Hybrid Reverse Mortgage Account Specialist na Eq bank | equitable bank
Eq bank | equitable bank · Toronto, Canadá · Hybrid
Blinkist – Informações importantes sobre livros em 15 minutos. Poupe 40% agora!
Patrocinado por BlinkistJoin a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
The Reverse Mortgage Account Specialist is a reverse mortgage product expert responsible for delivering an exceptional, best-in-class customer service experience to all potential customers. The Specialist supports potential new borrowers through the initial stages of their product exploration, competently and confidently answering questions, and assists the Sales team by inputting and documenting customer details, assigning leads based on the distribution rules, and scheduling appointments. In addition, the Specialist will make outbound calls to potential customers, set up the loans, and use CRM, IVR, and other back-end systems to manage and triage the Reverse Mortgage inbox, and assist with a variety of administrative tasks.
