Mortgage Account Manager

Scotiabank • Toronto, ON

1d • Onsite

About The Position

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration. Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape!

Requirements

• Sales experience is required
• Basic administrative knowledge and skills in documentation required to meet lending guidelines
• Be fully knowledgeable and staying current with respect to Tangerine Bank products, services, policies and procedures
• Excellent knowledge and understanding of the mortgage product, both Tangerine specific as well as from the market in general
• Computer literate – knowledge of Microsoft Office
• Ability to build relationships at all levels
• Ability to discuss product options and features within company guidelines
• Ability to adapt to changing needs and priorities
• Strong verbal and written communication skills
• Detail oriented

Nice To Haves

• University or College Degree in a business discipline is an asset
• Underwriting and fulfillment experience is preferred
• Fluent in English and French is an asset

Responsibilities

• Actively manage an assigned portfolio of both potential and existing mortgage clients that have submitted mortgage applications or have their mortgage coming up for renewal.
• Guiding clients along the fulfillment process by promptly communicating required documents and updates, setting expectations on next steps and being open and proactive to seeking alternative solutions.
• Accountable for achieving monthly mortgage sales targets and effectively cross-selling other Tangerine products and services.
• Act as a resource for questions or issues concerning mortgage policies and procedures to manage the bank’s risk.
• Demonstrate effective call control and use of soft skills with each call.
• Adhere to Quality Service standards in order to maintain and exceed pre-determined service levels while maintaining a “one and done” approach.
• Commit to on-going mortgage training and development.
• Contribute positively and actively in team meetings and discussions with ideas and suggestions.
• Assessment of any additional information sought/received within the agreed upon service levels.
• Liaise with the Underwriting department to ensure all documents are received, validated and complete.
• Responsible for meeting Customer Service levels in relation to emails, phone messages and fax enquiries.
• Other duties as assigned.

Benefits

• Access to thousands of online and in person courses
• Help to save for your future
• Invest in your total wellbeing through our Tangerine benefits
• Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree