Remote Mortgage Advice Specialist - Bilingual

Canadian Imperial Bank of Commerce; Montreal; Remote; CAD 50,000 - 80,000; Full time

Job summary

Join CIBC as a Remote Mortgage Advice Specialist, focusing on pre-approving mortgages and delivering excellent client service. This full-time role requires strong problem-solving skills and a passion for serving clients' financial needs, with tools provided for effective remote work.

Benefits

Competitive salary

Defined benefit pension plan

Wellbeing support

Employee share purchase plan

Vacation offering

Qualifications

• Experience in mortgages to offer options based on client situations.
• Fluency in French and English for business operations.

Responsibilities

• Approve mortgages for new clients and identify financial needs.
• Manage client inquiries and provide mortgage options.

Skills

Client Service

Communication

Call Center

Customer Experience (CX)

Mortgages

Outbound Calls

Work Collaboratively

Job description

Remote Mortgage Advice Specialist - Bilingual page is loaded

Remote Mortgage Advice Specialist - Bilingual

Apply locations Montréal, QC time type Full time posted on Posted 3 Days Ago time left to apply End Date: July 25, 2025 (25 days left to apply) job requisition id 2515323

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

You’ll work in the Mortgage Contact Centre team. As a Mortgage Solutions Pre-Approval Specialist you will focus on preapproving mortgages for new clients along with identifying clients financial needs and offering them competitively priced mortgage products and excellent customer service over the phones. You will responsible for creating applications and following up with the client and pass on the lead to sales rep along with documents and information collected to ensure each sale closes.

Please note the hours of operation for this team are Monday-Friday, between 9am-8:30pm and Saturday from 9am-5pm. This is a full time permanent role.

At CIBC we enable the work environment most optimal for you to thrive in your role.Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

We have embarked on an Agent@Home remote work program. All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business-related purposes.

Agent @ Home Program Requirements

• Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes)

• Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)

• Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.

How You’ll Succeed

• Client Servicing– Make outgoing calls to connect with clients in terms of the internet lead enquiry for pre-approval mortgages, while managing incoming calls to answer their query and questions. Provide a positive client experience by finding opportunities to match solutions/products to individual customer’s needs with Mortgage and Secured/unsecured Personal Lines of Credit. Upsell refinance and obtain signed commitment and as required, sell client on the benefits and answer specific questions

• Problem Solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find the right solutions. Take any difficult client scenario and turn it into a positive client experience by finding opportunities to match solutions/products to individual customer’s needs.

• Product Knowledge – Understand CIBC mortgage products and use your knowledge to connect clients with the right product. Explain clients about mortgage conditions and documents required. Maintain knowledge of new products, policies, procedures, external trends and developments with issues pertaining to mortgages (i.e. Competitors' actions and legislation changes) in order to meet client needs.

• Collaborate - Recommend changes to business processes if identified any room of improvement to enhance operational efficiency and effectiveness and work along with their peers and buddies to handle any client inquiries on their behalf to ensure expected SLAs are met in a timely manner.

Who You Are

• You can demonstrate experience in mortgages to be able to offer options based on different client situations. It’s an asset to have Mortgage underwriting experience.

• You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.

• You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.

• You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

• You're fluent in French and English to support business operations outside of Quebec, Canada.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Mont-1155 Rene Levesque O

Employment Type

Regular

Weekly Hours

37.5

Skills

Call Center, Client Service, Communication, Customer Experience (CX), Mortgages, Outbound Calls, Work Collaboratively

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At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.