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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 for Mortgage Specialists.
Responsibilities
- Facilitate the sale of Manulife Bank’s mortgage solutions
- Collect required documentation and notes from Mortgage Specialists
- Package and submit mortgage deals accurately to expedite decision-making
- Achieve quotas relating 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, and related parties
- Address head office inquiries, explain policies, and resolve issues
- Coordinate field activities and direct business to the appropriate bank servicing unit
- Use Salesforce.com and CRM tools to update file status and provide reports to Mortgage Specialists and Regional Sales Managers
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
- Strong attention to detail
- Multi-tasking and creative problem-solving skills
- Positive and team-oriented attitude
- Strong collaborative skill set and excellent 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 math/number skills and strong analytical skills
- Ability to remain calm under pressure and time deadlines
- Strong interpersonal relationship-building and listening skills
Benefits
- Learning and career growth support
- Flexible environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- 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
Job title
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Experience level
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Degree requirement
No Education Requirement
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