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.

La spécialiste principale de l’engagement des clients est chargée d’appuyer les demandeurs de prêt hypothécaire inversé de la Banque Équitable dans le cadre de découverte, d’octroi de crédit, de services juridiques et du processus de financement. Ce rôle servira de lien essentiel entre le client et toutes les parties internes et externes qui participent au proce...