Mortgage Specialist Associate

Assist Mortgage Specialists with client meeting preparations and the fulfillment of mortgage solutions and referrals.,Provide consistent support for client requests, act as a primary contact for client concerns, and ensure accuracy of documentation with follow-ups.,Utilize routines to efficiently complete client tasks and identify process improvements.,Identify client needs, make referrals, acquire new mortgage clients, and track progress against the team's annual plan.,Adhere to all policies and procedures and identify/correct operational risks.,Support Mortgage Specialists with administrative activities, proactively working to ensure a superior client experience.

Previous experience in Home Equity Financing,Demonstrated success in a fast-paced environment with the ability to manage competing priorities, multitask, and problem-solve,IT literacy including Microsoft Office suite and digital knowledge,Excellent communication skills (in-person, email, phone),Flexibility, eagerness to learn, strong personal ethics, and a hunger for success,Ability to work both independently and in a team environment, demonstrating strong collaboration skills,Bilingualism (English and French) required,Track record in building rapport and maintaining client relationships within the financial industry (Nice-to-have),Experience in proactive retail sales, lead, and sales pipeline management (Nice-to-have)