Actively manage an assigned portfolio of both potential and existing mortgage clients that have submitted mortgage applications or have their mortgage coming up for renewal.
Guide clients along the fulfillment process by promptly communicating required documents and updates, setting expectations on next steps and being open and proactive to seeking alternative solutions.
Accountable for achieving monthly mortgage sales targets and effectively cross‑selling other Tangerine products and services.
Act as a resource for questions or issues concerning mortgage policies and procedures to manage the bank’s risk.
Demonstrate effective call control and use of soft skills with each call.
Adhere to Quality Service standards in order to maintain and exceed pre‑determined service levels while maintaining a “one and done” approach.