Mortgage Advisor Assistant- Remote, 12 Month Contract/Secondment @ CIBC US | Jobright.ai
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Mortgage Advisor Assistant- Remote, 12 Month Contract/Secondment jobs in Ontario, CA
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CIBC US ยท 7 hours ago

Mortgage Advisor Assistant- Remote, 12 Month Contract/Secondment

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BankingFinancial Services
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Responsibilities

Respond to client inquiries and facilitate the mortgage application process.
Assist the Mortgage Advisor in activities to support their business
Assist with marketing and business development activities, which are designed to facilitate new business, by identifying, and attracting clients to the Mortgage Advisor

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Microsoft OfficeResidential MortgagesClient EngagementBusiness DevelopmentCustomer Experience (CX)Relationship Building

Required

Experience in Microsoft Office (Excel, Word, PowerPoint)
Experience in residential mortgages
Ability to respond to client inquiries and facilitate the mortgage application process
Ability to assist the Mortgage Advisor in activities to support their business
Ability to assist with marketing and business development activities
Strong client engagement skills
Critical thinking skills
Ability to build trust through respect and authenticity
Commitment to values such as trust, teamwork, and accountability
Legally eligible to work at the specified location(s)
Completion of an attribute-based assessment and other skills tests may be required

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers, our social, points-based recognition program

Company

CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Jack Markwalter
CEO
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Brant Ahrens
Managing Director & President
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Company data provided by crunchbase
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