The Core Responsibilities!
There are four areas of accountabilities listed below which when performed well, will cumulatively lead to ultimate success in this position.1. Relationship Management - 40%
The RCM must be a highly organized individual who is self-directed to manage and report on the status of sales and market activity via referral support, direct client outreach and industry development events. Success in achieving objectives involves various steps as outlined below:As a Key member of the Equitable Bank Reverse Mortgage team, establish a high standard of care and behavior with all internal and external stakeholders.Develop and implement a business plan that optimizes the distribution of the reverse mortgage product in BC, such that there is a reliable and consistent pipeline of applications.Ensure appropriate support and content is available for new referral partners.Alongside Senior Management, opine on sa...