Requisition ID : 243546

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.

Guide 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 ongoing 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.

Qualifications

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.

Benefits

Access to thousands of online and in‑person courses to shape your career growth with the support from diverse industry leaders.

Help to save for your future and invest in your total wellbeing through Tangerine benefits.*

Workplace flexibility and excitement from being part of the official Bank of the Toronto Raptors.

*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees).

Perks & Flexibility

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).

EEO Statement
At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

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📌 Bilingual Mortgage Account Manager (EN/FR) - Tangerine (Ontario)
🏢 Tangerine Bank
📍 Ontario