Mortgage Specialist

🔥 1 hour ago

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Manulife

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

• Cultivate strong connections with financial advisors, clients, and colleagues • Conduct face-to-face meetings, virtual consultations, and follow-ups • Promote Manulife Bank’s full suite of mortgage products • Input all client and advisor activities into Sales Force • Track and manage your business pipeline • Monitor activity metrics to ensure alignment with performance goals • Ensure compliance with data entry standards • Achieve monthly and annual targets for mortgage volume and units • Identify and pursue new business opportunities • Collaborate with BDMs and other internal partners • Maintain a high standard of compliance with regulatory and internal policies • Provide exceptional service and support throughout the mortgage process • Attend and support regional and national events

🎯 Requirements

• Proven experience in mortgage lending, financial services, or advisory roles • Strong understanding of mortgage products, underwriting, and lending practices • Proficiency in Sales Force • Excellent communication, relationship-building, and organizational skills • Ability to work independently and collaboratively in a fast-paced environment • Contribute to team initiatives and support a One Team culture

🏖️ Benefits

• Health, dental, mental health, 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 (including pension and global share ownership plan) • Financial education and counseling resources • Generous paid time off including holidays, vacation, personal, and sick days

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