Advisor, mortgage financing

Laurentian Bank; Montreal; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated mortgage financing specialist to enhance customer experiences and manage mortgage requests. This role involves guiding clients through the financing process, ensuring compliance with policies, and identifying business opportunities. The ideal candidate will possess strong analytical and interpersonal skills, thrive in a hybrid work environment, and be bilingual. Join a team that values collaboration and innovation while offering a comprehensive benefits package and professional growth opportunities.

Benefits

Stock purchase plan

Annual performance-based bonuses

Paid vacation and floating days

Health and wellness programs

Group insurance and pension plan

Employee-only product offers

Paid day off for birthday

Qualifications

• 3-5 years of experience in banking or mortgage financing is required.
• Advanced knowledge of mortgage processes and products is essential.

Responsibilities

• Manage mortgage financing requests and ensure exceptional customer service.
• Identify business development opportunities and collaborate with stakeholders.

Skills

Bilingualism

Effective communication

Interpersonal skills

Analytical skills

Organizational skills

Collaboration

Ability to work remotely

Ability to handle complex mortgage files

Education

3-5 years of banking/mortgage financing experience

Relevant education in finance

Job description

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

The incumbent is responsible for the complete management of various mortgage financing requests. In this capacity, his main mandate is to offer an outstanding customer experience by taking charge of all stages of the mortgage financing process. He / She will also have the role of detecting and developing opportunities in order to participate in business development.

Responsibilities

• Assists clients in developing the financing strategy best suited to clients' needs
• Completes efficiently all required mortgage reviews activities; primarily focuses on HOK modifications, HELOC portfolios review, refinancing, etc.
• Ensures exceptional customer service and follows up with the client at all stages of the mortgage process
• Ensures compliance with mortgage policies and procedures by keeping mortgage knowledge up to date
• Monitors and maintains a partnership with the Bank's sectors and all stakeholders
• Identifies and transfers business development opportunities to the advisor or private banker
• Supports and contributes to all activities and projects in order to create value for the bank.

Qualifications

• Minimum of 3 to 5 years of banking/mortgage financing experience, required
• Advanced knowledge of the mortgage process and products
• Any other combination of experience and relevant education will also be considered

Specific skills

• Bilingualism, an asset
• Ability to communicate effectively verbally and in writing
• Strong interpersonal skills
• Judgment, analytical skills and the ability to make recommendations
• Ability to plan and organize work well
• Collaboration and teamwork skills
• Ability to work remotely
• Ability to work in a fast-paced environment. Carry out all sales activities within the prescribed timeframe according to industry standards.
• Ability to handle complex mortgage files
• Excellent oral and written communication skills; with developed interpersonal skills
• Hybrid: possibility of travel to a branch
• Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering:

• The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
• Total compensation: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
• Work model: We prioritize a hybrid work model based on business needs.
• Stock purchase plan: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
• Time off: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.
• Health and wellness: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
• Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
• Financial benefits: As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

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