personal Mortgage Advisor Dept: Retention Reports to: Manager, Retention Location: Toronto
As a Personal Mortgage Advisor you will be a key point of contact for our customers. You will be responsible for providing expert knowledge and advice on a wide range of mortgage products while focusing on the customer’s priorities and exceeding their expectations. At the same time focusing on innovative thinking and exceptional customer service.
Role Specific Accountabilities (include, but not limited to the following):
Identify customer requirements while focusing on their priorities to ensure they always receive the best advice.
Provide mortgage solutions using a thorough knowledge base of the wide range of mortgage products available.
Provide positive, pro active and urgent communication to customers regarding their application/loan status.
Utilize all tools and resources available to you to retain our book of customers
Verify/validate all required mortgage/client information.
Gather and document necessary reports about the applicant such as credit history, income status etc.
Negotiate, structure and evaluate mortgage applications with the defined scope of approval authority
Prepare recommendations from residential loans that are over defined scope of approval limit and present submissions to the appropriate team member
Maintain knowledge of all applicable underwriting guidelines
Work closely with customer service, underwriters, credit administrators and funders to facilitate loan processing
Ensure a high level of service excellence at all time.
Educational /Technical Experience:
A university degree/college diploma in Business and/or equivalent education and experience
2+ years of experience in Underwriting or Retention and/or equivalent
2+ Canadian Banking experience or other Financial Services experience is considered an asset
AMP designation/in progress is considered an asset
Available to work two late shifts (12 – 8PM) a week minimum
Exhibits solid communication skills, both written and verbal with ability to communicate and articulate effectively
Strong analytical and problem-solving capabilities
Excellent Initiative and organizational skills
Excellent judgment / must be able to make independent decisions
Customer Service focused
Flexible and adaptable / able to multi-task under pressure
Proven ability to meet deadlines
Working knowledge of Microsoft Word/Access/PowerPoint/Excel
Working knowledge of Internet and Email Applications (Outlook/Outlook Express)
Ability to work independently as well as part of a team
Ability to prioritize and follow-up on work
Sense of humour
Paradigm Quest is an equal opportunity employer and welcomes applications from all interested parties.
If you are interested in applying for this position, please forward your resume by email to email@example.com for confidential consideration. We thank you for your interest, however, only those candidates selected to proceed in the process will be contacted.
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