John Hancock Life Insurance Company (U.S.A.) is looking for a Mortgage Specialist Associate to facilitate the sale of Manulife Bank’s mortgage solutions. You will work directly with Mortgage Specialists to package deals and achieve submission and funding quotas, ensuring a seamless client experience.
What You'll Do
- Maintain client engagement and meet administrative requirements to prevent clients from opting for competing lenders.
- Collect, package, and review all required mortgage documentation for accuracy and completeness to accelerate deals.
- Order appraisals and act as a liaison between Mortgage Specialists 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.
- Use CRM tools like Salesforce.com to update file status and provide reports to Mortgage Specialists and RVPs.
What We're Looking For
- 2+ years 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
Nice to Have
- 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 Mortgage Specialists 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
Technical Stack
- Excel
- Salesforce.com
Team & Environment
Works directly with Mortgage Specialists.
Benefits & Compensation
- Health, dental, mental health, vision insurance
- Short- and long-term disability, life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans including pension and a global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Generous paid time off program
- Salary will vary depending on local market conditions, geography and relevant job-related factors
Work Mode
This is a remote position.
Manulife is an Equal Opportunity Employer. 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.
