Mortgage Associate
3 weeks ago
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 work directly with Mortgage Specialists to gather required information and answering questions to facilitate a successful and seamless mortgage sale.
Maintain client engagement and ensure administrative requirements are met throughout the mortgage application process to prevent clients from opting for competing lenders.
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.2+ year previous experience in residential mortgage administration
~ Ability to influence and communicate effectively with Mortgage Specialists
~ Solid financial services and banking industry knowledge
~ Highly proficient in Excel and other office applications
Post-secondary degree or diploma in business an asset
Multi-tasking and creative problem solving skills
Strong collaborative skill set to work with MSs to create a superior client experience along with excellent administrative and follow-up skills
Strong interpersonal relationship building and listening skills
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. 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.
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. Remote
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.
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