Mortgage Sales Assistant

Overview

• Provides a superior level of customer service and portfolio management in lending services
• Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring
• Applies lending expertise to a lending and deposit portfolio of accounts
• Assists in preparing new business proposals or presentations to clients/prospects
• Assists in preparing for client meetings and account opening documentation
• Identifies and recommends workflow process alternatives that can lead to improved efficiency
• Performs client sales & service support activities as required to meet client needs
• Determines client needs and ensures timely and accurate completion of transaction processing
• Provides after sales support and handles exceptions tactfully
• Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution
• Maintains detailed knowledge and understanding of the integrated private banking services and offerings

Requirements

• Typically between 3 - 5 years of relevant experience
• Post-secondary degree in related field of study or an equivalent combination of education and experience
• Working knowledge of personal (primarily) and commercial credit and non-credit products and services
• Working knowledge of lending processes and supporting policies
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards