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mortgage loans consultant

Title posted on CareerBeacon - Bilingual Mortgage Solutions Manager (EN FR) - Tangerine

Posted on April 12, 2026 by Employer details Scotiabank

Job details

Requisition ID: 254326 Tangerine is Canada's leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It's important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture. 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!What you will be doing: 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. Mortgage Solutions Managers 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.Mortgage Solutions Managers are expected to initiate every client conversation with open-ended questions to uncover and validate the client's goals and objectives. This approach enables Mortgage Solutions Managers to apply their deep subject matter expertise to present tailored mortgage options and, where appropriate, provide a clear recommendation.Is this role right for you? In this role, you will: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 advice and solutions to clients by developing &amp; 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 &amp; 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 &amp; acquiring new mortgage clients through referrals, and outbound effort.Build lasting relationships with clients and referral partners to generate mortgage opportunities and referrals.Leveraging your personal &amp; professional network to attract &amp; source opportunities to gain experience in the Secured Lending business at TangerineManaging the full sales cycle from prospecting to fundingProviding tailored mortgage advice based on client needs.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