🛠 Tech Stack

💼 About This Role

You'll provide exceptional customer service to Equitable Bank's customers through phone and digital channels. You'll support mortgage inquiries and ensure accurate information is provided while complying with policies. This role offers a remote work environment at a challenger bank.

🎯 What You'll Do

• Provide inbound customer service via phone and digital channels
• Identify customer needs and offer appropriate mortgage solutions
• Process account updates such as contact information changes
• Recognize retention triggers for renewal and refinance opportunities

📋 Requirements

• 12 months of front-line customer service in finance or mortgage industry
• Post-secondary education (diploma)
• Knowledge of commercial and residential lending products and legal terminology
• Ability to multi-task while navigating various systems

✨ Nice to Have

• Experience with Home Equity Line of Credit (HELOC) product
• Strong mathematical and analytical skills

🎁 Benefits & Perks

• 🏠 Remote work opportunity
• 🏦 Challenger bank culture with innovation focus

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Assessment· 30 min