Mortgage Solutions Advisor
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What you'll do
- Enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries
- Fulfilling mortgage leads inclusive of purchase, refinance, ports, and early renewal negotiation
- Ensuring targets are achieved while maintaining client satisfaction
- Ensure client questions and issues are answered in accordance with department objectives
- Follow up with clients to ensure proper documentation is received and signed
- Follow up on leads provided by the call centre, general servicing team, information statements, discharge statements and mortgage verifications
- Ensure you remain updated on knowledge of new products, policies, procedures and competition in order to fulfill client needs and explain mortgage conditions and documents
- Work closely with underwriters and advancing partners to ensure mortgage is approved and funded
- Achieve sales targets across all parameters of the business plan
What they're looking for
- Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes)
- Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)
- Be able to attend your primary work location within two hours’ notice for any business-related purposes
- Experience in the residential mortgage business, with an understanding of market conditions/trends/mortgage product knowledge and pricing issues
Nice to have
- Mortgage underwriting experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you’ll be doing
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your focus will be on not only fulfilling mortgage leads but also creating strong relationships with our business partners and our clients. You will fulfill mortgage leads inclusive of purchase, refinance, ports, and early renewal negotiation. You will ensure targets are achieved while maintaining client satisfaction.
You will be eligible to participate in CIBC’s year-end incentive award program, Goals, Performance, Success (GPS) and you will receive a competitive base salary.
At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.
We have embarked on an Agent@Home remote work program. All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business-related purposes.
Agent @ Home Program Requirements
Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes)
Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)
Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.
The start date is November 23rd, 2026. Our Contact Centre is open Monday to Friday, 8am to 9pm EST and Saturday 9am-5pm EST. This is a full-time and shift-oriented role, we’d like you to be flexible between these hours.
How you'll succeed
Client Service – Ensure client questions and issues are answered in accordance with department objectives. Follow up with clients to ensure proper documentation is received and signed. Follow up on leads provided by the call centre, general servicing team, information statements, discharge statements and mortgage verifications.
Subject Matter Expert – Ensure you remain updated on knowledge of new products, policies, procedures and competition in order to fulfill client needs and explain mortgage conditions and documents.
Relationship building - Work closely with underwriters and advancing partners to ensure mortgage is approved and funded.
Performance - Achieve sales targets across all parameters of the business plan.
Who you are
You can demonstrate experience in the residential mortgage business, with an understanding of market conditions/trends/mortgage product knowledge and pricing issues. It’s an asset to have mortgage underwriting experience.
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 love to learn. You're passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Halifax-1809 Barrington StEmployment Type
RegularWeekly Hours
37.5Skills
Business Development, Call Center, Client Service, Communication, Customer Experience (CX), Mortgages, Outbound Calls, Work CollaborativelyCompany
Company facts come from this company's own listings. We only show what the postings themselves carry.