Bilingual Mortgage Specialist, Internal Sales - Toronto, Canada - CMLS Financial

CMLS Financial

Verified Company

Toronto, Canada

4 days ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Bilingual Mortgage Specialist, Internal Sales

Toronto, ON
This role is a base + commission compensation structure.

Normal hours of operation are from 9:00 am to 5:30 pm, however, you must be able to exercise flexibility with working hours and can be asked to work later hours when necessary.

We require flexibility to work any shift within our call centre hours of operation from 8:30 am to 8:00 pm Est should schedule changes occur in the future.

About the Role:

Handle inbound and outbound calls for our existing mortgage customers regarding their mortgage needs and identify retention opportunities
Identify and respond to leads pertaining to midterm liquidation
Contact borrowers who have requested a transfer or payout of their mortgage, and those who have been identified as initiating a potential trigger event associated with a possible payout in the future
Identify customer needs and requirements while focusing on their priorities to ensure they receive the best advice
Provide mortgage solutions by employing a thorough knowledge of all CMLS Financial products available
Use good judgment to appropriately utilize all tools and resources available to retain customers
Follow up on any outstanding conditions until deal completion
Determine penalties and other calculations with complete accuracy
Provide feedback to managers regarding customer comments and market intel/analysis to support decision making
Effectively manage midterm liquidation mortgage leads and ensure a high level of client retention
Maintain thorough and accurate records pertaining to retention efforts
Achieve or exceed established retention targets
Provide status updates, followup for necessary documentation and reporting
Complete other mortgage administration duties as required
Assist with special projects as assigned
Exercise tact and diplomacy within daily operations; ensure a high level of service excellence at all times

This role is for you if you have:

Bilingual (English & French), written and verbal
You have completed an undergraduate degree in one of the following concentrations: finance, business administration, real estate or a related field
You have prior mortgage experience and 2+ years of experience, preferably within a financial services environment
You have successfully completed the Provincial Mortgage Agent Course or willingness to complete the course immediately upon hire
You have intermediate experience using Microsoft Office suite products
You have strong customer service skills that help build relationships resulting in high client satisfaction and retention
You have excellent communication skills, both written and verbal, and are able to work well independently as well as within a team environment
You have strong mathematical skills
You demonstrate professionalism, good judgement and integrity in daily operations

Benefits and Perks
Some of the benefits we offer at CMLS are:

Health and Wellness Spending Accounts
Health, Drug, Vision, and Dental benefits
Paid vacation, sick days, and personal days (in addition to all civil and statutory holidays)
RRSP Matching Program
Maternity / Parental Leave Top Up Program
Discounted gym memberships
Travel assistance and EAP
Business Casual dress code
Company social events + sport teams
Hybrid work arrangements and telecommuting opportunities
And more

Meet your team
Reporting to the Manager - Internal Sales, Residential Mortgages, you will have the support of an energetic team of Residential Mortgage Internal Sales Specialists:

"Our Mortgage Specialist Internal Sales team is about more than just keeping clients. To have a direct influence on not only ensuring we maintain our book of business, but also in assisting our clients meet their financial goals and purchasing a home for themselves and their families is deeply rewarding."_

- "This is a close, energetic team that thrives on helping customers make the right mortgage decisions for them. This blend of service, sales and underwriting makes it an engaging and exciting place to work."_

Who are we?

Established in 1974, CMLS Financial is the leading provider of capital solutions for commercial property owners, developers and real estate investors.

We have over 50 years of experience, 30,000 clients, $35 billion in assets under administration, and offices coast to coast.

Some of Canada's most prominent banks, investment managers, insurance companies, and pension funds rely on CMLS Financial for a variety of critically important services.

Building on our solid foundation of financial strength and experience, we continue to deliver unparalleled capital solutions for all our clients needs.

You will love working here

Employees tell us that they love that we strike the balance in creating an incredibly professional, yet dynamic and enjoyable corporate culture.

We work in a fluid and fast-paced environment that is suppo