Enhance mortgage operations as a dedicated Account Manager, facilitating client engagement and satisfaction through the fulfillment process. Achieve sales goals while maintaining exceptional service standards.
In this role, you will oversee a portfolio of mortgage clients, guiding them from application through renewal. Your responsibilities include proactively communicating necessary documentation and supporting clients with their inquiries, all while prioritizing risk management policies. Be prepared to collaborate closely with the Underwriting team to ensure compliance.
Key Responsibilities:
• Manage mortgage applications for clients efficiently
• Proactively inform clients about document requirements
• Drive monthly sales and cross-sell other financial products
• Assist clients in understanding mortgage policies
• Ensure timely responses to customer inquiries
Requirements:
• University or College Degree in business is an asset
• Required sales experienc...