Mortgage Onboarding Specialist
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Job Location:
Monthly Salary:
Posted on:
28 days ago
Vacancies:
1 Vacancy
Job Summary
We are looking for a customer-focused team player with customer service experience for a full-time Mortgage Onboarding Specialist position. As the successful candidate you will demonstrate a superior commitment to anticipating customer needs and being solution focused to ensure our clients are delighted by their first experiences with Manulife Bank. This position plays an important role in the establishment of a strong customer relationship that supports our client retention strategies. We offer a flexible and supportive work environment where we look forward to welcoming you to the team!
In this role we focus on welcoming customers to Manulife Bank and help them navigate their new mortgage product. The position is responsible for ensuring customer satisfaction with our mortgage products and ensuring a smooth transition to utilizing their new account and highlighting its benefits. The successful candidate must have strong customer service skills both written and verbal. Our team members handle both incoming and outgoing welcome calls and email communications with our clients daily.
Hours of Operation (subject to change): Monday to Friday 8am-8pm EST - Rotational shifts
Position Responsibilities:
Complete touchpoints with clients (inbound phone calls and outbound scheduled phone appointments)
Respond to client inquiries via email and phone
Provide resolutions to a range of customer inquiries around their Manulife One
Review new Manulife One details with clients
Utilize current established policies and procedures
Collaborate with internal teams
Support productivity expectations set for the role
Submit client requested transactions
Develop an understanding of Manulife products and policies
Support organizational and team initiatives and incentives
Completing daily responsibilities
Required Qualifications:
2-4 years previous industry or customer service experience preferred
Strong customer service skills
Experience using Microsoft Products (Outlook Teams and Excel)
Ability to work independently in a fast-paced environment
Demonstrate passion for providing customer centric solutions
Strong knowledge of mortgages
Preferred Qualifications:
Bilingual would be considered an asset but not required (English/French)
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Referenced Salary Location
Halifax Nova ScotiaWorking Arrangement
Salary range is expected to be between
$41700.00 CAD - $69500.00 CADIf you are applying for this role outside of the primary location please contact for the salary range for your location. 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. 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. If you are applying for this role in the U.S. please contact for more information about U.S.-specific paid time off provisions.
Required Experience:
IC
Key Skills
- Loan Origination
- Sales Experience
- Microsoft Office
- Financial Services
- Customer Service
- Organizational skills
- Communication skills
- Military Experience
- Fair Housing Regulations
- Inside Sales
- Outside Sales
- Word Processing
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
