Mortgage Specialist

Manulife

9d • Remote

About The Position

As a Mortgage Specialist at Manulife Bank, you will serve as a trusted advisor and frontline ambassador, responsible for delivering personalized mortgage solutions to clients. This role involves cultivating strong relationships with financial advisors, clients, and colleagues to foster mortgage growth, enhance client engagement, and contribute to the regional success. The ideal candidate is a proactive, client-focused professional with robust business development skills, comprehensive product knowledge, and the capability to manage a dynamic sales pipeline using Sales Force.

Requirements

• Proven experience in mortgage lending, financial services, or advisory roles.
• Strong understanding of mortgage products, underwriting, and lending practices.
• Proficiency in Sales Force, and overall comfort in digital programs or similar platforms.
• Excellent communication, relationship-building, and organizational skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Contribute to team initiatives and support a One Team culture.

Responsibilities

• Build and maintain strong connections with financial advisors and their clients to identify mortgage opportunities.
• Conduct face-to-face meetings, virtual consultations, and follow-ups to understand client needs and recommend appropriate mortgage solutions.
• Promote Manulife Bank’s full suite of mortgage products, including purchases, refinances, switches, and specialty needs.
• Input all client and advisor activities into Sales Force in a timely and accurate manner.
• Track and manage your business pipeline, including application status, funding timelines, and follow-up tasks.
• Monitor activity metrics (F2F meetings, total interactions) to ensure alignment with performance goals.
• Use segmentation tools to prioritize advisor outreach and territory planning by collaborating with BDM and IBDM in territory.
• Ensure compliance with data entry standards to support reporting, visibility, and strategic decision-making.
• Achieve monthly and annual targets for mortgage volume and units.
• Identify and pursue new business opportunities within your territory.
• Collaborate with BDMs and other internal partners to drive joint initiatives and deepen advisor relationships.
• Participate in territory planning, segmentation reviews, and strategic discussions to optimize performance.
• Maintain a high standard of compliance with regulatory and internal policies.
• Provide exceptional service and support throughout the mortgage process, ensuring a seamless client experience.
• Address advisor and client feedback proactively, raising service issues when needed.
• Attend and support regional and national events, including advisor training sessions, roadshows, and industry conferences when appropriate.
• Represent Manulife Bank with professionalism and enthusiasm, promoting our brand and values.

Benefits

• Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• 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.
• Various 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 in Canada includes holidays, vacation, personal, and sick days.
• Full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed