Senior Client Engagement Specialist - Mortgage

EQ Bank | Equitable Bank; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services institution in Toronto seeks a Senior Customer Engagement Specialist to support reverse mortgage applicants through various stages of the funding process. Candidates should have over 5 years of experience in the mortgage industry and possess excellent communication skills. This full-time role emphasizes maintaining client relationships and providing exceptional customer service, making it ideal for those with a passion for helping clients navigate complex processes.

Qualifications

• 5+ years' experience in the mortgage industry, preferably with retirement-oriented lending.
• Detailed knowledge of the mortgage environment and funding process.
• Exceptional communication and interpersonal skills.

Responsibilities

• Support clients through reverse mortgage discovery and fulfillment process.
• Manage client relationships and documentation for credit review.
• Deliver exceptional customer service directly to clients.

Skills

Customer service

Communication

Attention to detail

Organizational skills

Multi-tasking

Analytical skills

Education

Post-secondary degree

Tools

MS Office (Word, Excel)

Job description

A financial services institution in Toronto seeks a Senior Customer Engagement Specialist to support reverse mortgage applicants through various stages of the funding process. Candidates should have over 5 years of experience in the mortgage industry and possess excellent communication skills. This full-time role emphasizes maintaining client relationships and providing exceptional customer service, making it ideal for those with a passion for helping clients navigate complex processes.