Mortgage Account Manager

Position Title: Mortgage Account Manager

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration. 

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape! 

What you will be doing: 

The Mortgage Account Manager’s (MAM) primary role is to guide clients through the mortgage fulfillment process. They are responsible for making the process seamless and easy for clients to understand. Key responsibilities include building and maintaining strong relationships with both potential and existing Tangerine mortgage clients and ensuring that all associated client documentation is processed and assessed in both a prudent and timely fashion. Using his/her strong communication skills, a Mortgage Account Manager is responsible for proactively educating and guiding a client through the requirements and processes while ensuring the mortgage meets their needs. The Bilingual Mortgage Account Manager will report directly to the Manager, Mortgage Account Managers.. 

Is this role right for you? In this role, you will: 

• Actively manage an assigned portfolio of both potential and existing mortgage clients that have submitted mortgage applications or have their mortgage coming up for renewal. 

• Guiding clients along the fulfillment process by promptly communicating required documents and updates, setting expectations on next steps and being open and proactive to seeking alternative solutions. 

• Accountable for achieving monthly mortgage sales targets and effectively cross-selling other Tangerine products and services. 

• Act as a resource for questions or issues concerning mortgage policies and procedures to manage the bank’s risk. 

• Demonstrate effective call control and use of soft skills with each call. 

• Adhere to Quality Service standards in order to maintain and exceed pre-determined service levels while maintaining a “one and done” approach. 

• Commit to on-going mortgage training and development.