Mortgage 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.