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CIBC US · 1 day ago

Mobile Mortgage Advisor – Bilingual

Lachine, MI

Full-time

Hybrid

Mid Level

CIBC is building a relationship-oriented bank for the modern world and is seeking a Mobile Mortgage Advisor. In this role, you will leverage your banking and mortgage experience to assist clients in achieving home ownership, providing expert mortgage advice and product solutions while engaging with clients on their terms.

BankingFinancial Services

Responsibilities

Client engagement - Focus on the client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to support your clients’ lifestyles and meet them on their schedule. Work with Banking Centre teams to build relationships and provide clients with personalized mortgage advice and comprehensive financial planning support

Business development - Understand your local market and potential client base and create a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results

Community involvement - Grow your network and create lasting connections with other internal businesses and external realtors who will refer potential clients and opportunities back to you

Qualification

Mortgage LendingBusiness DevelopmentClient ServiceMortgage ProcessMortgage DocumentationCustomer Experience (CX)Community ConnectionsGroup Problem Solving