Mortgage Specialist Associate

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 be responsible for achieving a specified quota relating to successful deal submission and fundings. They will work directly with Mortgage Specialists to gather required information and answering questions to facilitate a successful and seamless mortgage sale.

Position Responsibilities:

• Maintain client engagement and ensure administrative requirements are met throughout the mortgage application process to prevent clients from opting for competing lenders.

• Collect, package, and review all required documentation for accuracy and completeness, following standardized processes to accelerate the deal to decision status.

• Order appraisals and act as a liaison between MS and all related parties, including lending and title insurers.

• 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.com to update file status and provide reports to MSs and RVPs

Required Qualifications:

• 2+ year previous experience in residential mortgage administration

• Ability to influence and communicate effectively with Mortgage Specialists 

• Solid financial services and banking industry knowledge

• Excellent written and oral communication skills

• Well organized and effective time management skills

• Highly proficient in Excel and other office applications

Preferred Qualifications: 

• Post-secondary degree or diploma in business an asset

• Strong attention to detail

• Multi-tasking and creative problem solving skills

• Positive and co-operative attitude

• Strong collaborative skill set to work with MSs to create a superior client experience along with excellent administrative and follow-up skills

• Comfortable working in a fast-paced, deadline oriented environment

• Ability to take initiative, and have a motivated, competitive mindset

• Aptitude for math/number skills and strong analytical skills

• Must remain calm under pressure and time deadlines

• Strong interpersonal relationship building and listening skills

When you join our team: 

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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 [email protected].

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. Please contact [email protected] for additional information.

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 [email protected] for more information about U.S.-specific paid time off provisions.