Sales & Portal Specialist

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Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast‑to‑coast achieve home ownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.

Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission‑driven alternative mortgage lender. The name Haventree represents the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

Reporting to the VP of Sales, the role is responsible for mortgage broker sales and portal support, data management and compliance as well as general operational support.

• Provides administration support for Salesforce Sales Cloud reporting, the Broker and Client Portals, and the Haventree Loyalty Program (including registrations, emails, point redemptions and tagging accounts.)
• Supports internal and external clients for occasional technical issues or field inquiries from the operational teams.
• Facilitates the onboarding of Mortgage Brokers into LMS software and Salesforce systems.
• Conducts screening and compliance checks to ensure Brokers are in good standing with regulators.
• Conducts periodic reviews of Broker performance and licensing to limit risk and ensure high quality business standards.
• Maintains and organizes the database of Brokers and accounts to ensure data quality and integrity.
• Daily monitoring and updating of external rate boards/product sites that support broker partners.
• Provides administrative support to stakeholders as required.

• The position typically requires a college diploma, or equivalent.

• The position requires at least 2 years’ experience working in a financial services environment in sales support, mortgage broker relations or administration.
• Demonstrates working experience with Salesforce Sales and Community Clouds.
• Must be bilingual (English/French) with strong French language skills (both written and verbal).
• Strong expertise with Microsoft products including Excel (Pivot Tables) and PowerPoint.
• Demonstrates an ability to deal comfortably with all levels of both internal and external contacts with a friendly, professional attitude.
• Solves problems related to general operational support.
• Provides support to internal and external clients on technical issues or field inquiries.
• The position uses computer skills for data management.
• The position is required to use little or no physical effort to perform duties.
• Duties are performed in an office environment.
• Sensitivity Level 3.

Haventree Bank embraces equal opportunity, diversity, and inclusion. We are committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs. Please let us know if you require any accommodations during the recruitment and selection process by contacting ac