Sales Operations Coordinator

La Banque HomeEquity

Banque canadienne à charte de l’annexe I, la Banque HomeEquity est le plus important fournisseur d’hypothèques inversées au pays et son portefeuille de prêts est en croissance. Étant la seule institution financière à se consacrer uniquement aux propriétaires de 55 ans et plus, la Banque HomeEquity a à cœur d’aider les propriétaires canadiens à vivre leur retraite comme ils le souhaitent. Nous tenons cette promesse tous les jours grâce à nos solutions d’hypothèque inversée, dont notre produit phare, l’Hypothèque inversée CHIP^MC.

Nos valeurs, notre passion

À la Banque HomeEquity, ce sont nos valeurs qui orientent et inspirent nos actions auprès de nos clients, de nos partenaires et entre nous.

Nous sommes d’ardents défenseurs au service de nos clients.

Nous avons le courage d’agir et de faire ce qui est juste.

Nous formons une équipe, nous avons une même vision.

Nous voyons loin et nous sommes en constante évolution.

POSITION SUMMARY: 

The Sales Operations Coordinator position holds accountability for collecting and processing mortgage applications and documentation. The role liaises directly with the Sales Team, Underwriters and other internal/external parties as required to satisfy all the conditions required for the advancement of files to the Underwriting team.  

The ideal candidate must be results oriented and able to manage time-sensitive information, be well organized and work independently with a high priority and focus to deliver excellent Customer Service to our sales force, external partners and internal departments. 
 
MAJOR ELEMENTS OF THE ROLE: 

This position plays a critical role within the Bank as it requires an understanding of the reverse mortgage product and business process to effectively assist the Bank in providing excellent customer service to all internal and external partners. The role of the Sales Operations Coordinator is to support the processing of new mortgages from receipt of application, validating accuracy of all necessary documentation and confirming they are fit for underwriting. This individual will partner with Sales Agents and act as a resource for questions and ensure files are processed in a timely manner.  

The Sales Operations Coordinator will have a key role to play in ensuring that Sales Agents are aware of specific file requirements and enables files to move through to underwriting in a timely manner. 

The Sales Operations Coordinator coordinates with various internal clients and partners (Sales Agents and Underwriters) and external partners (Appraisers, other Lenders):  

• to ensure a client focused experience – a mortgage structured to meet the client’s needs, funded on the client’s requested timeline, and

• to ensure a properly executed mortgage – a mortgage registered on title providing the Bank with the required appropriate security for the loan. 

Key responsibilities of this role include following up on appraisals, reviewing appraisals, gathering the appropriate documentation from the sales team and preparing and submitting files to underwriting. There will be a focus on the collection and review and accuracy of documentation required to ensure all applicable laws, regulations, underwriting guidelines and internal policies have been respected. The role will also act as a sales support administrator for the Referred Sales team including a number of ad hoc requests to support the business.  

This role is fast paced with a consistent workload. Expectations are to have a positive client experience every time coupled with accuracy of work and files that fund on time. 

SKILLS AND EXPERIENCE REQUIRED: 

• University Degree or Community College Diploma
• Solid understanding of the current financial services environment
• Results oriented individual and able to manage time-sensitive information
• Demonstrates solid problem-solving skills and good judgement
• Good communication and conflict management skills
• Thrives on variety and continuous improvement
• Good computer skills (Excel, Outlook, Word, Access and Internet)
• Well organized and is equally comfortable working on their own as well as being a contributing member of a collaborative team
• French language skills would be an asset