Tuesday , May 21 2024

HSBC Job Opportunities – Broker Care Specialist

Website HSBC

Job Description:

Residential mortgages are a cornerstone product for Canada Wealth and Personal Banking. Be part of the team that supports the new strategic Mortgage Broker distribution channel in delivering a best in class mortgage application journey to a wide range of Canadian and international customers. Build relationships with internal teams and mortgage brokers, and help broker clients fulfil their home purchase ambitions by delivering a competitive offering to the marketplace.

Job Responsibilities:

  • Works with consistent accuracy to enable greater efficiency in meeting broker / customer mortgage needs, and identifies and voices process improvement opportunities
  • Complies with all relevant lending processes and procedures and Credit & Risk policy
  • Act as a primary point of contact for more complex operational inquiries from the Broker Data Entry Team
  • Offers value added service based on individual broker and customer needs, including keeping parties up-to-date on progress, informed of changes and delivering on expectations
  • Completes Welcome Calls to new HSBC clients, identifying possible additional financial needs and completing referrals to local branches
  • Achieves minimum broker / customer satisfaction scores
  • Meets individual objective of quarterbacking a new mortgage application through the Customer Due Diligence and Underwriting processes, preparing files for closing and managing any discrepancies, updates and changes to application, all within predetermined Service Level Agreements
  • Answers calls and queries from brokers and acts as a liaison between HSBC and broker until the application is funded.

Job Requirements:

  • Ability to handle large volumes, tight turnarounds and multiple deadlines
  • Ability to work with multiple stakeholders and build relationships across multiple departments
  • Strong customer service and interpersonal skills
  • Proven ability to meet set performance targets in a sales role
  • Minimum 3 years of experience case managing mortgages, with good understanding of the home buying and refinancing process and industry
  • Detailed orientated with good time management and organizational skills
  • Strong mortgage and secured lending product knowledge required

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: Vaughan, Ontario, CA

Application Deadline: N/A

Apply Here