Calgary Ab Virtual mortgage specialist calgary, ab Jobs – 4518 Openings This Week

Virtual Mortgage Specialist - Calgary, AB (Mandarin/Cantonese)
Scotiabank —Calgary, AB
- Monday to Friday
- Remote
- Salesforce
- Finance
- In-person
Virtual Mortgage Specialist - Calgary, AB
Scotiabank —Calgary, AB
- Monday to Friday
- Remote
- Salesforce
- Finance
- In-person
Contract Conformance Specialist IV (Calgary or Edmonton, AB) - Hybrid
Enbridge Contingent Talent Community —Calgary, AB
- Contract
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- Oracle
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Mortgage Broker and Relationship Manager
Olympia Trust Company —Calgary, AB
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Sales Representative, Women’s Health - Calgary, AB
Inizio Engage —Calgary, AB
- Full-time
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Mobile Veterinarian, Flexible Schedule, Vets To Go
VCA Animal Hospitals —Calgary, AB
- Full-time
- Driving
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Senior Family Lawyer - Calgary
MacLean Law —Calgary, AB
- From $150,000 a year
- Full-time
- Doctoral degree
- Writing skills
- English
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- Paid time off
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Multi-Specialty Veterinary Technologist, Calgary Animal Referral and Emergency Centre
VCA Animal Hospitals —Calgary, AB
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RVT, Ophthalmology, Maternity Leave Contract, Calgary Animal Referral & Emergency Centre
VCA Animal Hospitals —Calgary, AB
- Full-time
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Technician Assistant, Veterinary Surgery - VCA Canada Western Veterinary Specialist & Emergency Centre
VCA Animal Hospitals —Calgary, AB
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Registered Veterinary Technologist, Critical Care, Calgary Animal Referral and Emergency Centre
VCA Animal Hospitals —Calgary, AB
- Full-time
- Communication skills
- Tuition reimbursement
- Employee assistance program
Specialty Finance Manager - Dealership Finance experience mandatory
House of Cars Deerfoot Meadows —Calgary, AB
- $100,000–$250,000 a year
- Full-time
- Sales
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Quick apply
Operations Manager - Calgary
310-Dump —Calgary, AB
- From $83,200 a year
- Weekends as needed
- In-person
- Leadership
- Dental care
- Paid time off
Quick apply
Overnight Registered Veterinary Technologist, RVT, Calgary North Animal Hospital
VCA Animal Hospitals —Calgary, AB
- Full-time
- Communication skills
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Nurse Practitioner Needed
Rufus Health —Calgary, AB
- $85–$110 an hour
- Part-time
- Hybrid work
- Nursing
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- Leadership
Quick apply
Business Development Specialist - Electrical
Graybar —Calgary, AB
- Sales
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- Organizational skills
- Profit sharing
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9d
Licensed Condominium Manager
Quarter Park Management —Calgary, AB
- $50,000–$75,000 a year
- Full-time
- Organizational skills
- Computer skills
- Construction
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- Paid time off
Quick apply
Registered Veterinary Technician, Calgary Animal Referral & Emergency Centre
VCA Animal Hospitals —Calgary, AB
- Full-time
- Tuition reimbursement
- Employee assistance program
Small, Medium, and Enterprise Business Development Specialist
Kmoon Inc. —Calgary, AB
- $60,000–$110,000 a year
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Head Automotive Mechanic / Technician / Journeyman / Red Seal
STAMPEDE AUTO —Calgary, AB
- $30–$50 an hour
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- Schematics
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- Customer service
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Virtual Mortgage Specialist - Calgary, AB (Mandarin/Cantonese)

Scotiabank -
Calgary, AB

Apply Now

Job details

Qualifications

Mandarin
Financial auditing
Salesforce
Cantonese
Post-secondary education
Finance
Business
Communication skills

Full job description

Requisition ID: 260113

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Virtual Mortgage Retention Specialist

In-office role

Location: 225 6 Ave SW, Calgary (Brookfield Place)

Working Conditions: This role will operate under extended hours. Hours of operation are Monday to Friday 10:00am to 8:00pm MT; the incumbent will be scheduled shifts within these times.

Leading with a financial planning approach, the Virtual Mortgage Specialist is responsible for retaining, servicing and deepening relationships with mortgage renewal customers by offering a full suite of complimentary financial strategies and solutions that best meet the customers’ immediate and future financial needs.

The primary responsibility of the Virtual Mortgage Specialists is to remotely support multiple branches across Canada in achieving mortgage renewal and retention goals through proactive customer contact.

Is this role right for you? In this role, you will:

Through proactive customer contact, provide expert mortgage knowledge and advice on a full range of customized solutions using a holistic financial planning approach with the goal of retaining and deepening relationships with an assigned portfolio of mortgage renewal customers.
Primary focus of proactively establishing contact with mortgage renewal customer and retain the mortgage business.
Through a proactive mortgage retention process, remotely manage assigned renewal leads including, assessing customer financial needs/goals, presenting mortgage retention offers, managing rate negotiations and making appropriate recommendations to secure the renewal.
Through effective preparation and discovery, identify and act on opportunities to deepen the relationship with additional, relevant financial solutions.

Deepen and grow relationships and business by:

Understanding customer’s financial goals and preferences, analyzing their needs, and recommending the appropriate strategies and solutions to help them achieve their goals.
Planning and executing on weekly measurable targets including proactive customer contacts, and effective mortgage retention.
Identifying referral opportunities in response to changes in needs/preferences and where necessary, referring and collaborating with key partners, such as Financial Advisor Investment and Retirement Specialists, Small Business Advisors or the appropriate Global Wealth partners.

Deliver exceptional customer experiences by:

Effectively executing the Customer Experience Model (CEM)
Consistently delivering on the Service Basics and Advice+ Promises in all customer/employee interactions
Delivering on the diverse advice expectations of our customers.
Escalating and tracking customer concerns and complaints as required

Minimize the Bank’s exposure to risk by:

Contributing to operational excellence and a satisfactory Branch audit
Staying current and adhering to all retail lending compliance, regulatory compliance, custody and Occupational Health & Safety requirements and changes
Ensuring strict adherence to Bank security procedures, including retail lending policies and processes, assigned authorities and limits
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Branch Manager and/or AML and/or Branch Compliance Officer or Alternate (BCO/ABCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate
Adhering to custody and security procedures at all times
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Adhering to compliance with regulatory activities and guidelines as part of the sales process, including Privacy, Anti-Money Laundering(AML)/Anti-Terrorist Financing, Financial Consumer Agency of Canada(FCAC), Know Your Customer(KYC), Canadian Deposit Insurance Corporation(CDIC), regulations and policies and Guidelines for Business Conduct.
Champions a high-performance environment and contributes to an inclusive work environment.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

Strong understanding of residential mortgage product knowledge, including policy and process
Experience working with in a customer-facing role within the financial industry or related field
Post-secondary degree in business/finance or related field (considered an asset)
Expert knowledge using Microsoft Teams, Salesforce and E-Signature
Prior experience leading virtual advice discussions and assisting customers on how to navigate virtual meetings (considered an asset)
Highly organized with strong attention to detail
Effective written and verbal communication skills
Fluent in Mandarin and/or Cantonese

What we’re offering:

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities– for you and our customers.
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
You’ll receive clear, transparent criteria to progress in your career.

Location(s): Canada : Alberta : Calgary

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply Now

Refine Your Search

virtual mortgage specialist calgary, ab jobs in calgary ab

Virtual Mortgage Specialist - Calgary, AB (Mandarin/Cantonese)

Virtual Mortgage Specialist - Calgary, AB

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Overnight Registered Veterinary Technologist, RVT, Calgary North Animal Hospital

Nurse Practitioner Needed

Business Development Specialist - Electrical

Licensed Condominium Manager

Registered Veterinary Technician, Calgary Animal Referral & Emergency Centre

Small, Medium, and Enterprise Business Development Specialist

Head Automotive Mechanic / Technician / Journeyman / Red Seal

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