Mortgage Retention Officer

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

• Putting people first and building relationships with intention

• Seeking out and embracing new ideas

• Believing that how we do things is as important as what we do

Location | Edmonton, AB.
Everyday flexibility. On-site requirements. Collaborative connections

CWB Optimum Mortgage

Making home ownership dreams come true

CWB Optimum Mortgage, a CWB Financial Group Company, is a full-service lender providing personalized borrowing solutions to meet our clients needs. We offer a variety of products, including flexible alternative mortgage solutions, for clients who may not fit within traditional guidelines, including those who are self-employed, commissioned or with bruised credit.

The opportunity

Mortgage Renewals are the passion of this team. This role is the perfect gateway into the mortgage world. We strive to deliver the best service and mortgage advice experience to our clients and partners daily. Relationships are key to each open discovery conversations with clients to determine a personalized solution on mortgage needs. We partner with other partners within Canadian Western Bank provide a full-service approach to each client.

Sales driven, passion for mortgages, motivated by collaboration? Keep reading, this may be the role for you!

Areas of focus

Renewals! Renewals and More Renewals! You are Responsible for proactive client contact of approximately 100 renewals per month, you will need to exemplify an outstanding and efficient service to all Optimum Mortgage clients. Love being a part of a team? Great! With the Mortgage Retention team, we support one another in handling pricing inquiries, credit bureau reports and internal volume reporting. Together, ensuring all mortgage renewal landmarks are achieved, and required portfolio activities are completed within team timelines.

Skills and competencies that will take you further

• Outbound Sales. Financial knowledge. Collaborator. Trusted partner. Respected negotiator.
• Sales focused. You have a strong Sales mentality, with outstanding consultation and dispute management skills
• Communication. Excellent verbal and written skills with a passion for building relationships and working with a diverse workforce.
• Adaptable. Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities.
• Self-motivated. Ability to prioritize and meet targets in a high-risk and lively department. Proven experience producing high quality work, while working independently with minimal direct supervision
• Technically Savvy with Microsoft Excel and other Microsoft Office products.

Who we’re looking for & what you’ve done

Education

• Business Administration Diploma/Degree or relevant work experience

Professional Experience

• 2- 3 years sales experience in the financial services industry, or a combination of sales, mortgage administration, and/or customer service experience.

Personal Competencies

• Excellent sales skills
• Above average to excellent understanding of all policies and procedures pertaining to mortgage administration.
• Superior knowledge of Microsoft Excel and experience with other Microsoft Office products
• Demonstrated experience producing high quality work, while working independently and with minimal supervision
• Excellent administrative and organizational skills with the ability to prioritize in a high-risk and high-volume department
• Excellent interpersonal skills and customer service skills
• Excellent written & verbal communication skills

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work® in 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame.

Wellness matters. We offer an award-winning benefits package that includes:

• Hybrid work environments
• Everyday flexibility
• Generous company-funded health coverage
• Health care spending account
• A flexible wellness program
• generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

• Organization wide coaching services
• Mentorship
• Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

Optimize your career with CWB Optimum Mortgage. Apply today.

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As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

* Position closes at 12:01am on the close date identified below.