Mobile Mortgage Advisor Assistant (12 month secondment) jobs in United States
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CIBC US · 3 hours ago

Mobile Mortgage Advisor Assistant (12 month secondment)

CIBC US is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to client success. The Mobile Mortgage Advisor Assistant will support the Mortgage Advisor by engaging clients, facilitating mortgage applications, and assisting in business development activities.

BankingFinancial Services

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

Client ServiceAnalytical ThinkingCash Flow AnalysisCustomer Experience (CX)Post-Sales SupportProduct KnowledgeTransaction BankingInvestment Portfolios

Required

Experience in Microsoft Office (Excel, Word, PowerPoint)
Experience in residential mortgages
Ability to engage with clients and respond to inquiries
Ability to assist with administrative support for the Mortgage Advisor
Ability to assist with marketing and business development activities
Strong 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
Willingness to complete an attribute-based assessment and other skills tests

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.