Mortgage Onboarding Specialist
Manulife
full-time
Posted on:
Location Type: Hybrid
Location: Halifax • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$41,700 - CA$69,500 per year
Job Level
JuniorMid-Level
About the role
- 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
Requirements
- 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
- Bilingual would be considered an asset but not required (English/French)
Benefits
- health, dental, mental health, vision insurance
- short- and long-term disability coverage
- life and AD&D insurance
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal, and sick days
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer servicemortgages
Soft skills
strong customer service skillsability to work independentlypassion for customer centric solutions