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Financial auditor Jobs in Peterborough, ON

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Financial auditor • peterborough on

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Mortgage Consultant - SC

Mortgage Consultant - SC

Capital City Home LoansAny location
Full-time
The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals. The Mortgage Consultant represents the com...Show moreLast updated: 30+ days ago
Full Cycle Bookkeeper (Peterborough)

Full Cycle Bookkeeper (Peterborough)

Level A Professional GroupKeene, ON, CA
Full-time
Please note we don't have a facility in the Brampton area.Mandatory : Canadian Work Experience.We are seeking an experienced and versatile. The successful Full Cycle Bookkeeper candidate must be a se...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Royal Bank of CanadaSELWYN, Ontario, Canada
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show moreLast updated: 7 days ago
Customer Service - Work from Home - Flexible Schedule

Customer Service - Work from Home - Flexible Schedule

Tim's FinancialPeterborough, Ontario
Remote
Full-time
Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show moreLast updated: 30+ days ago
Associate Planner (Future opportunity) - Ottawa 401 Corridor (O4C)

Associate Planner (Future opportunity) - Ottawa 401 Corridor (O4C)

The Toronto-Dominion Bank (Canada)Peterborough, Ontario
Full-time
Join Our Team as a Financial Planner.Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on mak...Show moreLast updated: 30+ days ago
Remote Senior Finance Specialist - AI Trainer

Remote Senior Finance Specialist - AI Trainer

SuperAnnotatePeterborough, Ontario, CA
Remote
Full-time
In this hourly, remote contractor role, you will review AI-generated finance analyses and / or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...Show moreLast updated: 30+ days ago
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis - Future Opportunities

Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis - Future Opportunities

TDPeterborough, Ontario
Full-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo...Show moreLast updated: 30+ days ago
Financial Officer

Financial Officer

Fleming CollegePeterborough, Ontario
Full-time +1
Fleming is located in the heart of the Kawartha Lakes Region in Central Ontario.The College¿s 6,800 full-time and 10,000 part-time students, including hundreds of international students from countr...Show moreLast updated: 30+ days ago
Senior Accountant, Assurance and Accounting

Senior Accountant, Assurance and Accounting

MNPPeterborough, ON, Canadá
Full-time
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac...Show moreLast updated: 30+ days ago
Group Underwriter

Group Underwriter

Medavie Blue CrossON, CA
Full-time +1
For over 75 years, Medavie Blue Cross has been a leading health and wellness partner for individuals, employers and governments across Canada. As a not-for-profit organization, we proudly invest in ...Show moreLast updated: 30+ days ago
Business Transformation Analyst, Insurance

Business Transformation Analyst, Insurance

Juventus ConsultingOntario
Full-time
The role of the Strategic Initiatives Analyst will be to support the Insurance and Individual Wealth (IIW) business, the focus of this role is leading various IIW-related initiatives geared towards...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Royal Bank of Canada>SELWYN, Canada
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our...Show moreLast updated: 7 days ago
Financial Services Representative

Financial Services Representative

Kawartha Credit UnionPeterborough, ON, CA
Full-time
Financial Services Representative (Temporary, Full-time).Compensation for this position is determined by skills, experience, and education. It is aligned with the location's market data, as well as ...Show moreLast updated: 23 days ago
Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Financial HorizonsFlexible Work Arrangement Across Ontario, Canada
Full-time
Un message en français suivra •.Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer servi...Show moreLast updated: 30+ days ago
Entry Level Equity Trader Job in Cat Lake, ON | Part Time

Entry Level Equity Trader Job in Cat Lake, ON | Part Time

Maverick TradingCat Lake, Kenora District, ON P0V, Canada
Part-time
Entry Level Equity Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a g...Show moreLast updated: 30+ days ago
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Seasonal Event Sales Representative- Peterborough, ON

Seasonal Event Sales Representative- Peterborough, ON

Kognitive Sales SolutionsPeterborough, Ontario, Canada
Full-time +2
Seasonal Event Sales Representative- Flexible Contract April-September.Kognitive Sales Solutions is seeking outgoing and sales-driven individuals to join our team as Gas Station Event Field Sales R...Show moreLast updated: 1 hour ago
Accounting and Corporate Services Manager

Accounting and Corporate Services Manager

The Pod GroupPeterborough, ON, CA
Full-time
Quick Apply
Our client is a collaborative not-for-profit, healthcare organization dedicated to providing comprehensive, patient-centered care to individuals and families in the Peterborough region.Their missio...Show moreLast updated: 30+ days ago
Financial Planner, Scotia Financial Planning - Trenton, Belleville, Peterborough

Financial Planner, Scotia Financial Planning - Trenton, Belleville, Peterborough

ScotiabankPeterborough, ON, CA
Full-time
Promote the development and sustainable growth of proprietary investment business in the assigned market area by : .Executing on business development plans for mass affluent prospects and existing c...Show moreLast updated: 30+ days ago
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Mortgage Consultant - SC

Mortgage Consultant - SC

Capital City Home LoansAny location
30+ days ago
Job type
  • Full-time
Job description

Job Details

Description

Position Summary :

The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals. The Mortgage Consultant represents the company in a professional and enthusiastic manner by providing an exceptional level of customer service, supporting and adhering to our core values in all functions of the job responsibilities and interaction with internal and external customers.

In this on-going sales role, the Mortgage Consultant continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. A Mortgage Consultant's network may consist of Real Estate professionals, Builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the Mortgage Consultant's regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations.

The Mortgage Consultant responds to customer inquiries and referrals in a timely manner. The Mortgage Consultant conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advise customers of product / pricing policies and guidelines, and gather any additional required information. The Mortgage Consultant ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.

Essential / Primary Job Functions :

  • Markets and promotes Capital City Home Loans financial products to their business community including builders / developers, real estate brokers, financial institutions, friends and family.
  • Ensures exceptional customer service experience by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
  • Collects and analyses financial documentation from the borrower and advises the potential borrower of their lending options.
  • Recommends the appropriate loan program based on the borrowers needs and financial circumstances including credit history, assets, debts, investments, and amount of the loan.
  • Ensures loan application is complete, legible, signed and detailed prior to submission.
  • Collects supporting loan documentation as required and provide complete package to Processer.
  • Obtain the Capital City Home Loans Float / Lock Letter at the time of the loan application with the float or lock portion completed.
  • Locks the loan with secondary marketing via the lock desk and responds timely to all calls regarding interest rates.
  • Work with Processors to ensure all loan conditions are met.
  • Develop Business Referral Network from outside sources such as attending networking activities, prospecting, cold-calling and marketing.
  • Participate in community efforts to promote home ownership.
  • Attend and complete all Capital City Home Loans required training.

Qualifications

Job Requirements / Knowledge :

  • Responsible for knowing product manuals and understanding all company loan programs and their requirements.
  • Responsible for staying up to date on federal, state, and local laws, regulations, FNMA, FHLMC, FHA, USDA and VA as they pertain to the mortgage lending industry.
  • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences.
  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
  • Ability to analyze and comprehend complex financial data and provide financial alternatives.
  • Strong computer skills.
  • Professional and effective interpersonal skills.
  • Demonstrated understanding of mortgage processing, underwriting and closing procedures.
  • Education / Work Experience :

  • Minimum of 1-year residential mortgage lending experience with a focus on generating self-sourced business.
  • High School Diploma or equivalent.
  • Verifiable, established network of referral business including Real Estate professionals and other centers of influence.