Mortgage Specialist Associate - CAN, Ontario - Full Time Remote

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Working Arrangement

Job Description

The primary role of the Mortgage Specialist Associates (MSA) is to facilitate the sale of Manulife Bank’s mortgage solutions. The MSAs will collect all required documentation from the clients, include all notes to support the application and package and submit the mortgage deals appropriately with a focus on accuracy to expedite the decision process. They will be responsible for achieving a specified quota relating to successful deal submission and fundings. They will work directly with Mortgage Specialists to gather required information and answering questions to facilitate a successful and seamless mortgage sale.

Individual Accountabilities:

·         Responsible to maintain client engagement through the mortgage application process.  This includes ensuring the deal continues to meet all of the administrative requirements throughout the mortgage application process.

·         Identifying cross sell opportunities for ancillary products that may/may not have been discussed in the initial sales conversation with the MS including payroll set-up, credit card or creditor insurance products.

·         Responsible for the collection of all required documentation for the mortgage application.

·         Packaging documents, reviewing them for accuracy and completeness, entering the deal on end-to-end in a concise manner that follows standardized processes and gets the deal to decision status in …