Job Summary
We are seeking experienced, professional and client-focused Mortgage Agents to join our team. The ideal candidate will assist clients in securing mortgage loans, provide expert guidance throughout the application process, and ensure a seamless experience. This role requires excellent communication skills, a strong understanding of financial products, and the ability to build lasting client relationships. The Mortgage Agent will play a vital role in helping clients achieve their homeownership goals while maintaining compliance with industry standards.
Responsibilities
- Obtain, attract and generate business leads, and clients with financial needs for a mortgage product.
- Assist clients in understanding mortgage options and selecting suitable products based on their financial situation
- Prepare and review mortgage applications, ensuring accuracy and completeness
- Negotiate terms with lenders to secure favorable rates and conditions for clients
- Provide exceptional customer service by addressing client inquiries promptly and professionally
- Manage cash flow and financial documentation related to mortgage transactions
- Maintain up-to-date knowledge of industry regulations, lending policies, and market trends
- Utilize Microsoft Excel and other tools to track applications, client information, and loan statuses
- Educate clients on financial planning, repayment options, and related services
- Collaborate with real estate agents, lenders, and other stakeholders to facilitate smooth transactions
Qualifications
- Proven experience or background in financial services, banking, or mortgage brokerage preferred
- Valid Mortgage Agent License preferred
- Previous Band Mortgage Mobile Advisors, Bank FAs, Mortgage Agents
- Excellent communication skills in English
- Strong negotiation skills with the ability to advocate effectively for clients
- Exceptional customer service orientation with a professional demeanor
- Proficiency in Microsoft Excel and familiarity with relevant software tools
- Ability to work independently while managing multiple client files efficiently
- Strong interpersonal skills with the ability to build trust and rapport with clients from diverse backgrounds
This position offers an engaging opportunity for motivated individuals passionate about helping clients navigate the mortgage process while advancing their careers within the financial services industry.
Job Types: Full-time, Part-time
Pay: $1.00-$500,000.00 per year
Application question(s):
- How many years of mortgage origination experience do you have?
Work Location: Hybrid remote in Woodbridge, ON L4L 9P1
