Is this role right for you?
In this role, you will:
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.
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
Education/Experience
University or College Degree in a business discipline is an asset
Sales experience is required
Underwriting and fulfillment experience is preferred
Specialized Knowledge
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
Technical Skills
Fluent in English and French is required
Computer literate – knowledge of Microsoft Office
Abilities
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
Attributes
Strong verbal and written communication skills
Detail oriented
What's in it for you?
You will be part of a diverse and inclusive team of Client-focused go-getters looking to learn from each other in an environment that celebrates and recognizes success!
You will have access to thousands of online and in person courses so you can shape your career growth with the support from diverse industry leaders.
You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.
You belong here, we are equal and un-complicated. Bring your true self to work, dress codes don’t apply here.
You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.
*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)
Some more information you might want to know:
You must be flexible with working morning, afternoon and evening shifts, including weekends and statutory holidays
Flexibility in working morning, afternoon and evening shifts including weekends and statutory holidays between the hours of 7 am to 12 am (midnight).
Bilingual Mortgage Account Manager (EN/FR) - Tangerine • North York, ON, CA
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