Bilingual Mortgage Specialist Associate

Manulife Financial; Quebec; Remote; CAD 30,000 - 60,000; Full time

Job summary

A financial services leader is seeking a Mortgage Specialist Associate to facilitate mortgage sales, ensuring accurate documentation and client engagement. The ideal candidate has 2+ years of experience in mortgage administration, is bilingual in French and English, and possesses excellent communication skills. This position offers a flexible working arrangement and a comprehensive benefits package.

Benefits

Customizable health benefits

Pension plan with employer matching

Paid time off including holidays and sick days

Qualifications

• 2+ years of previous experience in residential mortgage administration.
• Ability to influence and communicate effectively with Mortgage Specialists.
• Highly proficient in Excel and other office applications.
• Strong analytical and math skills.

Responsibilities

• Facilitate the sale of mortgage solutions and ensure documentation is accurate.
• Maintain client engagement throughout the mortgage application process.
• Collect, package, and review all required documentation for completeness.
• Order appraisals and act as a liaison between MS and related parties.

Skills

Bilingual (French/English)

Excellent written and oral communication skills

Solid financial services and banking industry knowledge

Effective time management skills

Proficiency in Excel and office applications

Education

Post-secondary degree or diploma in business

Tools

Salesforce

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.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

遠端工作

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.

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. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.