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Title:  Bilingual Specialist, Lending Processing - Tangerine


Requisition ID: 139985

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.




Client Business Support (CBS) is a client focused processing department that enables the bank to demonstrate that a digital bank can offer superior client experience by efficiently and effectively delivering on the promises made to our clients.

The CBS department is made up of several teams; each team plays a unique role in providing support for Deposits, Lending, and Investments products.

The following teams along with their specialized focus is what makes Client Business Support an integral piece of our organization:

  • Account Processing
  • Account Support
  • AML Operations
  • Business Savings Accounts
  • Credit Card Operations
  • Estates
  • Lending – Servicing, Funding, Discharge, Underwriting
  • Investments
  • Operational Excellence
  • Payments
  • Quality Assurance
  • Registered Products
  • Statements and Year-End


Overall, Client Business Support is committed to delivering a 'Wow' experience. While we do not speak directly with our clients, we make sure we deliver on promises made to our clients!




The Bilingual Specialist of Lending Processing is responsible for processing of financial transactions requested by the external and internal clients, reconciling and resolving account investigations generated by various departments within the Bank: Call Centre, Collections, Funding, Underwriting and Finance. The successful candidate must have the ability to pay attention to detail and meet predetermined productivity and Quality Assurance Standards. The candidate must have excellent communication skills, both written and verbal, in order to establish a solid working relationship both internally and externally. This position offers the successful candidate an opportunity to gain experience in account investigation and reconciliation and develop a large understanding of various aspects of the Mortgage, Property Taxes and Loan product. The Specialist will report directly to the Manager of Processing.




  • Complete all clients requests received from the Web, Call Center, mail and fax within established timeframes.
  • Responsible for the training/support of new associates.
  • Strong investigative skill set to be able to test and problem solve.
  • Remit tax installments and maintain tax listing.
  • Liaise with municipalities and financial intuitions.
  • Contribute to the ongoing process improvements in the Client Business Support Department.
  • Process financial transactions for line of credit, property tax, residential and commercial mortgages within established timeframes and according to instructions provided.
  • Resolve all account investigations efficiently and accurately.
  • Analyze and verify data in the mortgage and credit system.
  • Prepare weekly and monthly remittances to our third party investors.
  • Liaise with municipalities and financial institutions in order to resolve complex client issues.
  • Collaborate with various departments within the bank to resolve complex client issues.
  • Assist with the Securitization tasks.
  • Ensure that policies and procedures are respected as per the Department’s parameters.
  • Understanding of Tangerine’s mortgage guidelines, processes and procedures including: CMHC, Genworth and familiarity with Tangerine’s Charge Terms as they pertain to Mortgage Servicing.
  • Participate in testing and development of training material as required by the business.




  • Education/Experience
    • University or College Degree
    • Minimum 3-5 years of retail lending experience or work related experience in a processing environment


  • Specialized Knowledge
    • Solid understanding of the life cycle of residential mortgages
    • Knowledge of mortgage industry regulations and general administrative practices
    • Knowledge Tangerine Bank’s systems, products and services, policies, practices and procedures
    • Bilingual in French and English (written and spoken)


  • Technical Skills
    • Bilingualism is an asset (French/English)
    • Strong analytical skills required in identifying problems, validating and making  decisions/recommendations
    • Demonstrated knowledge of MS Office (MS Word, Excel, Power Point, Project


  • Abilities
    • Ability to have a positive approach to change and personal development


  • Attributes
    • Excellent interpersonal and communication skills, both written and oral
    • Self-directed and motivated

Location(s):  Canada : Ontario : Toronto || Canada : Ontario : North York

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

Job Segment: Quality Assurance, QA, Mortgage, Call Center, Technology, Bilingual, Quality, Finance, Customer Service