Are you seeking a dynamic environment with limitless opportunities for growth and success? Join us in making a meaningful impact on our customers' lives while working in a flexible and supportive setting that empowers them to achieve their dreams. As a trusted partner to advisors, at Manulife Bank, we deliver sophisticated lending solutions and financial strategies that don't just grow wealth, they amplify it. Built on a foundation of excellence and driven by bold innovation, we empower advisors to deepen relationships, unlock potential, and redefine success for their clients. We're looking for visionaries who understand where banking is headed; those who can blend the precision of complex financial products with the possibilities of cutting-edge technology. Join us, and be part of a team where banking drives extraordinary outcomes. The Life Events Team is looking for a dedicated, customer-oriented team player with banking experience to fill the full-time role of Life Events Specialist. The ideal candidate will excel in providing prompt and accurate service to existing clients whose needs have changed for their mortgage products, such as Mortgage Product Changes, Account Holder Changes (including separations), and Limit Decreases. This role is crucial in fostering strong customer relationships and supporting our client retention strategies. As a Life Events Specialist, you will be responsible for guiding clients through the entire process of requested mortgage changes, from initial inquiry to the successful completion of the request. **Hours of Operation (subject to change):** Monday to Friday, 9 am-5 pm AST or EST, depending on candidate location. **Position Responsibilities:** + Guide clients through mortgage changes from start to finish, acting as their main point of contact and helping them understand the steps, requirements, and timelines involved. + Collect, review, and validate all required documentation to support mortgage changes-such as product switches, adding or removing account holders, or restructuring account setups-ensuring accuracy and compliance with underwriting and Bank policies. + Prepare complete, well‑organized files for lending and underwriting review, clearly summarizing client needs, requested changes, and supporting documentation to enable timely decision‑making. + Provide proactive, ongoing communication, keeping clients informed at every stage of their file-from initial request through underwriting decisions to funding-ensuring clarity, transparency, and a smooth client experience. + Coordinate closely with internal partners, including Fulfillment, Underwriting, and Operations teams, to ensure files move efficiently through each stage and that any issues or missing information are resolved promptly. + Manage a high volume of files simultaneously, each at different stages in the process, while maintaining strong attention to detail and ensuring all timelines and service standards are met. + Communicate lending and file decisions to clients in a clear and supportive way, explaining outcomes, next steps,



and any additional requirements. + Collaborate with sales partners and advisors to align on client needs, provide updates, and ensure a seamless experience across teams. + Accurately document all client interactions, file updates, and decisions in internal systems to maintain complete and compliant records. **Required Qualifications:** + Excellent listening and communication skills, both verbal and written. + Strong interpersonal skills with the ability to positively influence and negotiate. + Exceptional organizational and prioritization skills, with the ability to manage high volumes in a rapidly changing environment. + Demonstrated professionalism and sound judgment. + Strong analytical and problem-solving capabilities. + Meticulous attention to detail. + In-depth understanding of Manulife Bank's products, processes, and systems is an asset. + Proficient computer and keyboarding skills. + Bilingualism (English and French) is required. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. **Preferred Qualifications:** + 2-3 years of experience in the residential mortgage business or mortgage underwriting practices. + Strong knowledge of the residential mortgage process, including approval, title, and funding stages, as well as mortgage terms, fees, and rates. **When you join our team:** + We'll empower you to learn and grow the career you want. + We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. + As part of our global team, we'll support you in shaping the future you want to see. #LI-HYBRID The role being advertised is an existing vacancy. **Giới thiệu về Manulife và John Hancock** Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập https://www.manulife.com.vn/ . **Manulife là Nhà sử dụng lao động không phân biệt đối xử** Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng. Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân. Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời,



chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ. Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với [email protected] . **Referenced Salary Location** CAN, Ontario, Waterloo, 500 King Street North **Working Arrangement** Kết hợp **Salary range is expected to be between** $51,975.00 CAD - $86,625.00 CAD Employees also have the prospect to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D; insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

📌 Bilingual Life Events Specialist (Halifax Regional Municipality)
🏢 Manulife
📍 Halifax Regional Municipality