RESL Support Lead, Client Sales and Support (12-month secondment)

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

The RESL Support Lead is the single point of contact for the Mobile Advisor, responsible for coordination and execution of the end to end RESL application process, working directly with clients and managing the client experience to achieve sales targets and key deliverables. The roles applies comprehensive residential lending skills to assist the Mortgage Advisor to grow and cultivate a referral network that will generate a target >$65m+ in CIBC mortgage production annually. The roles makes decision on their own work methods to organize and schedule work activities, monitor work progress across multiple parties, maximize operational efficiency, ensuring adherence to policies and procedures, respond to changing priorities and resolve obstacles.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis

How you’ll succeed

• Mortgage Advisor business management – Support a dedicated Mortgage Advisor portfolio, work in a fast-paced environment to effectively execute priorities of varying complexity. Identify and implement opportunities to improve the efficiency of the end-to-end RESL application process.

• Relationship management – Act as a single point of contact and maintain professional relationships with multiple partners and clients through excellent interpersonal skills. Advocate on behalf of the Mortgage Advisor and our clients with all internal and external partners.

• Communication – Strong communication skills, both written and verbal to support direct client engagement. Speak with clients, contact and prepare clients for first Mortgage Advisor appointment, collect required information and documentation, prepare all E-signing documents, address questions and follow up directly with clients.

• RESL expertise – Apply in-depth knowledge of real estate lending policies and procedures, including all RESL tools to all applications to ensure lender due diligence and AML adherence.

• Organization and process – Operate in lock-step pace of the Mortgage Advisor, providing end-to-end support, proactively identify gaps and/or mismatches between ECIF, mMortgage, Client, ensure regulatory compliance adherence, schedule and co-ordinate work activities across multiple parties and partners, monitor progress and ensure accuracy of tasks completed by Mortgage Advisor Assistants, opening and closing solutions. Lead end-to-end pipeline management and track sales pipeline progress and conduct analysis of data against milestones and business performance plans.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. 

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2027-04-27

Job Location

Ontario VIRTUAL

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Budget Preparation, Client Service, Communication, Customer Experience (CX), Customer Service, File Maintenance, Interpersonal Communication, Residential Mortgages