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Title:  Bilingual Funding and Support Analyst - Tangerine


Requisition ID: 89651

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 virtual 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 both Deposit/Chequing and Lending products.


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

  • Account Opening
  • Registered Products, Statements and Year- End
  • Mutual Funds and Cannex
  • Payments
  • Estates
  • Lending
  • Quality Assurance

Role Accountabilities:

The Bilingual Funding and Support Analyst position involves the timely and prudent administration of mortgage requests. This includes the processing of lawyer Instructions, the ordering and maintenance of appraisals, Income verifications, Funding and the processing of Final Documentation as required for mortgage applications.  It must be ensured that a consistent service is delivered to the CBS - Lending department through the timely and accurate delivery of the Funding and Support activities.


Is This Role Right For You?

  • Develop and maintain positive working relationships with Internal and External Clients
  • Sound, effective and prompt review of verification of Income documentation
  • Maintaining a high level of accuracy and consistency in document verification and disbursement release
  • Meeting defined service standards and turnaround times
  • Liaising with different areas of the department and developing relationships to ensure that  job is done and to ensure the smooth completion of all closings
  • Good knowledge of Funding, and conditions set for the Solicitors. Being able to process deals like i.e. Purchases, ETO’s, Add Helocs, Mortgage Increases, Refinances and Switches.
  • Review and validate of all legal documentation / Interim report received from Solicitors
  • Review and satisfied the Identification Verification Form in accordance with Tangerine requirements
  • Review and satisfied all additional Funding conditions prior to releasing Mortgage funds to Solicitor
  • Processing and releasing of wires
  • Thorough knowledge of Tangerine’s mortgage guidelines, processes and procedures including: CMHC, Genworth and familiarity with Tangerine’s Charge Terms as they pertain to Mortgage Servicing
  • Customer Service levels are met relating to e-mails, phone messages and fax enquiries, this is done by ensuring all e-mails, phone messages and fax enquiries are responded to within 2hrs

Skills You Need To Succeed:

  • Completion of a post-secondary degree or experiences in financial industry
  • Completion or enrollment in mortgage courses
  • Bilingual (French / English) is required
  •  2 – 3 years funding experience
  • Strong verbal and written communication skills
  • Computer literate, knowledge of Microsoft Office
  • Ability to build relationships at all levels
  • Strong analytical skills
  • Acts as a Team Player
  • Results and Detailed Oriented
  • Focuses on the Customer
  • Good organizational skills
  • Effective and Efficient Time Management


What’s In It For You!

  • You’ll be part of a diverse, collaborative, innovative, and high-performing team
  • We offer a competitive rewards package:
    • Performance bonus, Share Ownership Program, and Pension Plan Matching
    • Health Benefits from day one!
  • Office perks: free healthy snacks (chocolate is healthy, right?) subsidized on-site cafeteria and parking
  • You will enjoy work life balance, team events, and opportunities to volunteer in the community.
  • Your career matters! You will have access to career development and progression opportunities


Location(s):  Canada : Ontario : Toronto

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.