Bilingual Mortgage Advisor

Seeing beyond numbers

At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive.

Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States.

We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

The Mortgage Retention Specialist will be responsible for proactively retaining existing clients through mortgage renewals, sales opportunities, referrals and refinances.

The Mortgage Retention Specialist is required to meet both the bank and individual retention and refinance objectives in order to grow the business.

The incumbent will deal directly with the consumer managing all components of the renewal and application process, ensuring a seamless customer experience.

This includes completion of the application and submission for review, supporting documentation collection, appraisal ordering, and monitor progress of deals through third party partners.

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Responsibilities

Promptly action opportunities by contacting customers to understand their needs and ensure the

appropriate solutions / options are matched to the identified needs.

Achieve key performance indicators based on productivity, sales volume, and quality. Develops,

implements, and monitors performance plans for effectiveness and adjusts accordingly to ensure

desired outcomes.

• Ensures all policies and procedures are adhered to.
• Maintains required contact management and activity management records as required by the

company.

• Responsible for executing all conditions of approval on behalf of the company with the borrower
• Meet or exceed individual mortgage retention and sales objectives
• Accurately prepare various documents; letters, memos, reports and data processing files based

on various sources within a very tight deadline.

• Accurately calculates, updates and enters data, opens, closes and files and follows up
• Responds to client mortgage inquiries and resolves problems / refers escalations.
• Carries out any other similar or general task as assigned or that may be required by this function

Qualifications

College / University diploma / degree and minimum 2 years of Sales experience within the mortgage

services environment.

• Bilingual* (French / English) verbal and written communication skills are an asset.
• Demonstrated effective sales skills in order to build rapport with clients and advisors.
• Strong telephone manner; must be articulate, professional, polite and have demonstrated listening

skills.

Sense of urgency and time management skills to ensure client files are efficiently managed from

inception to successful conclusion

• Ability to work independently and as a team player concurrently. Strong ability to multi-task, selfmotivated and highly disciplined and sales focused.
• Knowledge of mortgage underwriting policies and procedures
• Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering :

• The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
• Total compensation : Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
• Work model : We prioritize a hybrid work model based on business needs.
• Stock purchase plan : Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
• Time off : In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees.

Plus, as an extra perk, you also get a paid day off to celebrate your birthday.

• Health and wellness : Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
• Group insurance and pension : We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
• Financial benefits : As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products.

Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority.

Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive.

To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.