Overnight bilingual banking advisor supporting RBC clients through phone, chat, video, and digital channels. Resolving banking concerns and delivering client - focused solutions for Canada’s largest bank.
About the role
- Mortgage Specialist guiding clients through their mortgage changes at Manulife Bank. Responsible for accurate documentation, client communication, and collaboration with internal partners.
Responsibilities
- Guide clients through mortgage changes from start to finish, acting as their main point of contact and helping them understand the steps, requirements, and timelines involved
- Collect, review, and validate all required documentation to support mortgage changes—such as product switches, adding or removing account holders, or restructuring account setups—ensuring accuracy and compliance with underwriting and Bank policies
- Prepare complete, well-organized files for lending and underwriting review, clearly summarizing client needs, requested changes, and supporting documentation to enable timely decision-making
- Provide proactive, ongoing communication, keeping clients informed at every stage of their file—from initial request through underwriting decisions to funding—ensuring clarity, transparency, and a smooth client experience
- Coordinate closely with internal partners, including Fulfillment, Underwriting, and Operations teams, to ensure files move efficiently through each stage and that any issues or missing information are resolved promptly
- Manage a high volume of files simultaneously, each at different stages in the process, while maintaining strong attention to detail and ensuring all timelines and service standards are met
- Communicate lending and file decisions to clients in a clear and supportive way, explaining outcomes, next steps, and any additional requirements
- Collaborate with sales partners and advisors to align on client needs, provide updates, and ensure a seamless experience across teams
- Accurately document all client interactions, file updates, and decisions in internal systems to maintain complete and compliant records
Requirements
- Bilingualism (English and French) is required
- 2-3 years of experience in the residential mortgage business or mortgage underwriting practices
- Strong knowledge of the residential mortgage process, including approval, title, and funding stages, as well as mortgage terms, fees, and rates
- Excellent listening and communication skills, both verbal and written
- Strong interpersonal skills with the ability to positively influence and negotiate
- Exceptional organizational and prioritization skills, with the ability to manage high volumes in a rapidly changing environment
- Demonstrated professionalism and sound judgment
- Strong analytical and problem-solving capabilities
- Meticulous attention to detail
- Proficient computer and keyboarding skills
- In-depth understanding of Manulife Bank’s products, processes, and systems is an asset
Benefits
- Health insurance
- Dental benefits
- Mental health support
- Vision coverage
- Short-term disability
- Long-term disability
- Life insurance
- Wellness benefits
- Employee assistance programs
- Retirement savings plans (including pension and share ownership plans)
- Paid time off including holidays, vacation, and personal days
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Bilingual insurance service associate supporting RBC life and health policy clients. Answering calls and emails, explaining policies, and resolving client concerns.
Spécialiste bilingue des conflits au cabinet d’avocats canadien McCarthy Tétrault. Gérant les recherches de conflits, l’ouverture de dossiers, la conformité KYC/AML et les données de facturation.
Spécialiste bilingue des conflits pour McCarthy Tétrault, cabinet d’avocats canadien. Gestion des vérifications de conflits, dossiers clients, conformité KYC/AML et lettres de mandat à Montréal.
Bilingual client relations specialist supporting Transamerica’s Canadian WFG insurance and financial - services field operations. Resolving escalated issues, handling high - volume inquiries, and guiding users across operational systems.
Bilingual collections specialist recovering overdue residential and commercial mortgage payments for Equitable Bank. Negotiating payment arrangements, managing delinquent accounts, and coordinating loan servicing.
Bilingual Contact Centre Representative supporting TD, a major North American bank, with credit - card and banking inquiries. Resolving issues, recommending products, and delivering compliant customer service in a hybrid role.
Bilingual BDC Representative converting high - volume automotive dealership leads into Sales and Service appointments for Optimy.ai. Using AI tools, CRM platforms, calls, texts, emails, and chat to drive lead conversion.
Bilingual Claims Service Representative handling first - notice - of - loss calls for Allstate Canada’s auto and property insurance customers. Explaining claim processes, gathering information, and coordinating inspections or emergency services remotely.
Bilingual Reimbursement Specialist supporting coverage requests, case coordination, and reimbursement resolution. Cencora connects pharmaceutical manufacturers, providers, and patients to needed therapies.