Support bilingual mortgage clients as a Life Events Specialist at Manulife Bank, guiding product changes with accurate documentation and transparent communication.
This full time specialist role supports existing clients whose mortgage needs have changed. You will guide requests from inquiry through completion, including product switches, account-holder changes, and limit decreases. The position requires English and French bilingualism, banking experience, and strong attention to detail.
Key Responsibilities:
- Guide clients through mortgage changes from inquiry through completion
- Collect, review, and validate required mortgage documentation
- Prepare organized files for lending and underwriting review
- Communicate updates, decisions, timelines, and next steps
- Coordinate with Fulfillment, Underwriting, Operations, sales partners, and advisors
Requirements:
- English and French bilingualism is required
- Two to three years in residential mortgages preferred
- Knowledge of mortgage approval, title, and funding stages
- Strong communication, organization, prioritization, and analytical skills
- Professional judgment, computer skills, and meticulous attention to detail
Bring bilingual communication and mortgage-processing expertise to client changes, compliant files, and relationship-focused service at Manulife Bank.