Spécialiste principal de l’engagement des clients

The Senior Customer Engagement Specialist is responsible for supporting Equitable Bank reverse mortgage applicants through the discovery, credit adjudication, legal and funding process. This role will act as a critical bridge between the client and all internal/external parties involved in the complete fulfillment process. This primarily includes proactively monitoring the status of client files and reaching out to them, managing questions, requirements and documentation from lawyers, Credit and Funding team members, responding to incoming client inquiries, all while maintaining a positive customer experience.

• On a daily basis, the incumbent will be assigned client leads for whom they are responsible for supporting through the reverse mortgage discovery, application and fulfillment process. The incumbent will ensure that the client understands the nuances of the product and the steps of the process all while maintaining a positive re...