About this role
About the Role The Mortgage Solutions Manager provides tailored mortgage solutions and advice to new-to-bank clients, guiding them through the full mortgage journey from lead to funding. The role focuses on purchases, switches from other lenders, and new HELOCs, delivering a consultative experience that helps clients make informed decisions while driving business growth. What You'll Do
- Build and maintain strong client relationships by following disciplined sales-development activities to deliver an exemplary mortgage advisory experience.
- Initiate every client conversation with open-ended questions to uncover and validate goals and objectives, applying deep subject matter expertise to present tailored mortgage options and, where appropriate, provide a clear recommendation.
- Serve as the primary point of contact for clients selecting Tangerine for home-buying needs, guiding them through the end-to-end mortgage journey.
- Ensure a seamless, easy-to-understand mortgage process for clients as they navigate purchases, switches, and HELOCs. What We're Looking For
- Banking and secured lending expertise with the ability to provide tailored mortgage options and advice.
- Strong relationship-building and consultative sales skills with a client-first mindset.
- Ability to ask open-ended questions to uncover goals and objectives and translate them into actionable mortgage recommendations.
- Experience guiding clients through end-to-end mortgage processes and a deep subject matter knowledge of mortgage products.
- Bilingual English/French (EN/FR) capabilities given the role title.