Mortgage Specialist

About This Mortgage Specialist Role

The employer is hiring for a Mortgage Specialist position connected to Remote. This Bellencia Career Hub summary translates the original job posting into a structured, easier-to-scan career lead for job seekers comparing remote, hybrid, back-office, healthcare, billing, and administrative opportunities.

Are you someone who thrives in a busy role that engages both your analytical, problem-solving skills and customer-focused approach? Do you enjoy establishing relationships and offering financial solutions to help clients achieve their broader financial goals? Our Manulife Bank team in Western Ontario has an immediate opportunity for a Mortgage Specialist. As a Mortgage Specialist, you will be responsible for selling Manulife Bank financial solutions directly to clients and in collaboration with financial advisors within a specified territory. This is an exciting and rewarding work-from-home opportunity! Who are we looking for? You are a consultative and engaging ambassador for our Bank products who knows how to get things done while maintaining and encouraging meaningful relationships. You contribute by bringing your banking knowledge, energy and attention to service into the regional marketplace by helping others understand that handling money doesn’t need to be complicated. Position Responsibilities: Sell and promote Manulife One, Manulife Bank Select and associated lending solutions based on robust conversations focused on understanding client needs and goals Develop a consumer client base to facilitate the direct sale of lending solutions Ensure efficient and flawless delivery to the client, and ensure flow of business is directed to the appropriate servicing unit Act as a conduit for feedback from the field by identifying ideas for improving existing products and services and new product opportunities; Partner with Business Development Managers and other banking specialists to build advisor interest in Manulife Bank’s debt management and deposit solutions Special Condition: Travel required within the assigned territory. The role is 100% commission-based, offering you the opportunity to maximize your earnings based on your performance and success. Required Qualifications: Proven track record of high performance within a busy sales environment High energy and self-motivation combined with a positive attitude Solid underwriting experience with residential mortgages (3-5 years) 5 or more years of financial services experience is preferred, or in a sales/service capacity Preferred Qualifications: Proven consultative sales capability – including establishing a relationship with the client, conducting needs analysis and presenting solutions with strong closing and servicing skills Aptitude for learning and using technology for business purposes Outstanding oral and written communication skills to translate complex technical issues and business definitions into concepts and procedures readily understood and accessible to a general audience Analytical and decision-making skills with an ability to calmly prioritize a variety of deadlines Effective change management and organizational skills in order to manage fluctuating workloads Excellent customer and relationship management skills Highly developed influencing and negotiation skills When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. #LI-REMOTE The role being advertised is an existing vacancy. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com. Working Arrangement Remote

Key Responsibilities

Daily Work You May Handle

• Posted Date:May 28th 2026
• As a Mortgage Specialist, you will be responsible for selling Manulife Bank financial solutions directly to clients and in collaboration with financial advisors within a specified territory. This is an exciting and rewarding work-from-home opportunity!
• Ensure efficient and flawless delivery to the client, and ensure flow of business is directed to the appropriate servicing unit

The core workflow centers on accuracy, research, and keeping accounts or records moving through the correct process. A strong applicant should be comfortable reviewing details, comparing information across systems, updating records, and documenting outcomes in a way that supports clean handoffs between departments.

Minimum Requirements

Education, Experience, and Technical Knowledge

• Proven track record of high performance within a busy sales environment
• High energy and self-motivation combined with a positive attitude
• Solid underwriting experience with residential mortgages (3-5 years)
• 5 or more years of financial services experience is preferred, or in a sales/service capacity
• Preferred Qualifications:
• Proven consultative sales capability – including establishing a relationship with the client, conducting needs analysis and presenting solutions with strong closing and servicing skills
• Aptitude for learning and using technology for business purposes
• Outstanding oral and written communication skills to translate complex technical issues and business definitions into concepts and procedures readily understood and accessible to a general audience

For this type of role, employers often look for a mix of practical experience, system confidence, and the ability to understand payer, billing, account, or documentation rules. Even when the role is not heavily phone-based, communication still matters because the work may involve coordination with internal teams, management, or partner departments.

Preferred Qualifications

Helpful Background for Stronger Applicants

• Proven consultative sales capability – including establishing a relationship with the client, conducting needs analysis and presenting solutions with strong closing and servicing skills
• Aptitude for learning and using technology for business purposes
• Outstanding oral and written communication skills to translate complex technical issues and business definitions into concepts and procedures readily understood and accessible to a general audience
• Analytical and decision-making skills with an ability to calmly prioritize a variety of deadlines
• Effective change management and organizational skills in order to manage fluctuating workloads
• Excellent customer and relationship management skills
• Highly developed influencing and negotiation skills
• When you join our team:
• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

Phone Level and Work Style

Bellencia phone-level estimate: Low phone. This classification is based on the wording in the pasted posting. Because this is an estimate, applicants who need non-phone or low-phone work should confirm phone expectations during the interview. The posting reads most strongly as Finance work with a focus on written records, account review, payer details, research, and follow-up.

Pay, Schedule, and Location Details

Pay: not listed in the pasted posting. Schedule: not clearly listed. Job type: Full-time. Location or work arrangement: Remote. Applicants should verify the official application page for the most current pay range, benefits, shift expectations, equipment rules, and state eligibility requirements.

Best-Fit Applicant Profile

This role may be a good match for someone who enjoys detailed, process-driven work and can stay consistent with repetitive but important tasks. It may fit job seekers with experience in medical billing, revenue cycle, accounts receivable, claims, refunds, charge capture, payer research, payment posting, documentation review, insurance eligibility, or healthcare administrative support.

• You are comfortable researching account details and correcting issues before they become larger problems.
• You can follow written procedures and keep documentation clean, accurate, and audit-ready.
• You prefer structured back-office work over sales-driven or heavy call-center duties.
• You can manage confidential information professionally and escalate unclear issues when needed.

Resume Keywords to Consider

Relevant resume keywords may include Mortgage Specialist, Finance, documentation, account research, workflow queues, Excel, payer requirements, reconciliation. Use only the keywords that honestly match your experience. The strongest applications usually connect past duties directly to the employer’s listed responsibilities.

How to Apply

Use the official application link for this job posting when you are ready to apply. Before submitting, review the required experience, confirm the schedule, and tailor your resume summary and bullet points toward the highest-priority duties in this listing.