Sales Support Coordinator II

Job title: Sales Support Coordinator II

Company: Robertson & Company


Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Sales Support Coordinator to join our client.Contract Period: 12 months with potential to extend or convert
Pay Rate: Starting from $25 per hour
Location: Waterloo, ON
Location Type: Hybrid; 2 to 3 days onsite
Business Hours: Monday to Friday; 9 AM to 5 PMJob Responsibilities:

• Deliver industry leading customer service through both phone and email channels, promptly handling inquiries, and ensuring timely follow up through to resolution.
• Set up and support both Lender and Broker profiles as required for participation in the MCI programs.
• Provide business support for Mortgage Protection Plan processes to Mortgage Brokers, Lenders and Sales team members. This include responding to inquiries about policies, compensation, sales tips, licensing and product training.
• Partner with the Sales team on broker training presentations.
• Troubleshoot all issues escalated from either Brokers or Sales and ensure timely communication to Production Support as necessary.
• On-going suggestions for process and technology improvements.
• Collaborate across the different teams on all business initiatives.
• Act as a resource for other client’s department inquiries.

Experience & Qualification Requirements:

• 2+ years experience customer service/admin
• Strong communication, interpersonal, and analytical skills (requires candidate to communicate regularly with mortgage brokers/ lenders)
• Proficient in MS Office, CRM systems like Salesforce, and data entry
• Excellent customer service and communication skills
• Ability to manage multiple priorities independently in a fast-paced environment.
• Detail-oriented with strong problem-solving abilities
• Capable of working both independently and within a team
• Ability to effectively work in a customer service environment
• Team Oriented but also able to work well independently
• Flexible in taking on new tasks and responsibilities to support the sales team

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary: $25 per hour

Location: Waterloo, ON

Job date: Sun, 06 Apr 2025 07:05:49 GMT

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