Manager is responsible for providing peace of mind to clients and building loyalty by providing customized mortgage solutions and advice. You will use your expertise to manage the full journey of current mortgage acquisition, from lead to funding. This role focuses exclusively on new-to-bank mortgages, including purchase transactions, switches from other financial institutions, and new Home Equity Lines of Credit (HELOCs). You will deliver a seamless, consultative experience that helps clients make informed decisions while driving business growth. You will act as the primary point of contact of clients that are selecting Tangerine to support them on their home-buying needs, responsible for guiding clients through the end-to-end mortgage journey. Utilize your banking and secured lending expertise to provide tailored mortgage advice that aligns with clients’ financial goals and objectives. 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 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. Accountable for achieving monthly mortgage sales targets and effectively cross-selling other Tangerine products and services. Responsible for meeting Customer Service levels in relation to emails and phone messages. Fluency in both English and French is required. Minimum 3 years of proven success in the mortgage industry, or a related field. University or College Degree in a business discipline is an asset. 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. High proficiency with all MS Office products. 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. Tangerine employees participate in Scotiabank’s pension &
benefits programs (available to permanent employees).