Bilingual Mortgage Account Manager

Tangerine Bank; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading digital bank in Canada seeks a Bilingual Mortgage Account Manager to guide clients through the mortgage fulfillment process. The role involves managing a portfolio of clients, ensuring timely communication, and meeting monthly sales targets. Ideal candidates have sales experience, a degree in a business discipline, and fluency in English and French. Join a dynamic team that values diverse skills and offers opportunities for professional growth while contributing to a positive client experience.

Benefits

Access to online and in-person courses

Flexible workspace arrangements

Pension & benefits programs

Qualifications

• Experience in underwriting and fulfillment preferred.
• Detail-oriented and able to adapt to changing needs.
• Basic administrative knowledge needed for lending guidelines.

Responsibilities

• Guide clients through the mortgage fulfillment process.
• Manage an assigned portfolio of mortgage clients.
• Ensure timely communication and document management.

Skills

Fluency in English and French

Sales experience

Strong verbal and written communication skills

Ability to build relationships

Education

University or College Degree in a business discipline

Tools

Microsoft Office

Job description

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Requisition ID: 243546

Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award‑winning client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It’s important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape!

What you will be doing

The Bilingual Mortgage Account Manager’s (MAM) primary role is to guide clients through the mortgage fulfillment process. They are responsible for making the process seamless and easy for clients to understand. Key responsibilities include building and maintaining strong relationships with both potential and existing Tangerine mortgage clients and ensuring that all associated client documentation is processed and assessed in both a prudent and timely fashion. Using his/her strong communication skills, a Mortgage Account Manager is responsible for proactively educating and guiding a client through the requirements and processes while ensuring the mortgage meets their needs. The Bilingual Mortgage Account Manager will report directly to the Manager, Mortgage Account Managers.

Is this role right for you? In this role, you will:

Actively manage an assigned portfolio of both potential and existing mortgage clients that have submitted mortgage applications or have their mortgage coming up for renewal.

Guiding clients along the fulfillment process by promptly communicating required documents and updates, setting expectations on next steps and being open and proactive to seeking alternative solutions.

Accountable for achieving monthly mortgage sales targets and effectively cross‑selling other Tangerine products and services.

Act as a resource for questions or issues concerning mortgage policies and procedures to manage the bank’s risk.

Demonstrate effective call control and use of soft skills with each call.

Adhere to Quality Service standards in order to maintain and exceed pre‑determined service levels while maintaining a “one and done” approach.

Commit to on‑going mortgage training and development.

Contribute positively and actively in team meetings and discussions with ideas and suggestions.

Assessment of any additional information sought/received within the agreed upon service levels.

Liaise with the Underwriting department to ensure all documents are received, validated and complete.

Responsible for meeting Customer Service levels in relation to emails, phone messages and fax enquiries.

Other duties as assigned.

Do you have the skills that will enable you to succeed in this role? We love to work with you if you have:

Education / Experience

University or College Degree in a business discipline is an asset.

Sales experience is required.

Underwriting and fulfillment experience is preferred.

Specialized Knowledge

Basic administrative knowledge and skills in documentation required to meet lending guidelines.

Be fully knowledgeable and stay current with respect to Tangerine Bank products, services, policies and procedures.

Excellent knowledge and understanding of the mortgage product, both Tangerine specific as well as from the market in general.

Technical Skills

Fluent in English and French is required.

Computer literate – knowledge of Microsoft Office.

Abilities

Ability to build relationships at all levels.

Ability to discuss product options and features within company guidelines.

Ability to adapt to changing needs and priorities.

Attributes

Strong verbal and written communication skills.

Detail oriented.

What's in it for you?

You will be part of a diverse and inclusive team of client‑focused go‑getters looking to learn from each other in an environment that celebrates and recognizes success!

You will have access to thousands of online and in‑person courses so you can shape your career growth with the support from diverse industry leaders.

You will get our help to save for your future and to invest in your total well‑being through our Tangerine benefits.

You belong here, we are equal and un‑complicated. Bring your true self to work; dress codes don’t apply here.

You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.

*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees).

Some more information you might want to know

You must be flexible with working morning, afternoon and evening shifts, including weekends and statutory holidays.

Flexibility in working morning, afternoon and evening shifts including weekends and statutory holidays between the hours of 7 am to 12 am (midnight).

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.