Bank Relationship Officer jobs

Pegasus Mortgages Lending Center is a boutique multi-national mortgage brokerage with offices in Toronto, Canada, and Miami, USA. We work with a variety of banks, professional associations, alternative and private lenders. We are looking for a visionary, driven self-starter to be our Homes Loans Officer. Reporting directly to our Team Lead Sales and Development along with our Operations Director, you will be responsible to develop a premiere sales culture, and manage our client base.

Major Responsibilities:

• Play a key role in advising clients of high-level mortgage and investments solutions from a range of available mortgage and investment solutions
• By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
• Increase customer financial confidence by providing personalized mortgage and investment advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
• Act as a point of contact for the frontline staff and sales agents in handling client concerns and mortgage transactions
• Maintain professional space in common areas as per marketing and regulatory guidelines
• Work closely with existing and prospective clients to provide financial review of their mortgage products, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
• Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
• Strive to achieve and improve service level agreements and productivity targets
• Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
• Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently

Required Experience:

• Bachelor's degree in Finance or related field
• A minimum of 4-5 years of experience in a Sales, Sales Operations, Go-To-Market or Marketing role.
• Experience with strategic planning and the ability to execute strategic initiatives.
• Working knowledge of various CRM’s and Project/Task management system.
• Any high-quality training or certification will help stand out from the competition
• Sales Acumen: Strong understanding of customer and market dynamics and requirements.
• Results-orientated and able to work independently.
• Excellent verbal and written communication skills, with a strong customer-focus orientation - demonstrates a vocal and confident style; shares thoughts and opinions and presents ideas with conviction and courage and has a passion for sales excellence
• Sales Experience in Financial/Banking/Mortgage products would be preferred
• Ability to work both independently and in a team setting; flexible, adaptable, and thrives in a fast-paced, changing environment.

Other Requirement:

• A desktop workstation based on our specifications with 2 hours battery backup
• A headset microphones
• Internet with backup power
• Electricity backup (Ups/Generator/Others)
• Dedicated area/separate room for work

Schedule:

• Eastern Standard Time (Toronto time)
• Monday to Friday 9:00 am to 6:00 pm

Pay: ₹500,000.00 - ₹1,200,000.00 per year

Work Location: Remote