Obtain customer information required for inputting and submitting the mortgage applications; Discussing cross-sell opportunities with clients at time of application; Obtaining the mandatory documentation from the customers to support the application submission; Preparing the credit package and forwarding to the adjudication center for credit approval; Collecting documents from customers to satisfy outstanding conditions in conjunction with the HFA (Home Financing Advisor) and the Servicing Branch; Maintain a consistent review of the online system to obtain status of applications and outstanding conditions, liaising with the adjudication center directly, contacting customers and updating the HFA as needed; Preparing turnover sheet for Servicing Branch to communicate the terms of the approval/cross sells and prepare the ‘closer’ to finalize the deal; Assisting HFA with managing pre-approved and approved files by contacting customers in order to maximize sales opportunities; Preparing marketing material packages for HFA to distribute to referral sources; Assisting HFA with maintaining customer and referral sources database using Salesforce, recording all activity, realtor referrals and benefits; Assisting the HFA achieve their sales and cross-sell goals.

Reviewing / validating to ensure information is complete and accurate, Processing mortgage applications, adjudicating within approved lending limits and applying appropriate conditions, Submitting applications to the exception unit for approval, as required, Assessing documentation to ensure compliance with Bank guidelines, Reviewing appraisals and ensuring all other conditions are satisfied, Maintaining a thorough knowledge of the retail marketplace, economic conditions and political events affecting particular regions of Canada and outside (i.e. non-resident lending), Customer Service through written and verbal communication to both Home Financing Advisors (HFA) and Brokers, Providing clear verbal and written communication of credit decisions to HFAs and Brokers, Providing advice and guidance to HFAs and Brokers, Maintaining a relationship with assigned HFAs and Brokers and adhering to service standards, Meeting the established turn around times, Responding to and resolving customer complaints immediately, Completing the appropriate tracking documentation and effectively managing referrals received, Recognizing indicators that would identify possible Fraud/Money Laundering situations, and escalating.

Monitoring work to ensure team meets customer service demands, Monitoring customer concerns and resolving escalated concerns and issues from all partners and internal staff, Providing direction, guidence, coaching and support for six direct reports and often more depending on team coverage, Establishing and monitoring goals. Recognizing and reqarding success and managing non-performance, Developing and obtaining agreement on individualized development plans, Resolving issues / negotiating compromises between team members, Processing and review of vaious reports, Review of condition removal ensuring information is complete and accurate, Facilitating skill builds and morning team meetings. Customer Service through written and verbal communication to internal and external contacts, Providing clear verbal and written communication of decisions to outside partners, Responding to and resolving customer complaints immediately, Responding to and acting on referrals from mortgage administrators, Completing and discussing semi and annual reviews of performance for six direct reports, Meeting the established turn around times

Monitoring work to ensure team meets customer service demands, Monitoring customer concerns and resolving escalated concerns and issues from mortgage administration clerks and Brokers, Providing direction, guidence, coaching and support three direct reports, Processing and review of vaious reports, Review of condition removal ensuring information is complete and accurate, Customer Service through written and verbal communication to internal and external, Providing clear verbal and written communication of decisions to Brokers and Business Development Managers, Responding to and resolving customer complaints immediately, Responding to and acting on referrals from mortgage administration clerks and other officers, Meeting the established turn around times , Condition removal within approved Bank guidelines.

Dealing with public questions, complaints, orders, involvement with studio representation, Soliciting new business, Product awareness and Market trend research, Word Processing, SOP maintenance, Daily reporting, Spreadsheet management. Promoting cross sell opportunities between DVD sales and gaming consoles.

Looking for lost packages, blood shipments, Dealing with public questions, complaints, problems, Data entry, customer service.

Inputting of credit application information for home improvement loans, Daily Reporting, Filing, Memos, Mass Mail-outs, Word Processing, help in Accounts Receivable and Payable, Reconciling of Accounts

Administrative Assistant, Event SalesDuties: Switchboard, Inventory Management, Mass mail-outs, Desktop Publishing, Database Maintenance, Assisting in Event Coordination, Filing, Word Processing, Data Entry, Handling of Registration Fees and Applications, Deposits, help in Accounts Receivable and Payable, Reconciling of Accounts