Bilingual Life Events Specialist
Core
Guide clients through mortgage product changes, account holder changes, and limit decreases, acting as the main point of contact from inquiry to funding.
Role type
Life Events Specialist (Mortgage Operations)
Builds
Mortgage loan files and client communication for Manulife Bank
Domain
Financial Services / Residential Mortgages
Deliverable
client delivery
Required skills
bilingualism (English/French), mortgage process knowledge, document validation, file preparation, client communication, internal coordination, high-volume file management
Preferred skills
residential mortgage business experience, mortgage underwriting knowledge
Technologies
internal banking systems
Responsibilities
Guide clients through mortgage changes from start to finish; Collect, review, and validate documentation for mortgage changes; Prepare complete files for lending and underwriting review; Provide proactive communication to clients throughout the file lifecycle; Coordinate with internal partners (Fulfillment, Underwriting, Operations); Manage high volume of files simultaneously; Communicate lending decisions to clients; Document client interactions in internal systems