Sales & Portal Specialist — Mortgage Ops & Data (EN/FR)

Haventree Bank; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A private Canadian bank in Toronto seeks a Sales & Portal Specialist to manage mortgage broker sales and provide portal support. This role requires administering Salesforce, conducting compliance checks, and maintaining data integrity. Candidates should possess a college diploma and at least two years of experience in a financial services role, particularly in sales support or broker relations. Bilingual skills in English and French are essential, along with proficiency in Microsoft Excel and data management.

Qualifications

• Minimum 2 years of experience in financial services sales support or administration.
• Strong French skills (both written and verbal) required.
• Experience with Salesforce and Microsoft products necessary.

Responsibilities

• Support mortgage broker sales and portal operations.
• Provide administration for Salesforce reporting and Broker Portals.
• Conduct compliance checks for Brokers.
• Maintain Broker database for data quality.

Skills

Bilingual (English/French)

Salesforce Sales and Community Clouds

Microsoft Excel (Pivot Tables)

Data management

Customer service

Education

College diploma or equivalent

Job description

A private Canadian bank in Toronto seeks a Sales & Portal Specialist to manage mortgage broker sales and provide portal support. This role requires administering Salesforce, conducting compliance checks, and maintaining data integrity. Candidates should possess a college diploma and at least two years of experience in a financial services role, particularly in sales support or broker relations. Bilingual skills in English and French are essential, along with proficiency in Microsoft Excel and data management.