Mortgage Specialist

Role Overview

• Build and maintain strong connections with financial advisors and their clients to identify mortgage opportunities.
• Conduct face-to-face meetings, virtual consultations, and follow-ups to understand client needs and recommend appropriate mortgage solutions.
• Promote Manulife Bank’s full suite of mortgage products, including purchases, refinances, switches, and specialty needs.
• Input all client and advisor activities into Sales Force in a timely and accurate manner.
• Track and manage your business pipeline, including application status, funding timelines, and follow-up tasks.
• Monitor activity metrics (F2F meetings, total interactions) to ensure alignment with performance goals.
• Use segmentation tools to prioritize advisor outreach and territory planning by collaborating with BDM and IBDM in territory.
• Ensure compliance with data entry standards to support reporting, visibility, and strategic decision-making.
• Achieve monthly and annual targets for mortgage volume and units.
• Identify and pursue new business opportunities within your territory.
• Collaborate with BDMs and other internal partners to drive joint initiatives and deepen advisor relationships.
• Maintain a high standard of compliance with regulatory and internal policies.
• Provide exceptional service and support throughout the mortgage process, ensuring a seamless client experience.
• Address advisor and client feedback proactively, raising service issues when needed.
• Attend and support regional and national events, including advisor training sessions, roadshows, and industry conferences when appropriate.
• Represent Manulife Bank with professionalism and enthusiasm, promoting our brand and values.

Requirements

• Proven experience in mortgage lending, financial services, or advisory roles.
• Strong understanding of mortgage products, underwriting, and lending practices.
• Proficiency in Sales Force, and overall comfort in digital programs or similar platforms.
• Excellent communication, relationship-building, and organizational skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Contribute to team initiatives and support a One Team culture.

Benefits

• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• 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.