Mortgage Specialist Associate

Manulife; Canada; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services firm in Canada is looking for individuals with expertise in mortgage administration to ensure a seamless process for clients. This role involves maintaining client engagement, collecting necessary documentation, and liaising with mortgage specialists to resolve inquiries. Candidates should possess a strong background in the financial services industry, excellent communication skills, and proficiency in Excel. A supportive work environment with potential for remote flexibility is offered alongside a comprehensive benefits package.

Benefits

Career advancement opportunities

Flexible remote schedule

Comprehensive benefits package

Qualifications

• Minimum of 2 years of experience in residential mortgage administration.
• Ability to influence and communicate effectively with mortgage specialists.
• Solid knowledge of the financial services and banking industry.

Responsibilities

• Maintain client engagement throughout the mortgage application process.
• Collect and review all required documentation for accuracy.
• Address inquiries from the head office and resolve issues promptly.

Skills

Communication

Problem-solving

Attention to detail

Education

Post-secondary degree or diploma in business

Tools

Excel

CRM tools

Job description

Employer Industry: Financial Services

Why consider this job opportunity:

• Opportunity for career advancement and growth within the organization
• Work remotely with a flexible schedule
• Participate in incentive programs with potential for additional compensation
• Comprehensive benefits package including health, dental, and retirement savings plans
• Supportive environment that promotes well-being and inclusion
• Empowerment to learn and shape your career path

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 inquiries from the head office, providing information and resolving issues promptly
• Coordinate field activities and direct business to the appropriate bank servicing unit using CRM tools

What is Required (Qualifications):

• Minimum of 2 years of experience in residential mortgage administration
• Ability to influence and communicate effectively with mortgage specialists
• Solid knowledge of the financial services and banking industry
• 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 creative problem‑solving skills
• Ability to multi‑task and work effectively in a fast‑paced environment
• Initiative and a motivated, competitive mindset
• Strong interpersonal relationship‑building and listening skills

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.