Broker Support Specialist

Description:

How You’ll Succeed Cross Functional Relationship - Develop and deliver exceptional customer service while regularly interacting with Simplii Financial mortgage clients, constant contact with Mortgage Specialist/Mortgage Broker, other internal partners (Mortgage Servicing, underwriting, etc) and contact with FNF and other solicitors. Operational Support - Provide high quality administrative assistance and service to clients and Mortgage Specialists/Brokers. Including: Answer client inquiries related to funding of their mortgage, follow ups with clients, business partners; Connect and assist solicitor with mortgage instructions, disclosure statements and internal payout statements; Handle scenarios, questions, and issues in accordance with department objectives; Connect with internal partners to initiate refund of penalty for ported mortgages; Mortgage Sales and Administration - Independently fulfill the funding requirements; Request title searches and order appraisals, monitor status of request(s); Organize, label and image client documents for underwriter and administrative review/sign-off to complete mortgage/SPLC files; Order signing services via FNF Portal to complete IVF and signatures for mortgage transfer clients; Order payout statements from other financial institutions for mortgage transfer clients; Open and manage FNF portal for refinances and SPLCs; Order US Credit Bureaus; Connect with client to send commitment package; Connect with client (e-mail) for signed commitment and outstanding/support documents; Proactively identify files with met conditions and are ready to be sent for funding request; Cross-sales - Know your clients well, and identify cross-selling opportunities (e.g. chequing account for mortgage payment) and enable warm hand offs to Everyday Banking. Attention to detail - Accurately review all required documentation, validate IDs against the required conditions. Who You Are You have knowledge of Mortgage products and services, loan security documentation, compliance and control requirements You can demonstrate experience in Microsoft Office, CRM, ADOBE PRO, COINS/CLASS Mortgage products and services including related processes and procedures. Knowledge of systems (Savvy, FNF portal, eCIF, CRS, AS07) is an asset You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results. You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making. You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You can confidently communicate and develop effective working relationships with internals and externals. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.