Bilingual Life Events Mortgage Specialist (Hybrid)

Manulife; Halifax; Hybrid; CAD 52,000 - 87,000; Full time

Job summary

Manulife seeks a Life Events Specialist to guide clients through mortgage changes, verify documents, and prepare complete files for underwriting. You will maintain proactive communication, coordinate with Fulfillment, Underwriting, and Operations, and ensure timely, compliant service while supporting client retention.

The role requires bilingual English and French capabilities, strong organizational skills, and the ability to manage high volumes with attention to detail in a hybrid Canadian work

Qualifications

• Excellent listening and communication skills, both verbal and written.
• Strong interpersonal skills with the ability to positively influence and negotiate.
• Exceptional organizational and prioritization skills, with the ability to manage high volumes in a rapidly changing environment.
• Demonstrated professionalism and sound judgment.
• Strong analytical and problem-solving capabilities.
• Meticulous attention to detail.
• In-depth understanding of Manulife Bank’s products, processes, and systems is an asset.
• Proficient computer and keyboarding skills.
• Bilingual English and French required; if in Québec, proficiency in both languages for clients outside Quebec.

Responsibilities

• Guide clients through mortgage changes from start to finish, acting as their main contact and explaining steps, requirements, and timelines.
• Collect, review, and validate all required documentation for mortgage changes, ensuring accuracy and policy compliance.
• Prepare complete files for lending and underwriting review with clear summaries of client needs and supporting documents.
• Provide proactive communication, updating clients at every stage from initial request to underwriting decisions and funding.
• Coordinate with Fulfillment, Underwriting, and Operations to move files efficiently and resolve missing information.
• Manage a high volume of files at different stages while maintaining attention to detail and timelines.
• Communicate lending decisions to clients clearly, outlining outcomes and next steps.
• Collaborate with sales partners and advisors to align on client needs and ensure a seamless experience across teams.
• Document all client interactions and file updates in internal systems for compliance.

Skills

Excellent listening and communication

Interpersonal skills

Organizational skills

Professionalism

Analytical thinking

Attention to detail

Computer skills

Bilingual English and French

Job description

Manulife seeks a Life Events Specialist to guide clients through mortgage changes, verify documents, and prepare complete files for underwriting. You will maintain proactive communication, coordinate with Fulfillment, Underwriting, and Operations, and ensure timely, compliant service while supporting client retention.

The role requires bilingual English and French capabilities, strong organizational skills, and the ability to manage high volumes with attention to detail in a hybrid Canadian work