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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in residential mortgage sales, including lead fulfillment, client relationship management, and achieving sales targets. Proficient in mortgage products, market trends, and underwriting processes while ensuring client satisfaction.
Highest-signal resume keywords
Residential Mortgage ExperienceMortgage Product KnowledgeFluency in French and EnglishMortgage Underwriting ExperienceDigital Technology Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage SalesLead FulfillmentClient Relationship ManagementSales Target AchievementProblem ResolutionDocumentation ManagementMarket Condition UnderstandingPricing Issue AnalysisMortgage VerificationUnderwriting Collaboration
Soft Skills
Interpersonal SkillsFlexibilityIndependenceCommunication SkillsClient Satisfaction Focus
Tools & Technologies
Digital Tools AdaptabilityInternet Connectivity
Certifications & Qualifications
Legal Eligibility to Work
Industry Keywords
Mortgage SalesResidential MortgageRefinanceEarly Renewal NegotiationsBusiness PartnersClient DocumentationSales TargetsMarket TrendsCompetition AwarenessMortgage Policies
About the role
Key responsibilities & impact- Handle inbound and outbound mortgage sales inquiries
- Fulfill mortgage leads for purchases, refinances, ports, and early renewal negotiations
- Build strong relationships with business partners and clients
- Ensure sales targets are achieved while maintaining client satisfaction
- Answer client questions and resolve issues according to department objectives
- Follow up to obtain and confirm signed client documentation
- Follow up on leads from the call centre, general servicing team, information statements, discharge statements, and mortgage verifications
- Stay current on mortgage products, policies, procedures, competition, 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
Requirements
What you’ll need- Experience in the residential mortgage business
- Understanding of market conditions, trends, mortgage product knowledge, and pricing issues
- Fluency in French and English
- Ability to work independently in a private and quiet workspace with a closing door
- Wired internet connection with minimum download speed of 15 Mbps and upload speed of 10 Mbps
- Satellite internet providers prohibited
- Flexibility to work full-time shifts Monday to Friday between 8am and 9pm EST and Saturday 9am-5pm EST
- 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
- Mortgage underwriting experience is an asset
- Digital technology proficiency and adaptability to new tools and trends
Benefits
Comp & perks- Competitive base salary
- Year-end incentive award program (Goals, Performance, Success (GPS))
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Remote work program
- Accessible candidate experience and accommodation support