Mortgage Client Portfolio Manager (Toronto)

Mortgage Client Portfolio Manager (Toronto)

19 Apr
|
Tangerine Bank
|
Toronto

19 Apr

Tangerine Bank

Toronto

Manage a diverse portfolio of mortgage clients while guiding them through the fulfillment process. Utilize robust communication skills to drive sales targets and ensure customer satisfaction in a dynamic environment.
In this role, you will oversee both potential and existing mortgage applications and renewals. Engage with clients by providing essential updates, setting clear expectations, and proactively suggesting tailored solutions. Your success in this position will be measured by achieving monthly sales goals and effectively promoting additional financial products and services.
Key Responsibilities:
• Manage assigned mortgage client portfolio actively
• Communicate necessary documents and updates effectively
• Achieve monthly mortgage sales targets consistently




• Liaise with Underwriting to ensure document compliance
• Maintain high Customer Service levels across inquiries
Requirements:
• University or College degree in business preferred
• Sales experience is essential for success
• Prior underwriting and fulfillment experience preferred
• Fluent in English and French for effective communication
• Detail-oriented with strong verbal skills
Elevate your career by leveraging your mortgage expertise and enhancing client relationships through effective communication and service excellence.
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📌 Mortgage Client Portfolio Manager (Toronto)
🏢 Tangerine Bank
📍 Toronto

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