Mortgage Specialist

🕒 3 days ago

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare 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

• Build and maintain strong connections with financial advisors and their clients to identify mortgage opportunities. • Conduct face-to-face meetings, virtual consultations, and follow-ups to understand client needs and recommend appropriate mortgage solutions. • Promote Manulife Bank’s full suite of mortgage products, including purchases, refinances, switches, and specialty needs. • Input all client and advisor activities into Sales Force in a timely and accurate manner. • Track and manage your business pipeline, including application status, funding timelines, and follow-up tasks. • Monitor activity metrics (F2F meetings, total interactions) to ensure alignment with performance goals. • Use segmentation tools to prioritize advisor outreach and territory planning by collaborating with BDM and IBDM in territory. • Ensure compliance with data entry standards to support reporting, visibility, and strategic decision-making. • Achieve monthly and annual targets for mortgage volume and units. • Identify and pursue new business opportunities within your territory. • Collaborate with BDMs and other internal partners to drive joint initiatives and deepen advisor relationships. • Participate in territory planning, segmentation reviews, and strategic discussions to optimize performance. • Maintain a high standard of compliance with regulatory and internal policies. • Provide exceptional service and support throughout the mortgage process, ensuring a seamless client experience. • Address advisor and client feedback proactively, raising service issues when needed. • Attend and support regional and national events, including advisor training sessions, roadshows, and industry conferences when appropriate. • Represent Manulife Bank with professionalism and enthusiasm, promoting our brand and values.

🎯 Requirements

• Proven experience in mortgage lending, financial services, or advisory roles. • Strong understanding of mortgage products, underwriting, and lending practices. • Proficiency in Sales Force, and overall comfort in digital programs or similar platforms. • 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

• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. • Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. • We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. • Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.