Bilingual (English​/ French) Mortgage Solutions Manager

Requisition : 256532

At Tangerine, we’re redefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every challenge head-on with leading technology and the unstoppable power of collaboration.

Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the communities we serve and across our organization. We foster a culture built on integrity, inclusion, and fearless ambition – where diverse perspectives are valued, and people are empowered to do their best work.

Are you ready to disrupt the status quo? Do you crave challenges that push boundaries? If you’re a high performer looking to accelerate your career and reimagine the banking landscape, this is your moment.

Let’s shape the future of banking together!

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!

The Mortgage Solutions Manager is responsible providing peace of mind to clients and building loyalty by providing customized mortgage solutions and advice. You will use your expertise to manage the full journey of new mortgage acquisition, from lead to funding. This role focuses exclusively on new to bank mortgages, including purchase transactions, switches from other financial institutions, and new Home Equity Lines of Credit (HELOCs).

You will deliver a seamless, consultative experience that helps clients make informed decisions while driving business growth. You will act as the primary point of contact of clients that are selecting Tangerine to support them on their home-buying needs, responsible for guiding clients through the end-to-end mortgage journey.

You are responsible for making the process seamless and easy for clients to understand. Key responsibilities will include building and maintaining strong relationships by following disciplined sales-development activities to deliver an exemplary mortgage advisory experience.

You are expected to initiate every client conversation with open-ended questions to uncover and validate the client's goals and objectives. This allows you to apply your deep subject matter expertise to present tailored mortgage options and, where appropriate, provide a clear recommendation.

• Utilize your banking and secured lending expertise to provide tailored mortgage advice that aligns with clients’ financial goals and objectives.
• Be a Secured Lending subject matter expert acting as the face of Tangerine Secured Lending with our clients.
• Prioritize client experience and take initiative to provide tailored advice and solutions to clients by developing & maintaining mortgage expertise, focused on client needs, market conditions and the Canadian residential mortgage market to equip yourself and your colleagues to win the confidence & loyalty of our clients.
• Actively manage an assigned portfolio of both potential and existing mortgage clients that have submitted mortgage applications or been identified via bank-sourced leads.
• Sourcing & acquiring new mortgage clients through referrals, outbound effort, and referral partners.
• Managing the full sales cycle from prospecting to funding.
• Qualifying and converting leads, proactively sourcing new mortgage opportunities through outbound calling campaigns, and guiding clients through pre-approval, application, and funding.
• Accountable for achieving monthly mortgage origination targets and identifying opportunities for cross-sell and referrals to other Tangerine products and services.
• Managing a pipeline of all applications and related tasks & activities to ensure applications are progressing towards funding in a timely…