Home Financing Officer (Windsor, ON) Real Estate Secured Lending

Requisition ID : 249293

Join a purpose driven winning team committed to results in an inclusive and high-performing culture.

What you will be doing :

As the Home Financing Officer (HFO) you will be responsible for providing residential mortgage processing and administrative support to sales management within Home Financing Solutions. To do this you will assist the designated Home Financing Advisor(s) with the co-ordination of mortgage deals including documentation meeting with customers and is often the first point of contact with the underwriting (ACMUC) and funding (CMU) centers should there be issues or questions. You will provide customer service in a manner consistent with the ScotiaService Standards and Complaint Resolution Standards and Procedures.

Is this role right for you In this role you will :

Provide administrative and processing support to Home Financing Advisors (HFAs) by :

• Meeting with clients to conduct credit interviews to obtain customer information required for inputting and submitting the mortgage applications through the automated application system called IMAPP.
• Discussing cross-sell opportunities with clients at time of application.
• Obtaining the mandatory documentation from the customers to support the application submission.
• Preparing the credit package and forwarding to the adjudication center for credit approval.
• Collecting documents from customers to satisfy outstanding conditions in conjunction with the HFA and the Servicing Branch.
• Maintain a consistent review of the online system to obtain status of applications and outstanding conditions liaising with the adjudication center (ACMUC) directly contacting customers and updating the HFA as needed.
• Preparing turnover sheet for Servicing Branch to communicate the terms of the approval / cross sells and prepare the closer to finalize the deal.
• Assisting HFA with managing pre-approved and approved files by contacting customers in order to maximize sales opportunities.
• Preparing marketing material packages for HFA to distribute to referral sources.
• Assisting HFA with maintaining customer and referral sources database using Salesforce recording all activity realtor referrals and benefits.
• Assisting the HFA achieve their sales and cross-sell goals through the identification and satisfaction of customer needs.
• Contribute to the provision of human straightforward and knowledgeable service through your daily interactions to foster a relationship of mutual trust and confidence with customers and business partners.

Ensure the delivery of a high standard of customer service that is consistent with Scotia Service standards and complaint resolution standards and procedures by :

Maintain strict adherence to established operating and security procedures by :

Do you have the skills that will enable you to succeed in this role - Wed love to work with you if you have :

Whats in it for you

Location(s) : Canada : Ontario : Windsor

Scotiabank is a leading bank in the Americas. Guided by our purpose : for every future we help our customers their families and their communities achieve success through a broad range of advice products and services including personal and commercial banking wealth management and private banking corporate and investment banking and capital markets.

At Scotiabank we value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including but not limited to an accessible interview site alternate format documents ASL Interpreter or Assistive Technology) during the recruitment and selection process please let our Recruitment team know. If you require technical assistance please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however only those candidates who are selected for an interview will be contacted.

Required Experience :

Unclear Seniority

Key Skills

EAM,Economics,IT Business Analysis,Information Security,Android Development

Employment Type : Full Time

Experience : years

Vacancy : 1