Job description


  • Entry level
  • No Education
  • Salary to negotiate
  • Toronto


Mortgage Specialist : 0000AK1E Description Global Vision. Local Focus.
Things really are different here. A career with HSBC in Canada is truly an experience that few financial service organisations can match.  Here you will find yourself inspired and supported by colleagues whose daily responsibilities cross time zones, continents and cultures.  You will be motivated to aim for your highest aspirations, and enjoy the rewards of belonging to a diverse and growth-driven culture.
Canada is a priority market for HSBC. We remain focused on growing customers locally with our unique products, and we offer a full suite of solutions developed from our global connectivity and network.  HSBC has the institutional strength, capacity and commitment to support our Canadian client’s requirements here and around the world.  Employees who thrive at HSBC are service focused, entrepreneurial and driven. They show collaborative spirit and a quest for continuous improvement, while having the industry expertise and business acumen to deliver.
About Retail Banking & Wealth Management
Retail Banking and Wealth Management (RBWM) serves millions of customers worldwide through our branch network, call centres, and digital and mobile banking. We also connect institutional and retail clients with investment opportunities through our Global Asset Management division.
A day in the life of a Mortgage Specialist include the following:
The Mortgage Specialist will effectively case manage mortgages, secured lending, and insurance through to completion, handling customer expectations at all times with outstanding professionalism and consistency. Listens to the customer and recognises wider financial planning needs and makes referrals to other areas of the bank, where the customer’s needs can be met thereby proactively developing and strengthening customer relationships and in doing so, generating new business in line with HSBC values.
Principle Accountabilities:

Handles contacts with our HSBC customers in a polite and friendly way, instilling customer confidence and meeting customer needs
Manage multi-channel referrals and handling large volumes of mortgage customer cases simultaneously
Achieves satisfactory compliance in the sale of mortgage, secured lending and insurance products
Offers value added products and services based on customer needs analysis and ensuring customer understanding of those products
Complies with all relevant procedures by ensuring all lending and insurance are within the bank’s criteria and all sales are properly recorded and authorized in accordance with Credit & Risk policy
Works with consistent accuracy to enable greater efficiency in meeting customer mortgage, secured lending, and insurance needs
An advocate of HSBC values and business principles by putting the customer first and delivering excellent customer service to complex customer calls by keeping up to date on training and internal communications
Owns and resolves issues as well as understands how and when to escalate and/or refer a client
Develops and builds effective working relationships with key stakeholders within and outside of the immediate business area
Acts as a role model for our Group Values and behaviours (Open, Connected, Dependable), supporting colleagues and customers to deliver superior customer service through these values
Meet individual and team sales targets Qualifications Knowledge & Experience / Qualifications:

Minimum 3 years of experience case managing mortgages, ideally working in mortgage  centre
Experience in a call centre environment is an asset
Strong mortgage, secured lending, and insurance product knowledge required
Ability to manage multiple stakeholders
Ability to handle large volumes, tight turnarounds and multiple deadlines
Strong communication (verbal and written), customer service and interpersonal skills
Proven ability to sell and meet set sales / performance targets in a sales role
Detailed orientated with good time management and organizational skills
Must be available to work rotating shifts, Monday to Friday from 8AM to 10PM and Saturday 9AM – 8PM.    Total work hours per week will be 37.5 hours per week
Understands / speaks second language is an asset
HSBC Proud
In 2017, HSBC Bank Canada was named one of the “Best 50 Corporate Citizens” in Canada by Corporate Knights magazine for the seventh consecutive year.
Here are some of the reasons

About the company

Santander Río es el primer banco privado del sistema financiero argentino en ahorro (depósitos más fondos comunes) y en volumen de crédito. La entidad cuenta con 333 sucursales, más de 2,5 millones de clientes (entre ellos más de 155 mil PyMEs y aproximadamente 1.100 empresas corporativas), más de 6.500 empleados, y tiene presencia en 21 provincias y en la Ciudad Autónoma de Buenos Aires. Es uno de los bancos líderes en medios de pago, en comercio exterior, servicios transaccionales y cash management. Y también uno de los principales protagonistas en los mercados bursátiles, de títulos públicos y cambiarios.

El Banco desarrolla asimismo un amplio programa de responsabilidad social corporativa, focalizado en la educación superior con convenios en 69 universidades argentinas y que incluye también proyectos para generación de empleo.

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