Mortgage Specialist - Multi-Channel

at  HomeEquity Bank

WHO WE ARE

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.
Our Values, Our Passion
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.
Customer-Focused. Passionate Advocates
Courage to Act. Do the Right Thing
One Team. One Vision
Think Long-Term. Ever-Evolving
Be Exceptional. Inspire Greatness

POSITION SUMMARY

The role of a Multi-Channel Mortgage Specialist is that of a direct telephone/virtual meeting sales professional. The role is responsible for managing incoming inquiries, (bank provided) from various lead sources. Building a book of present- and future-day opportunities. Exercising proactive lead management and consultative selling to convert these B2C opportunities into HomeEquity Bank clients. Performance will be measured against quarterly and annual quotas and rewarded with a competitive base salary, commissions, and a graduated bonus potential program in addition to extensive benefits program to create a highly competitive compensation package that will be attractive to top-performers.

SKILLS AND EXPERIENCE REQUIRED:

Qualifications

• Requires a thorough understanding of the Bank’s entire mortgage product suite and business processes
• Post-secondary education or approved equivalent combination of education and experience
• Bilingual English/French is an asset
• Demonstrated experience in consultative sales with particular emphasis selling over the phone
• Knowledge of the financial services industry is preferred

Attributes

• Results oriented with an understanding of the current financial services environment
• The ability to deliver against established sales targets
• Exceptional communication skills, particularly telephone selling skills and etiquette to effectively manage the sales process for existing clients
• Ability to self-manage within a “pay for performance” compensation model
• Superior sales and interpersonal skills while embracing a team-oriented culture
• Strong organizational and time management skills

Working Conditions Unique to Job

• Hybrid home/office environment

• Responsible for the client-facing sales interactions of our direct-to-consumer sales channels
• Knowledge and understanding must be translated into a positive client experience, pairing client need with appropriate HomeEquity Bank solutions
• Proactive management of CRM and lead mining
• Continuous learning- product knowledge, selling skills and relationship management techniques