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CIBC

Runs banking and investment services across North America

Mortgage Solutions Advisor

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMontreal, QC, Canada

About the Job

Requirements

  • Demonstrated experience in the residential mortgage business, including understanding market conditions and trends, mortgage product knowledge, and pricing issues.
  • Fluency in French and English to serve clients in the community.
  • Ability to work independently in a private, quiet workspace with a door that closes.
  • A wired internet connection with at least 15 Mbps download and 10 Mbps upload speeds; satellite internet is prohibited.
  • Ability to attend the primary work location within two hours’ notice for business-related purposes.
  • Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.

Responsibilities

  • Fulfill inbound and outbound mortgage sales leads, including purchase, refinance, port, and early-renewal negotiations.
  • Build relationships with business partners and clients while fulfilling mortgage leads and maintaining client satisfaction.
  • Answer client questions and resolve issues in accordance with department objectives.
  • Follow up with clients to obtain required documentation and signatures.
  • Follow up on leads from the call centre, general servicing team, information statements, discharge statements, and mortgage verifications.
  • Stay current on products, policies, procedures, and competition to meet client needs and explain mortgage conditions and documents.
  • Work with underwriters and advancing partners to ensure mortgages are approved and funded.
  • Achieve sales targets across all parameters of the business plan.
  • Work a flexible, shift-oriented full-time schedule within the contact centre’s stated operating hours.

Desired Qualifications

  • Mortgage underwriting experience is an asset.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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