Mortgage Specialist

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

📋 Description

• Promote Manulife One, Manulife Bank Select, credit cards, creditor insurance, and related lending solutions directly to referred clients.

• Offer mortgage solutions and tailored advice based on the unique needs of each client.

• Collect and organize necessary mortgage documentation for prompt, efficient, and precise lending decisions.

• Oversee a sales pipeline while achieving a high closing rate.

• Follow up on leads provided by the lead management team.

• Develop a portfolio of consumer clients through referrals.

• Identify and implement direct sales strategies, including educational webinars and trade shows.

• Maintain Salesforce.com CRM with client interactions and manage the sales pipeline effectively.

• Collect client feedback to enhance products and services and discover new product opportunities.

⛳️ Requirements

• A college or university degree in a relevant field.

• At least 2 years of experience in the banking and mortgage brokerage sector.

• Strong knowledge of mortgage underwriting processes.

• Experience in conducting virtual meetings and presentations.

• Fully bilingual in French and English.

• Ability to communicate in both English and French to assist clients from various jurisdictions outside of Quebec.

🏝️ Benefits

• Incentive programs and performance-based compensation linked to business and individual achievements.

• Health insurance coverage.

• Dental care benefits.

• Mental health support services.

• Vision insurance.

• Short- and long-term disability insurance options.

• Life and AD&D insurance coverage.

• Adoption and surrogacy benefits.

• Wellness programs.

• Employee and family assistance plans.

• Retirement savings plans.

• Pension scheme.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Paid holidays.

• Vacation days.

• Personal days.

• Sick leave.

• Statutory leaves of absence.

• Flexible work environment.

• Support for learning and career advancement.

• Well-being and inclusion initiatives.