Bilingual Renewal Advisor at eqbank

eqbank

Toronto·1w ago

Mid LevelFull-timeAgileGit

Salary Range

$51,000 - $69,000 /year

Estimated

This salary is estimated based on similar roles. The actual salary may vary.

About the Role

We are looking for a Bilingual Renewals Advisor (English and French) to join Equitable Bank, Canada's Challenger Bank™. This role is responsible for establishing and maintaining professional relationships with customers and brokers for residential mortgages approaching maturity or presenting mid-term retention opportunities.

Key Responsibilities

→Proactively establish and maintain contact with customers for the assigned portfolio of mortgages, positively representing the Bank through the renewal process with a strong emphasis on superior customer service.
→Negotiate all types of renewals as assigned (early, term, conversions, extensions) within a predetermined pricing range.
→Assess customers on an individual basis, making knowledgeable recommendations that are best suited to address their needs.
→Prepare loan renewal documents for customers, processing said documents once signed and returned.
→Ensure all procedural and compliance requirements are met to minimize the Bank’s exposure to risk.

Requirements

✓Completed post-secondary program in a related discipline and/or 2-3 years of experience in a related field.
✓Bilingual (English and French).
✓Superior interpersonal and communication skills, both written and verbal.
✓Strong decision making and problem-solving abilities.
✓Basic mathematical skills.
✓Exemplary analytical abilities.
✓Strong customer service and negotiation skills.
✓Computer literate (MS Outlook, MS Word, MS Excel).
✓Working knowledge of residential mortgages and processes, and thorough understanding of products offered by Equitable.