Bilingual Mortgage Solutions Manager; EN​/FR - Tangerine

Overview

Requisition . Tangerine is Canada’s leading direct bank, focused on digital banking and client service. We are looking for a Mortgage Solutions Manager to provide customized mortgage solutions and advice, manage the full journey of new mortgage acquisition, and drive business growth through a consultative experience.

• Ensure seamless, consultative experience for clients throughout the mortgage acquisition process, including purchase transactions, switches, and new HELOCs.
• Act as the primary point of contact for clients, guiding them from lead to funding.
• Build and maintain strong relationships by following disciplined sales‑development activities.
• Initiate every client conversation with open‑ended questions to uncover and validate client goals and objectives.
• Present tailored mortgage options and provide clear recommendations based on client needs.
• Serve as the face of Tangerine Secured Lending, developing and maintaining mortgage expertise.
• Manage an assigned portfolio of potential and existing mortgage clients and actively source new clients through referrals and outbound efforts.
• Lead the full sales cycle from prospecting to funding, qualifying leads and guiding clients through pre‑approval, application, and funding.
• Achieve monthly mortgage origination and sales targets, identifying opportunities for cross‑sell and referrals to other Tangerine products.
• Collaborate with internal teams, including underwriters, to facilitate timely mortgage approvals and closing while adhering to regulatory requirements.
• Communicate required documents and updates promptly, setting expectations and seeking alternative solutions where needed.

• Fluency in both English and French (required).
• Minimum 3 years of proven success in the mortgage industry or a related field.
• Sales experience (required).
• Underwriting and fulfillment experience preferred.
• University or College degree in a business discipline is an asset.
• Robust commitment to trust development, client experience, and delivering exceptional service.
• Excellent communication, negotiation, and interpersonal skills with the ability to influence and build rapport.
• Entrepreneurial mindset with a drive to succeed in a variable compensation, sales environment.
• Administrative knowledge and documentation skills to meet lending guidelines.
• Full knowledge of Tangerine Bank products, services, policies, and procedures.
• Strong understanding of mortgage products, both Tangerine specific and market offerings.
• Outbound calling capabilities and ability to establish credibility with clients.
• Proficiency with all MS Office products.

Access to thousands of online and in‑person courses to shape career growth, support for saving for the future and investing in total wellbeing, flexible workspace, and engagement within a diverse, inclusive team of client‑focused go‑getters. Employees participate in Scotiabank’s pension and benefits programs (available to permanent employees).

Canada:
Ontario – Toronto | Canada:
New Brunswick – Moncton

At Tangerine we value unique skills and experiences and are committed to an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.