At a Glance
- Tasks: Help homeowners navigate mortgages from start to finish, ensuring a smooth process.
- Company: Dynamic mortgage brokerage focused on client satisfaction and growth.
- Benefits: Competitive pay, flexible hours, and opportunities for professional development.
- Other info: Join a supportive team with a focus on compliance and client relationships.
- Why this job: Make a real difference in people's lives by guiding them through important financial decisions.
- Qualifications: 2+ years in sales or banking, active FSRA Mortgage Agent licence, and strong communication skills.
The predicted salary is between 59580 - 72820 $ per year.
Advise Ontario homeowners and buyers on purchases, renewals, refinances and equity lending, and take each file from first call to funding.
Responsibilities
- Respond to inbound enquiries and applications from lendmax.ca, by phone and online, the same business day.
- Interview clients to understand income, credit, property and goals, and collect a complete document package.
- Analyse each file and use IntelliRate to compare lenders, products and total cost — not only the rate.
- Present clear options, explain the trade-offs in plain language, and prepare the required disclosure.
- Submit applications to lenders, negotiate conditions, and manage the file through approval and funding.
- Keep the CRM current with notes, stages and next steps on every file.
- Stay in touch after funding and bring clients back at renewal, refinance or their next purchase.
- Work within FSRA requirements and the brokerage's compliance, privacy and anti-money-laundering policies.
Requirements
- A minimum of 2 years' experience in sales, banking or a call-centre environment.
- An active FSRA Mortgage Agent Level 1 licence or higher, held in good standing.
- Comfortable on the phone all day, and able to build trust quickly.
- Organised with numbers and documents; able to read a credit report, pay stub and T4.
- Working knowledge of residential lending — insured, conventional, alternative and private.
- Confident with technology: CRM, online applications and lender portals.
Mortgage Agent employer: Lendmax Inc.
As a Mortgage Agent with us, you'll thrive in a dynamic and supportive environment that prioritizes your professional growth and success. Our team fosters a collaborative culture where you can leverage your expertise to guide Ontario homeowners through their financial journeys, all while enjoying competitive compensation and comprehensive benefits. Located in the heart of Ontario, we offer unique opportunities for networking and career advancement, ensuring that your contributions are recognized and rewarded.
We think you need these skills to ace Mortgage Agent
Client Advising
Document Collection
File Analysis
IntelliRate Proficiency
Negotiation Skills
CRM Management
Compliance Knowledge
