Cibc
RESLSupportLead,ClientSalesandSupport(12monthsecondment)
“RESL Support Lead, Client Sales and Support (12-month secondment) at Cibc. Skills: RESL Support Lead, Mobile Advisor, RESL application process, client experience, sales targets, key deliverables, residential lending skills, referral network, mortgage production, operational efficiency, policies and procedures, Mortgage Advisor business management, Relationship management, Communication, RESL expertise, Organization and process. coordination and execution of the end to end RESL application proces”
What You'll Achieve.
achieve sales targets and key deliverables; grow and cultivate a referral network that will generate a target >$65m+ in CIBC mortgage production annually; maximize operational efficiency; ensure adherence to policies and procedures; ensure lender due diligence and AML adherence; ensure regulatory compliance adherence; track sales pipeline progress; conduct analysis of data against milestones and business performance plans
Industry & Context.
resolve obstacles; proactively identify gaps and/or mismatches
legally eligible to work at the location(s) specified, valid work or study permit, attribute-based assessment, skills test (such as simulation, coding, French proficiency)
What You'll Do.
coordination and execution of the end to end RESL application process
working directly with clients
managing the client experience to achieve sales targets and key deliverables
assist the Mortgage Advisor to grow and cultivate a referral network that will generate a target >$65m+ in CIBC mortgage production annually
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
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
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
support direct client engagement
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
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
Operate in lock-step pace of the Mortgage Advisor
providing end-to-end support
proactively identify gaps and/or mismatches between ECIF
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 management and track sales pipeline progress and conduct analysis of data against milestones and business performance plans
How You'll Work.
Team & Collaboration
working directly with clients; maintain professional relationships with multiple partners and clients; Advocate on behalf of the Mortgage Advisor and our clients with all internal and external partners; schedule and co-ordinate work activities across multiple parties and partners
Communication Scope
excellent interpersonal skills; communication skills, both written and verbal
Process & Methodology
monitor work progress across multiple parties, maximize operational efficiency, schedule and co-ordinate work activities across multiple parties and partners, monitor progress
Applying for this RESL Support Lead, Client Sales and Support (12-month secondment) role?
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