Job Sales Operations Manager in Toronto
WHO WE ARE
HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.
Our Values, Our Passion
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.
We Are Customer-Focused, Passionate Advocates.
We Have the Courage to Act and Do the Right Thing.
We Are One Team, with One Vision.
We Think Long-Term, We Are Ever-Evolving.
We Strive to Be Exceptional and Inspire Greatness.
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.
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
- French language skills would be an asset
Great Environment
HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.
We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.
A Dynamic Culture – With People at the Centre
We believe our people make all the difference, and our tireless commitment to inclusivity, professional development, and employee engagement/experience has been recognized through awards including the Canadian Mortgage Professional (CMP) Top Mortgage Employer 2023 (third year in a row), Achievers 50 most Engaged Workplaces 2023, Waterstone Canada's Most Admired Corporate Cultures 2022, Globe and Mail’s Report on Business: Canada’s Top Growing Companies 2022 (third year since 2019), Strategy Online Top 10 Brands Awards (at #8).
Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development, as well as providing employees unlimited access to LinkedIn Learning.
Celebrating Great Work and People
We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.
From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.
Our Community Leadership Program also recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with the opportunity to take a paid day off each year to support their favourite local charity.
The Perks
HomeEquity Bank offers a competitive total rewards package that includes the following:
- Extended health and dental benefits
- Employee & Family Assistance Program
- Employer Matched Group Retirement Savings Plan
- Employee Share Investment Plan
- Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits
- Employee corporate discount for GoodLife Fitness
Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:
Youtube
Chip.ca
About HomeEquity Bank
CEO: Steven K. Ranson
Revenue: $25 to $50 million (USD)
Size: 201 to 500 Employees
Type: Company - Private
Website: https://www.homeequitybank.ca/
Year Founded: 1986
