Manage the full journey of new mortgage acquisition from lead to funding.
Focus exclusively on new-to-bank mortgages, including purchase transactions, switches from other financial institutions, and new Home Equity Lines of Credit (HELOCs).
Act as the primary point of contact for clients selecting Tangerine for their home‑buying needs, guiding them through the end‑to‑end mortgage journey.
Build and maintain strong relationships by following disciplined sales‑development activities to deliver an exemplary mortgage advisory experience.
Initiate client conversations with open‑ended questions to uncover and validate the client’s goals and objectives.
Present tailored mortgage options and provide clear recommendations based on deep subject matter expertise.
Source and acquire new mortgage clients through referrals, outbound efforts,...