Bilingual Mortgage Solutions Manager (EN/FR) - Tangerine

Is this role right for you?

In this role, you will:

• Utilize your banking and secured lending expertise to provide tailored mortgage advice that aligns with clients’ financial goals and objectives.
• Be a Secured Lending subject matter expert acting as the face of Tangerine Secured Lending with our clients.
• Prioritize client experience and take initiative to provide advice and solutions to clients by developing & maintaining mortgage expertise, focused on client needs, market conditions and the Canadian residential mortgage market to equip yourself and your colleagues to win the confidence & loyalty of our clients.
• Actively manage an assigned portfolio of both potential and existing mortgage clients that have submitted mortgage applications or been identified via bank-sourced leads.
• Sourcing & acquiring new mortgage clients through referrals, and outbound effort.
• Build lasting relationships with clients and referral partners to generate mortgage opportunities and referrals.
• Leveraging your personal & professional network to attract & source opportunities to gain experience in the Secured Lending business at Tangerine
• Managing the full sales cycle from prospecting to funding
• Providing tailored mortgage advice based on client needs.
• Qualifying and converting leads, proactively sourcing new mortgage opportunities through outbound calling campaigns, and guiding clients through pre-approval, application, and funding.
• Accountable for achieving monthly mortgage origination targets and identifying opportunities for cross-sell and referrals to other Tangerine products and services.
• Collaborate with internal teams, including underwriters, to facilitate timely mortgage approvals and closing while adhering to regulatory requirements.
• Guiding clients along the fulfillment process by promptly communicating required documents and updates, setting expectations on next steps and being open and initiative-taking to seeking alternative solutions.
• Accountable for achieving monthly mortgage sales targets and effectively cross-selling other Tangerine products and services.
• Consult with the Underwriting department to ensure all documents are received, validated and complete.
• Responsible for meeting Customer Service levels in relation to emails and phone messages.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• Fluency in both English and French is required
• Underwriting and fulfillment experience is preferred.
• Minimum 3 years of proven success in the mortgage industry, or a related field
• Sales experience is required.
• University or College Degree in a business discipline is an asset.
• Strong commitment to trust development, client experience, and delivering exceptional service.
• Excellent communication, negotiation, and interpersonal skills with the ability to influence and build rapport with clients and stakeholders.
• Entrepreneurial mindset with a drive to succeed in a variable compensation, sales environment.
• 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.
• Exceptional knowledge and understanding of the mortgage product, both Tangerine specific as well as from the market in general
• Outbound calling capabilities; establishing credibility with clients and earning their trust and business.
• High proficiency with all MS Office products

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)