HSBC Bank Canada Careers – Broker Onboarding Agent

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. Speed, accuracy and excellent customer service will drive operational efficiency and deliver a competitive offering to the marketplace.


Job Responsibilities:

  • 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 performance targets and service expectations
  • Identifies and voices process improvement opportunities
  • Meets individual objective in terms of data input quality, speed, timeliness and accuracy, all within predetermined Service Level Agreements and Data Accuracy scores
  • An advocate of HSBC values and business principles by putting the customer first and delivering excellent customer service to complex customer needs by keeping up to date on training and internal communications
  • Responsible for supporting the movement of information from broker applications into HSBC’s proprietary applications
  • Creates customer profile, completes Customer Due Diligence and creates mortgage application in HSBC systems to reflect the exact submission receive from the broker. Escalates discrepancies where necessary
  • Develops and builds effective working relationships with key stakeholders within and outside of the immediate business area
  • Complies with all relevant lending processes and procedures and Credit & Risk policy
  • Completes preliminary review of broker applications to ensure it meets minimum high level credit threshold and broker / agent is on the “approved to use” list

Job Requirements:

  • Very detailed orientated with good time management and organizational skills
  • Strong communication (verbal and written), customer service and interpersonal skills
  • Good mortgage and secured lending product knowledge required
  • Proven ability to meet set performance targets
  • Ability to complete complex transactions and manage multiple activities simultaneously
  • Ability to handle large volumes, tight turnarounds and multiple deadlines
  • Minimum 2 years of experience of mortgage systems and processes

Job Details:

Company: HSBC

Vacancy Type:  Full Time

Job Location: Toronto, Ontario, CA

Application Deadline: N/A

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