Mortgage Specialist

🔥 0 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

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Facilitate the sale of Manulife Bank’s mortgage solutions • Collect all required client documentation, include notes supporting the application and package, and submit mortgage deals accurately to expedite decisions • Achieve specified quotas relating to successful deal submissions and fundings • Work directly with Mortgage Specialists to gather required information and answer questions • Maintain client engagement and ensure administrative requirements are met throughout the mortgage application process • Collect, package, and review documentation for accuracy and completeness using standardized processes • Order appraisals • Liaise between Mortgage Specialists and related parties, including lending and title insurers • Address head office inquiries, provide information, explain policies, and resolve issues promptly • Coordinate field activities and direct business to the appropriate bank servicing unit • Use CRM tools such as Salesforce.com to update file status and provide reports to Mortgage Specialists and Regional Vice Presidents

🎯 Requirements

• 2+ year 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 and effective time management skills • Highly proficient in Excel and other office applications • Post-secondary degree or diploma in business an asset • Strong attention to detail • Multi-tasking and creative problem solving skills • Positive and co-operative attitude • Strong collaborative skill set to work with MSs • Excellent administrative and follow-up skills • Comfortable working in a fast-paced, deadline oriented environment • Ability to take initiative and have a motivated, competitive mindset • Aptitude for math/number skills and strong analytical skills • Must remain calm under pressure and time deadlines • Strong interpersonal relationship building and listening skills • Bilingualism (English and French) is a strong asset; if the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec

🏖️ Benefits

• Flexible environment supporting well-being and inclusion • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short-term disability insurance • Long-term disability insurance • Life insurance • AD&D insurance • 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 days • Sick days • Statutory leaves of absence • Incentive programs and incentive compensation tied to business and individual performance