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Manager, Secured Lending Mortgage Sales & Relationship Management - Tangerine

Scotiabankabout 24 hours ago
Verified
Toronto, ON
Senior Level

Top Benefits

Pension
Health Benefits
Workspace flexibility

About the role

What you will be doing:

Tangerine is a leader in digital banking, committed to delivering innovative, client-centric financial solutions. Reporting to the Senior Manager, Mortgage Sales & Relationship Management Manager, Mortgage Sales & Relationship Management will lead a national team of Mortgage Solutions Managers (MSMs) and Mortgage Relationship Advisors (MRAs), driving performance across both new business acquisition and relationship management. This role is pivotal in transforming our sales culture, accelerating growth, and enhancing sales effectiveness. With ambition targets, the successful candidate will be a strategic leader who inspires high performance, fosters accountability, and delivers exceptional client experiences.

Is this role right for you? In this role, you will:

  • Sales Leadership:

    • Oversee and lead a team of mortgage sales advisors responsible for providing advice along the home buying journey for our clients. Advisors are accountable for providing advice and recommending solutions to clients which will include guiding documents as well as overseeing the management of client portfolios. Portfolios will include renewing mortgages at-maturity as well as refinancing existing mortgages and HELOCs.
    • Drive national sales initiatives to achieve growth targets and enhance profitability
    • Leverage market insights and client feedback to evolve product offerings and go-to-market strategies
  • Sales Management & Coaching:

    • Lead and coach a team of Mortgage Solution Managers and/or Mortgage Relationship Advisors
    • Instill disciplined sales management practices, including pipeline reviews, performance tracking, and skill development
    • Accountable for leading direct reports to meet all business objectives including sales, quality metrics and client satisfaction to provide outstanding client experiences.
    • Responsible for managing client escalations related to mortgage products & processes
    • Conduct regular coaching sessions, team meetings, and performance reviews to drive accountability & results
    • Lead secured lending portfolio growth strategy, focusing on growth, retention, pricing, and client segmentation.
    • Develop and execute tactics to maximize franchise value and profitability
    • Financial Objectives: funded mortgage volume, cross-sell, Key Partner development, productivity
    • Operational Effectiveness: Risk, compliance, operational process
  • Client Experience & Relationship Management

    • Champion a client-first culture, ensuring seamless and personalized mortgage experiences
    • Strengthen referral partnerships and deepen client relationships to maximize lifetime value
  • Operational Excellence & Risk Management:

    • Ensure adherence to Tangerine’s Code of Conduct, AML/ATF, privacy, and compliance standards
    • Monitor operational effectiveness and implement process improvements to support scalable growth
    • Keep abreast of all Lending Credit Policies, Guidelines and Procedures
  • Leadership & Culture Transformation:

    • Foster a high-performance, inclusive culture focused on growth, innovation, and continuous improvement
    • Lead change initiatives that energize the team and align with Tangerine’s strategic priorities
    • Assist in departmental projects & the development of the mortgage portfolio of the bank
    • Oversee all aspects of People Management including Talent Management & Hiring
    • Other duties as assigned
  • Reporting & Executive Communication:

    • Develop and maintain performance dashboards and executive-level reporting
    • Provide clear insights into trends, opportunities, and strategic initiatives
  • Risk & Compliance:

    • Ensure adherence to operational, compliance, AML/ATF sanctions & conduct risk standards in line with Scotiabank’s Code of Conduct and Global Sales Principals

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

  • BA requirement, MBA an asset
  • 3+ years of experience managing large teams.
  • 5+ years of progressive experience in mortgage lending
  • Deep understanding of mortgage products, underwriting, and regulatory requirements
  • Strong leadership and coaching capabilities with a focus on performance and development
  • Strategic thinker with a bias for action and results
  • Strong communication and stakeholder engagement skills
  • Ability to thrive in an ultra-fast paced environment; adaptable and flexible when responding to deadlines.
  • Ability to synthesis complex information clearly and simply to a broad audience- excellent communication skills (verbal & written)
  • Strong business acumen and strategic thinking capacity
  • Thorough understanding of secured products, key success factors and the regulatory environment surrounding them.
  • French skills would be an asset

What's in it for you?

  • Work in a mission-driven culture that prioritizes empowerment, diversity, and continuous learning.

  • Join a modern banking environment where design plays a central role in shaping client value.

  • Be part of a high-visibility team that is reimagining the future of personal finance in Canada.

  • You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.

  • You belong here, we are equal and un-complicated. Bring your true self to work, dress codes don’t apply here.

  • You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.

*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)

About Scotiabank

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