Mortgage Specialist at Sun Life Financial, Winnipeg, Manitoba

Job Description

Company Overview:
Sun Life Financial is a leading financial services company in Canada, providing a wide range of insurance, wealth, and asset management solutions to individuals and businesses. With a strong reputation for innovation and customer service excellence, Sun Life Financial is committed to helping clients achieve financial security and peace of mind.

Key Responsibilities for Mortgage Specialist:
- Develop and maintain relationships with clients to understand their mortgage needs and provide tailored solutions.
- Evaluate mortgage applications, assess creditworthiness, and recommend suitable mortgage products.
- Guide clients through the mortgage application process, including documentation requirements and legal aspects.
- Collaborate with internal stakeholders, such as underwriters and legal teams, to ensure timely and accurate processing of mortgage applications.
- Stay updated on market trends, interest rates, and regulatory changes affecting the mortgage industry.
- Meet sales targets and contribute to the overall growth of Sun Life Financial's mortgage portfolio.

Required Qualifications:
- Bachelor's degree in Finance, Business Administration, or related field.
- Minimum of 2 years of experience in mortgage lending or financial services industry.
- Proficiency in mortgage underwriting principles, credit analysis, and regulatory requirements.
- Strong communication and interpersonal skills to effectively engage with clients and internal teams.
- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Must hold a valid mortgage broker license in Manitoba.

Desired Skills:
- Knowledge of mortgage insurance products and services.
- Experience using mortgage origination software and CRM systems.
- Additional certifications such as Certified Mortgage Broker or Financial Planner.

Compensation & Benefits:
The annual salary range for the Mortgage Specialist position at Sun Life Financial in Winnipeg, Manitoba, is $60,000 - $80,000 CAD, commensurate with experience and qualifications. In addition to competitive compensation, Sun Life Financial offers a comprehensive benefits package, including health and dental insurance, retirement savings plans, professional development opportunities, and employee discounts on financial products and services.

How to Apply:
To apply for the Mortgage Specialist position at Sun Life Financial in Winnipeg, Manitoba, please submit your resume and a cover letter highlighting your relevant experience and qualifications via the company's career portal on the official website. Only shortlisted candidates will be contacted for further assessment. Thank you for considering Sun Life Financial as your next career destination.

Required Skills

  • Accounting software (QuickBooks
  • Sage
  • SAP)

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