Bilingual Mortgage Retention Specialist
1 month ago
Working Arrangement
Hybrid
Job Description
It's banking, the way it should be. At Manulife Bank & Trust, we believe banking products are an integral part of every Canadian's financial plan. As one of Canada's youngest banks, we are growing at an outstanding rate and need people with the skills, energy and drive to maintain our position as an "advisor's bank." We are looking for a customer focused team player with banking experience for a full-time bilingual Mortgage Retention Specialist based in Halifax or Waterloo.
Core Responsibilities:
- Providing service to the existing mortgage clients who are potentially going to close their mortgage and therefore are requesting a change to their mortgage such as lower rates or fees, or different terms etc.
- Contacting clients for whom we received a discharge request to retain that client, understand why they have discharged and explain the discharge process.
- Contacting clients who have an upcoming renewal on a mortgage or Sub-account and encourage them to complete the renewal agreement and send it in.
- Contacting clients identified as a risk to leave Manulife Bank, assess their account usage and customer experience to explain the product features and benefits as well as make relevant offers to retain that client such as setting up a Sub-account or additional mortgage portion, direct deposit, early renewal or lower rates, fees, or different terms etc.
Hours: Monday to Friday 9am - 5pm EST.
Other Responsibilities:
- Review each client situation and recommend best process for client follow
- Complete mortgage applications with clients on the phone, as required.
- Follow Bank policies and standards for required application information, supporting documentation and underwriting processes to underwrite/decision the application
- Follow up with clients, advisors and banking consultants regarding missing application information
- Promptly respond and resolve inquiries from internal and external customers, via phone or email
- Document calls and outcomes using various Bank systems including Portfolio Plus, Contact Logger, Mortgage End to End and AWD as well as Microsoft Excel
- Proactively identify issues, process gaps and identify ways to improve service
- Support the build out of a Retention Strategy
- Support the movement to the culture of Customer Centricity
- Solid understanding of residential mortgage business and mortgage rates, fees and terms
- Excellent customer service skills, with the ability to influence, negotiate and remedy customer objections
- Proficient computer and keyboarding skills
- Post-secondary education or equivalent work experience
- Strong analytical and problem solving abilities
- Ability to multi-task and work in a high volume, fast-paced environment
- Good Organizational and priority setting skills
- Strong attention to detail
- Oral and written French language skills are required
- In depth understanding of Manulife Bank’s products, processes and systems would be an asset
- Sales background would be helpful
- Bilingual is required (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.
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .
Salary & Benefits
The annual base salary for this role is listed below.
Primary Location Montreal, Quebec
Salary range is expected to be between $50,250.00 CAD - $83,750.00 CAD
If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual 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.
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 for more information about U.S.-specific paid time off provisions. #J-18808-Ljbffr
-
Bilingual Mortgage Retention Specialist
1 month ago
Montreal, Canada Manulife Insurance Malaysia Full timeBilingual Mortgage Retention Specialist page is loaded Bilingual Mortgage Retention Specialist Apply locations Montreal, Quebec Halifax, Nova Scotia time type Full time posted on Posted 2 Days Ago job requisition id JR24040061 We are a leading financial services provider committed to making decisions easier and lives...
-
Bilingual Mortgage Retention Specialist
1 month ago
Montreal, Canada Manulife Insurance Malaysia Full timeBilingual Mortgage Retention Specialist page is loaded Bilingual Mortgage Retention Specialist Apply locations Montreal, Quebec Halifax, Nova Scotia time type Full time posted on Posted 2 Days Ago job requisition id JR24040061 We are a leading financial services provider committed to making decisions easier and lives...
-
Bilingual Mortgage Retention Specialist
1 month ago
Montreal, Canada Manulife Insurance Malaysia Full timeBilingual Mortgage Retention Specialist page is loaded Bilingual Mortgage Retention Specialist Apply locations Montreal, Quebec Halifax, Nova Scotia time type Full time posted on Posted 2 Days Ago job requisition id JR24040061 We are a leading financial services provider committed to making decisions easier and lives...
-
Mortgage Specialist--Bilingual
2 months ago
Montreal, Canada First National Financial LP Full timePosted Monday, March 25, 2024 at 4:00 AM | Expires Tuesday, April 9, 2024 at 3:59 AM The Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: March 25, 2024 Closing Date: April 8, 2024 Hours of Work: 8:30...
-
Mortgage Specialist--Bilingual
2 months ago
Montreal, Canada First National Financial LP Full timePosted Monday, March 25, 2024 at 4:00 AM | Expires Tuesday, April 9, 2024 at 3:59 AM The Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: March 25, 2024 Closing Date: April 8, 2024 Hours of Work: 8:30...
-
Mortgage Specialist-Bilingual
2 months ago
Montreal, Canada Montreal, QC, Canada Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: April 25, 2024 Closing Date: May 9, 2024 Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away...
-
Mortgage Specialist-Bilingual
4 weeks ago
Montreal, Canada First National Financial Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: May 28, 2024 Closing Date: Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away from the main...
-
Mortgage Specialist-Bilingual
4 weeks ago
Montreal, Canada First National Financial Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: May 28, 2024 Closing Date: Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away from the main...
-
Mortgage Specialist-Bilingual
2 months ago
Montreal, Canada Montreal, QC, Canada Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: April 25, 2024 Closing Date: May 9, 2024 Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away...
-
Mortgage Specialist--Bilingual
2 months ago
Montreal, Canada First National Financial LP Full timePosted Monday, March 25, 2024 at 4:00 AM | Expires Tuesday, April 9, 2024 at 3:59 AM The Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: March 25, 2024 Closing Date: April 8, 2024 Hours of Work: 8:30...
-
Mortgage Specialist-Bilingual
4 weeks ago
Montreal, Canada First National Financial Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: May 28, 2024 Closing Date: Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away from the main...
-
Mortgage Specialist-Bilingual
2 months ago
Montreal, Canada Montreal, QC, Canada Full timeThe Role: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. Reporting To: Full-Time/Part- Time: Full-time Posting Date: April 25, 2024 Closing Date: May 9, 2024 Hours of Work: 8:30 a.m. – 5:00 p.m. Grade: Office Location: 55.7 Montreal Great location! Steps away...
-
Bilingual mortgage retention specialist
1 month ago
Montreal, Canada Société Financière Manuvie Full timeNous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...
-
Bilingual mortgage retention specialist
1 month ago
Montreal, Canada Société Financière Manuvie Full timeNous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...
-
Bilingual mortgage retention specialist
1 month ago
Montreal, Canada Société Financière Manuvie Full timeNous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos...
-
Mortgage Specialist, Renewals
1 week ago
Montreal, Quebec, Canada First National Financial Full timeWorking together to be our bestFirst National is Canada's largest non-bank lender, originating and servicing both commercial and residential mortgages since 1988. Over the past thirty years, we have been committed to hiring the best and brightest with over 1,000 proud team members. Through cooperation, ongoing coaching, development opportunities and a...
-
Mortgage Solutions Specialist
2 weeks ago
Montreal, Canada Canadian Imperial Bank of Commerce Full timeMortgage Solutions Specialist - Bilingual page is loaded Mortgage Solutions Specialist - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2413395 We’re building a relationship-oriented bank for the modern world. We need...
-
Mortgage Solutions Specialist
2 weeks ago
Montreal, Canada Canadian Imperial Bank of Commerce Full timeMortgage Solutions Specialist - Bilingual page is loaded Mortgage Solutions Specialist - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2413395 We’re building a relationship-oriented bank for the modern world. We need...
-
Mortgage Solutions Specialist
1 week ago
Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full timeMortgage Solutions Specialist - Bilingual page is loaded Mortgage Solutions Specialist - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our...
-
Mortgage Solutions Specialist
1 week ago
Montreal, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
