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About the role
- Mortgage Specialist Associate facilitating Manulife Bank mortgage sales and application processing. Managing documentation, appraisals, CRM updates, and deal submissions.
Responsibilities
- Facilitate the sale of Manulife Bank’s mortgage solutions
- Collect required client documentation and supporting notes
- Package and submit mortgage deals accurately to expedite decision-making
- Achieve quotas related to successful deal submissions and fundings
- Work directly with Mortgage Specialists to gather information and answer questions
- Maintain client engagement throughout the mortgage application process
- Collect, package, and review documentation for accuracy and completeness
- Order appraisals and liaise with Mortgage Specialists, lending insurers, and title insurers
- Address head office inquiries, explain policies, provide information, and resolve issues
- Coordinate field activities and direct business to the appropriate bank servicing unit
- Use Salesforce.com and other CRM tools to update file status
- Provide reports to Mortgage Specialists and Regional Vice Presidents
Requirements
- 2+ years of previous experience in residential mortgage administration
- Ability to influence and communicate effectively with Mortgage Specialists
- Solid financial services and banking industry knowledge
- Excellent written and oral communication skills
- Well organized with effective time management skills
- Highly proficient in Excel and other office applications
- Post-secondary degree or diploma in business is an asset
- Strong attention to detail
- Multitasking and creative problem-solving skills
- Positive and cooperative attitude
- Strong collaborative, administrative, and follow-up skills
- Comfortable working in a fast-paced, deadline-oriented environment
- Ability to take initiative with a motivated, competitive mindset
- Aptitude for mathematics/numerical skills and strong analytical skills
- Ability to remain calm under pressure and time deadlines
- Strong interpersonal relationship-building and listening skills
- Bilingualism in English and French is a strong asset; required in Québec to support clients from various provinces outside Québec
Benefits
- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental coverage
- Mental health benefits
- Vision coverage
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Flexible work environment
- Learning and career growth support
- Well-being and inclusion support
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Experience level
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