Bilingual Mortgage Solutions Manager (EN/FR) - Tangerine 1

Tangerine; Toronto; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Access to thousands of online and in-person courses

Workspace flexibility

Participation in pension & benefits programs

Job summary

Tangerine is looking for a Mortgage Solutions Manager in Toronto to provide tailored mortgage solutions and advice. This role involves managing the full journey of new mortgage acquisition from lead generation to funding, focusing on delivering exceptional client experiences. Candidates should have a minimum of 3 years in the mortgage industry and fluency in both English and French. Join a diverse team that values empowerment and workplace flexibility at Canada's leading direct bank.

Qualifications

• Minimum 3 years of proven success in the mortgage industry or a related field.
• Underwriting and fulfillment experience is preferred.
• Strong commitment to trust development and exceptional service.

Responsibilities

• Manage new mortgage acquisitions from lead to funding.
• Provide tailored mortgage advice based on client needs.
• Achieve monthly mortgage origination targets.

Skills

Fluency in both English and French

Sales experience

Proven success in the mortgage industry

Excellent communication skills

Administrative knowledge in lending

High proficiency with MS Office

Education

University or College Degree in business discipline

Job description

Requisition ID: 258745

Tangerine is Canada’s leading direct bank.

What You Will Be Doing

The Mortgage Solutions Manager is responsible for providing peace of mind to clients and building loyalty by providing customized mortgage solutions and advice. You will use your expertise to manage the full journey of new mortgage acquisition, from lead to funding. This role focuses exclusively on new-to-bank mortgages, including purchase transactions, switches from other financial institutions, and new Home Equity Lines of Credit (HELOCs).

You will deliver a seamless, consultative experience that helps clients make informed decisions while driving business growth. You will act as the primary point of contact of clients that are selecting Tangerine to support them on their home-buying needs, responsible for guiding clients through the end-to-end mortgage journey.

Responsibilities

• Utilize your banking and secured lending expertise to provide tailored mortgage advice that aligns with clients’ financial goals and objectives.
• Be a Secured Lending subject matter expert acting as the face of Tangerine Secured Lending with our clients.
• Prioritize client experience and take initiative to provide advice and solutions to clients by developing & maintaining mortgage expertise, focused on client needs, market conditions and the Canadian residential mortgage market to equip yourself and your colleagues to win the confidence & loyalty of our clients.
• Actively manage an assigned portfolio of both potential and existing mortgage clients that have submitted mortgage applications or been identified via bank-sourced leads.
• Sourcing & acquiring new mortgage clients through referrals, and outbound effort.
• Build lasting relationships with clients and referral partners to generate mortgage opportunities and referrals.
• Leveraging your personal & professional network to attract & source opportunities to gain experience in the Secured Lending business at Tangerine
• Managing the full sales cycle from prospecting to funding
• Providing tailored mortgage advice based on client needs.
• Qualifying and converting leads, proactively sourcing new mortgage opportunities through outbound calling campaigns, and guiding clients through pre-approval, application, and funding.
• Accountable for achieving monthly mortgage origination targets and identifying opportunities for cross-sell and referrals to other Tangerine products and services.
• Collaborate with internal teams, including underwriters, to facilitate timely mortgage approvals and closing while adhering to regulatory requirements.
• Guiding clients along the fulfillment process by promptly communicating required documents and updates, setting expectations on next steps and being open and initiative-taking to seeking alternative solutions.
• Accountable for achieving monthly mortgage sales targets and effectively cross-selling other Tangerine products and services.
• Consult with the Underwriting department to ensure all documents are received, validated and complete.
• Responsible for meeting Customer Service levels in relation to emails and phone messages.

Skills

• Fluency in both English and French is required.
• Underwriting and fulfillment experience is preferred.
• Minimum 3 years of proven success in the mortgage industry, or a related field.
• Sales experience is required.
• University or College Degree in a business discipline is an asset.
• Strong commitment to trust development, client experience, and delivering exceptional service.
• Excellent communication, negotiation, and interpersonal skills with the ability to influence and build rapport with clients and stakeholders.
• Entrepreneurial mindset with a drive to succeed in a variable compensation, sales environment.
• Administrative knowledge and skills in documentation required to meet lending guidelines.
• Be fully knowledgeable and staying current with respect to Tangerine Bank products, services, policies, and procedures.
• Exceptional knowledge and understanding of the mortgage product, both Tangerine specific as well as from the market in general.
• Outbound calling capabilities; establishing credibility with clients and earning their trust and business.
• High proficiency with all MS Office products.

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 wellbeing 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).

Location: Canada – Ontario – Toronto