QC, Canada – Telecommute
Bilingual Retail Lending Administrator (Work from home opportunity)
Job ID: 0384491
Job Category: Sales Group
Location: Work At Home, QC 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.
The primary role of the Retail Lending Administrator (RLA) is to facilitate the sale of Manulife Bank’s mortgage solutions. The RLA’s 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 clients to gather required information and answering questions to facilitate a successful and seamless mortgage sale.
Responsible to maintain client engagement through the mortgage application process. This includes reinforcing the key sales messages that the client heard from the Retail Lending Specialist (RLS).
Identifying cross sell opportunities for ancillary products that may/may not have been discussed in the initial sales conversation with the 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 and gets the deal to decision status in a accelerated fashion to reduce likelihood of client choosing an competing lender.
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 RLS’s and DVP’s and advisors.
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
Post-secondary degree or diploma in business an asset
Well organized and effective time management skills
Highly proficient in Excel and other office applications
Bilingual in French and English
Strong attention to detail
Multi-tasking and creative problem solving skills
Positive and co-operative attitude
Strong collaborative skill set to work with RLSs to create a superior client experience along with excellent administrative and follow-up skills
Comfortable working in a fast-paced, deadline oriented environment
Ability to take initiative, and have a motivated, competitive mindset
Aptitude for math/number skills and strong analytical skills
Must remain calm under pressure and time deadlines
Strong interpersonal relationship building and listening skills
Banking , Administrative , Virtual Admin , Bilingual , French , Mortgage & Real Estate