RESL Support Lead, Client Sales and Support (12-month secondment)
🇨🇦CIBC
- Type
- Full Time
- Level
- Lead
- Location
- Ontario VIRTUAL
Job Description
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 The RESL Support Lead is the single point of contact for the Mobile Advisor, responsible for coordination and execution of the end to end RESL application process, working directly with clients and managing the client experience to achieve sales targets and key deliverables. The roles applies comprehensive residential lending skills to assist the Mortgage Advisor to grow and cultivate a referral network that will generate a target >$65m in CIBC mortgage production annually. The roles makes decision on their own work methods to organize and schedule work activities, monitor work progress across multiple parties, maximize operational efficiency, ensuring adherence to policies and procedures, respond to changing priorities and resolve obstacles. 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 Please note that this role is based in Canada How you’ll succeed Mortgage Advisor business management – Support a dedicated Mortgage Advisor portfolio, work in a fast-paced environment to effectively execute priorities of varying complexity. Identify and implement opportunities to improve the efficiency of the end-to-end RESL application process. Relationship management – Act as a single point of contact and maintain professional relationships with multiple partners and clients through excellent interpersonal skills. Advocate on behalf of the Mortgage Advisor and our clients with all internal and external partners. Communication – Strong communication skills, both written and verbal to support direct client engagement. Speak with clients, contact and prepare clients for first Mortgage Advisor appointment, collect required information and documentation, prepare all E-signing documents, address questions and follow up directly with clients. RESL expertise – Apply in-depth knowledge of real estate lending policies and procedures, including all RESL tools to all applications to ensure lender due diligence and AML adherence. Organization and process – Operate in lock-step pace of the Mortgage Advisor, providing end-to-end support, proactively identify gaps and/or mismatches between ECIF, mMortgage, Client, ensure regulatory compliance adherence, schedule and co-ordinate work activities across multiple parties and partners, monitor progress and ensure accuracy of tasks completed by Mortgage Advisor Assistants, opening and closing solutions. Lead end-to-end pipeline managem
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CIBC