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

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? - We'd love to work with you if you have :

What's in it for you?