Job Description

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

Please note that this position has the ability to work remotely if the successful candidate is located outside of Ontario.

We\xe2\x80\x99re looking for our next Mortgage Advisor (Alt-A Lending). Could it be you?
Community Trust Company (CTC) is a member of the Questrade Group of Companies (QFG), which currently includes Questrade Inc., QuestEnterprise, Questrade Wealth Management Inc., CTC, Think!nsure Ltd., and Zolo Ventures Ltd.

What\xe2\x80\x99s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Hybrid and flexible work arrangements
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

What\xe2\x80\x99s it like working as a Mortgage Advisor (Alt-A Lending) at Community Trust Company?

Reporting to the Manager, Mortgage Advisory (Alt-A Lending), the Mortgage Advisor (Alt-A Lending) is responsible for managing existing partner and broker relationships through being responsive, educated, and attentive to client needs, ultimately improving partner experience. The Mortgage Advisor (Alt-A) will be required to provide support to Broker partners as it relates to residential mortgages. The Mortgage Advisor (Alt-A) will respond to multiple communication channels (Email, Call, Portal, Chat, etc.) to ensure partners receive timely turnaround and effective resolution management. Mortgage Advisor (Alt-A)\xe2\x80\x99s will respond to and action service-related inquiries, and triage other inquiries and related items. The Mortgage Advisor (Alt-A) will also uncover and identify other opportunities to cross-sell CTC and related products.

Need more details? Keep reading...
In this role, responsibilities include but are not limited to:

Business Operations:

• Provide exceptional service focusing on the broker experience to build meaningful relationships.
• Communicate professionally and effectively, both verbally and written with partners and brokers regarding Residential mortgage accounts.
• Be fluent and knowledgeable with all accounts including cross-selling opportunities.
• Collaborate with the Residential Underwriting teams to ensure broker and partner requests are actioned as required.
• Conduct outbound/inbound calls and case management to support the Residential Underwriting teams. This can include application follow-ups, documentation follow-ups and other calls as required.
• Meet annual performance targets as established by the Director, National Sales.
• Fact-find effectively to establish the brokers\xe2\x80\x99 needs and future aspirations.
• Embrace company values and promote them effectively alongside the Community Trust brand.
• Maintain knowledge of the financial services industry, competition, trends and market conditions.
• Monitor and action emails in the department\xe2\x80\x99s email inbox within the established service standards.
• Provide support and/or recommendations for process improvements to Managers, as appropriate.
• Follow all AML policies and procedures with client accounts with an emphasis on \xe2\x80\x9cKnow Your Client\xe2\x80\x9d rules.
• Comply with CTC\xe2\x80\x99s policies regarding the privacy of information.
• Proactively identify actual and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stage. Conduct appropriate inquiries and investigations in relation to any such situation and ensure that corrective actions and/or risk mitigation actions are implemented in a timely manner or escalated appropriately.
• Adhere to compliance and operational risk controls in accordance with company\xe2\x80\x99s policies and procedures.
• Support other team functions, as necessary.

So are YOU our next Mortgage Advisor (Alt-A Lending)? You are if you\xe2\x80\xa6
\xe2\x9c\x94 Have a minimum of 2 years\xe2\x80\x99 progressive experience in residential lending, preferably alternative lending
\xe2\x9c\x94 Have a minimum of 1 year experience in Business development or financial sales
\xe2\x9c\x94 Have a University degree in business, economics or related field preferred
\xe2\x9c\x94 Have customer service experience and a strong focus on service excellence
\xe2\x9c\x94 Have strong interpersonal and relationship building skills
\xe2\x9c\x94 Have strong attention to detail and able to complete tasks with a high degree of accuracy
\xe2\x9c\x94 Have a high level of integrity, confidentiality, and accountability
\xe2\x9c\x94 Have sound analytical thinking, planning, prioritizing, and executing skills
\xe2\x9c\x94 Have a well-defined sense of diplomacy, including solid negotiation, conflict resolution, and people management skills
\xe2\x9c\x94 Have solid written and verbal business communication skills
\xe2\x9c\x94 Bring a positive, can-do attitude to our organization, using creative solutions to solve problems
\xe2\x9c\x94 Are a strong team player who motivates others to achieve group success
\xe2\x9c\x94 Establish and build on healthy working relationships with your team and peers
\xe2\x9c\x94 Use open communication and collaboration to solve problems and manage deliverables
\xe2\x9c\x94 Work well in a dynamic and fast paced environment with the ability to navigate through organizational change

Some more information you might want to know...
Shifts are scheduled between 8:00 a.m. and 8:00 p.m. ET, Monday-Friday. We appreciate your flexibility.

Sounds like you? Click below to apply!
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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence\xe2\x80\x94not only for the benefit of our customers, but for those who build their career with us.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.