Bilingual Retail Lending Administrator
Bilingual Retail Lending Administrator, Manulife Bank
Job ID: 0370017
Job Category: Sales Group
Location: Work At Home, ON CA
Job Type: Full Time
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Are you looking for unlimited opportunities to develop and succeed?
With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
The primary role of the Retail Lending Administrator (RLA) is to facilitate the sale of Manulife Bank’s mortgage solutions. Our RLA’s 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. RLA’s are responsible for achieving a specified quota relating to successful deal submission and fundings, while working directly with clients to gather required information and answering questions to facilitate a successful and seamless mortgage sale.
This position is a work from home opportunity with the successful candidate residing in Ontario or Quebec.
Responsible to maintain client engagement through 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 Retail Lending Specialist (RLS) 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.
Responsible for ordering appraisals and acting as a liaison between RLS and all related parties (lending, title insurers, clients)
Receiving, researching and responding to client and head office inquiries relating to deals, providing information, explaining policies to clients and facilitating a resolution in a timely manner where required.
Ensure flow of business occurs seamlessly by coordinating field activities and directing business to the appropriate servicing unit of the Bank.
Utilizing our CRM tool (Salesforce.com) to update file status and provide status reports to the various partners.
Bilingual (English & French) is required
2+ year previous experience in residential mortgage administration
Ability to influence and communicate effectively with end clients
Solid financial services and banking industry knowledge
Excellent written and oral communication skills in both English & French preferred
Post-secondary degree or diploma in business an asset
Well organized and effective time management skills
Highly proficient in Excel and other office applications
If you are ready to unleash your potential it’s time to start your career with Manulife/John Hancock.
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers’ needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.
Banking , Administrative , Virtual Admin , Bilingual , French , Mortgage & Real Estate
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