Mortgage Onboarding Specialist at Manulife helping customers navigate mortgage products and ensuring satisfaction. Role focuses on customer relationships and smooth transitions to new accounts.
Responsibilities
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
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