Bilingual Mortgage Specialist Associate

Manulife; Quebec; On-site; CAD 50,000 - 75,000; Full time

Job summary

A leading financial institution is seeking Mortgage Specialist Associates to facilitate the sale of mortgage solutions. Candidates must have 2+ years of experience in residential mortgage administration and be fully bilingual in French and English. The role offers remote work opportunities and is focused on client engagement and documentation accuracy. An array of benefits and supportive career growth opportunities are available.

Benefits

Incentive programs

Flexible working environment

Career growth opportunities

Qualifications

• 2+ years of experience in residential mortgage administration.
• Solid financial services and banking industry knowledge.
• Ability to work in a fast-paced, deadline-oriented environment.

Responsibilities

• Facilitate the sale of mortgage solutions and collect required documentation.
• Order appraisals and liaise among all related parties.
• Coordinate activities and direct business to the appropriate servicing unit.

Skills

Bilingual (French/English)

Excellent written and oral communication skills

Organizational skills

Time management skills

Ability to influence and communicate effectively

Education

Post-secondary degree or diploma in business

Tools

Salesforce.com

Excel

Job description

The primary role of the Mortgage Specialist Associates (MSA) is to facilitate the sale of Manulife Bank’s mortgage solutions. The MSAs will collect all required documentation from the clients, include all notes to support the application and package and submit the mortgage deals appropriately with a focus on accuracy to expedite the decision process. They will be responsible for achieving a specified quota relating to successful deal submission and fundings. They will work directly with Mortgage Specialists to gather required information and answering questions to facilitate a successful and seamless mortgage sale.

Position Responsibilities

• Maintain client engagement and ensure administrative requirements are met throughout the mortgage application process to prevent clients from opting for competing lenders.
• Collect, package, and review all required documentation for accuracy and completeness, following standardized processes to accelerate the deal to decision status.
• Order appraisals and act as a liaison between MS and all related parties, including lending and title insurers.
• Address head office inquiries, provide information, explain policies, and resolve issues in a timely manner.
• Coordinate field activities and direct business to the appropriate bank servicing unit, using CRM tools like Salesforce.com to update file status and provide reports to MSs and RVPs.

Required Qualifications

• 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.
• Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications

• 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 to create a superior client experience along with 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.

When you join our team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

Working Arrangement

Remote work

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [e-mail] for additional information.

Equal Opportunity Employer

In Manulife/恒康, we embrace diversity. We are committed to attracting, developing, and retaining a workforce that reflects the diversity of our employees and the customers we serve, and we create an inclusive work environment that embraces cultural and individual differences. We maintain fair hiring, retention, promotion, and compensation practices. All practices and programs are performed without discrimination based on race, ethnicity, national origin, color, religion, or religious belief, gender (including pregnancy and related circumstances), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other factor protected by applicable law. We are dedicated to providing equal employment opportunities for all. Our HR representatives will provide reasonable accommodations for applicants who request assistance during the hiring process. For further assistance, contact [e-mail].