Job Title

As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that dont just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. Were looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cuttingedge technology. Join us, and be part of a team where banking drives extraordinary outcomes. The Life Events Team (formerly MST team) is looking for a dedicated, customeroriented team player with banking experience to fill the fulltime role of Mortgage Specialist. The ideal candidate will excel in providing prompt and accurate service to existing clients whose needs have changed for their mortgage products, such as Mortgage Product Changes, Account Holder Changes (including separations), and Limit Decreases. This role is crucial in fostering strong customer relationships and supporting our client retention strategies. As a Mortgage Solutions Specialist, you will be responsible for guiding clients through the entire process of requested mortgage changes, from initial inquiry to the successful completion of the request. Key Responsibilities - Client Engagement: Work closely with clients to understand their needs and ensure a seamless experience. Maintain open and effective communication throughout the process. - Document Management: Collect all necessary documents required for underwriting, meticulously reviewing them to ensure they meet residential underwriting standards and are in good order. - Collaboration: Liaise with various internal teams to facilitate smooth processing of mortgage changes, ensuring all parties are aligned and informed. - File Management: Efficiently manage client files, ensuring all data and notes are accurately entered into internal systems. Track progress and provide clients with timely updates on the status of their requests. Hours of Operation (subject to change) Monday to Friday, 9am5pm AST or EST, depending on location. Position Responsibilities - Communicate with existing clients via phone and email to manage complex mortgage changes. - Request and review supporting documentation to ensure compliance with residential underwriting standards and Manulife Bank policies. - Maintain a strong awareness of mortgage industry rules and regulations and a broader perspective on competing products. - Manage a high volume of complex files, quickly understanding customer concerns and suggesting appropriate account structures to meet their current and future needs. - Collaborate with the Bank Sales team to support clients, their advisors, and other distributor relationships. - Accurately enter all data and notes into internal systems. - Provide clients with timely updates on the status of their files. Required Qualifications - Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec. - Excellent listening and communication skills, both verbal and written. - Strong interpersonal skills with the ability to positively influence and negotiate. - Exceptional organizational and prioritization skills, with the ability to manage high volumes in a rapidly changing environment. - Demonstrated professionalism and sound judgment. - Strong analytical and problemsolving capabilities. - Meticulous attention to detail. - Indepth understanding of Manulife Banks products, processes, and systems is an asset. - Proficient computer and keyboarding skills. Preferred Qualifications - 23 years of experience in the residential mortgage business or mortgage underwriting practices. - Strong knowledge of the residential mortgage process, including approval, title, and funding stages, as well as mortgage terms, fees, and rates. Benefits and Opportunities - Well empower you to learn and grow the career you want. - Well recognize and support you in a flexible environment where wellbeing and inclusion are more than just words. - As part of our global team, well support you in shaping the future you want to see. Equal Employment Opportunity Statement Manulife is an equal opportunity employer that embraces diversity. We strive to attract, develop, retain, and celebrate a diverse workforce and inclusive workplace culture. Our hiring, retention, promotion, and compensation efforts are fair and equitable without discrimination on the basis of race, ancestry, national origin, color, ethnic background, citizenship, religion, creed, gender (including pregnancy and pregnancyrelated conditions), sexual orientation, genetic traits, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other factor protected by applicable law. We are committed to removing barriers to equal access to employment. Our HR team cooperates with applicants who request reasonable accommodations during the application process. All information shared during this process is handled in accordance with applicable laws and Manulife policies. If you require a reasonable accommodation during the application process, please contact [email protected]. Location Canada, Quebec Fulltime Remote Working Arrangement Remote Work Salary Range $52,650.00 CAD $87,750.00 CAD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant jobrelated factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short and longterm 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. #J-18808-Ljbffr