Mortgage Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Establish and nurture strong relationships with financial advisors and their clients to uncover mortgage opportunities.

• Conduct in-person meetings, virtual consultations, and follow-ups to assess client needs and propose suitable mortgage solutions.

• Promote the complete range of Manulife Bank’s mortgage products, which include purchases, refinances, switches, and specialized needs.

• Accurately and promptly log all client and advisor activities into Sales Force.

• Manage and track your business pipeline, including application status, funding timelines, and follow-up tasks.

• Monitor activity metrics (face-to-face meetings, total interactions) to ensure alignment with performance objectives.

• Utilize segmentation tools to prioritize outreach to advisors and territory planning by collaborating with BDM and IBDM in your area.

• Ensure adherence to data entry standards to enhance reporting, visibility, and strategic decision-making.

• Meet monthly and annual targets regarding mortgage volume and units.

• Identify and pursue new business opportunities within your assigned territory.

• Work alongside BDMs and other internal partners to promote joint initiatives and strengthen advisor relationships.

• Uphold a high level of compliance with regulatory and internal policies.

• Deliver outstanding service and support throughout the mortgage process to ensure a seamless client experience.

• Proactively address advisor and client feedback, escalating service issues as necessary.

• Attend and contribute to regional and national events, such as advisor training sessions, roadshows, and industry conferences when appropriate.

• Represent Manulife Bank with professionalism and enthusiasm, championing our brand and values.

⛳️ Requirements

• Demonstrated experience in mortgage lending, financial services, or advisory roles.

• In-depth understanding of mortgage products, underwriting, and lending practices.

• Proficiency in Sales Force, along with overall comfort in digital programs or similar platforms.

• Exceptional communication, relationship-building, and organizational abilities.

• Capability to operate both independently and collaboratively in a dynamic environment.

• Contribute to team initiatives and foster a One Team culture.

🏝️ Benefits

• Employees have the chance to participate in incentive programs and earn compensation linked to business and individual performance.

• Manulife offers eligible employees a broad range 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, as well as employee/family assistance plans.

• Eligible employees can also take advantage of various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and access financial education and counseling resources.

• Our comprehensive paid time off program in Canada includes holidays, vacation, personal, and sick days, along with the full range of statutory leaves of absence.