Mortgage Specialist

🔥 6 minutes ago

🇨🇦 Canada – Remote

💵 $52k - $86.6k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• 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