Mortgage Specialist Associate

Manulife; Remote; CAD 60,000 - 80,000; Full time

Job summary

A financial services provider in Canada is seeking an experienced Mortgage Specialist for a remote position. You will maintain client engagement throughout the mortgage application process, ensuring all documentation is accurate and complete. The ideal candidate has over 2 years of experience in residential mortgage administration and strong communication skills. This role offers flexible work arrangements, access to extensive benefits, and opportunities for career growth in an inclusive workplace.

Benefits

Customizable benefits

Generous paid time off

Career advancement opportunities

Incentive programs tied to performance

Diverse and inclusive workplace

Qualifications

• 2+ years of previous experience in residential mortgage administration.
• Solid financial services and banking industry knowledge.
• Excellent written and oral communication skills.

Responsibilities

• Maintain client engagement during the mortgage application process.
• Collect and review documentation for accuracy.
• Order appraisals and liaise with mortgage specialists.

Skills

Effective communication

Attention to detail

Collaboration

Time management

CRM tools proficiency

Education

Post-secondary degree or diploma in business

Tools

Salesforce.com

Excel

Job description

Employer Industry: Financial Services

Why consider this job opportunity:

• Participate in incentive programs with compensation tied to business and individual performance
• Access to a wide array of customizable benefits, including health, dental, mental health, and wellness benefits
• Opportunity for career advancement and growth within a supportive and flexible environment
• Generous paid time off program, including holidays, vacation, personal, and sick days
• Work remotely, offering flexibility in your work-life balance
• Join a diverse and inclusive workplace that values your unique contributions

What to Expect (Job Responsibilities)

• Maintain client engagement and ensure administrative requirements are met throughout the mortgage application process
• Collect, package, and review all required documentation for accuracy and completeness
• Order appraisals and act as a liaison between Mortgage Specialists and related parties
• Address head office inquiries, provide information, and resolve issues in a timely manner
• Coordinate field activities and update file status using CRM tools like Salesforce.com

What is Required (Qualifications)

• 2+ years of 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
• Highly proficient in Excel and other office applications

How to Stand Out (Preferred Qualifications)

• Post-secondary degree or diploma in business
• Strong attention to detail and excellent time management skills
• Positive and cooperative attitude with strong collaborative skills
• Comfortable working in a fast-paced, deadline-oriented environment
• Strong interpersonal relationship-building and listening skills

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