Bilingual Mortgage Account Manager (EN/FR) - Tangerine

Requisition ID :

Responsibilities

• 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.
• Guide 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 ongoing mortgage training a...