Branch Advisor

2 weeks ago

Ontario, Canada GoldTree Mortgage Full time

GoldTree Mortgage is an award-winning brokerage dedicated to providing exceptional service and innovative solutions for our clients. Since our founding in 2019, we have built a strong community-focused entity with a unique corporate responsibility initiative of planting 100 trees for every mortgage funded. We are committed to providing mortgages with purpose and making a positive impact on our planet.

Role Overview:

As a Branch Advisor (Mortgage Agent), you will be an integral part of one of our dynamic branches, each led by a senior Branch Manager. This role is perfect for newer mortgage agents (Agent License Level One or Level Two) who are eager to grow their careers. You will assist clients with their mortgage needs, provide exceptional service, and contribute to the growth and success of your branch.

Key Responsibilities:

  • Assist clients in understanding their mortgage options and guide them through the mortgage application process.
  • Engage with pre-screened, hot leads generated through our in-house marketing efforts, contacted by our concierge team.
  • Conduct client meetings (virtually or in-person) to discuss mortgage solutions tailored to their needs.
  • Maintain up-to-date knowledge of mortgage products, market trends, and regulatory requirements.
  • Utilize our comprehensive CRM system to manage client interactions and ensure timely follow-ups.
  • Participate in training and development programs to enhance your skills and knowledge.
  • Collaborate closely with Branch Managers and other team members to develop and implement strategies to achieve branch goals.

Skills and Qualifications:

  • License: Must hold a valid Mortgage Agent License (Level One or Level Two).
  • Communication: Excellent verbal and written communication skills.
  • Customer Service: Strong customer service orientation with a commitment to providing exceptional client experiences.
  • Technology Proficiency: Comfortable using CRM systems and other digital tools.
  • Detail-Oriented: Strong attention to detail and organizational skills.
  • Team Player: Ability to work collaboratively within a team environment.
  • Motivation: Highly motivated and eager to learn and grow in the mortgage industry.

What We Offer:

  • Comprehensive Platform: Email, CRM, Cloud Document Storage, E-Signatures, Digital Forms, Chat, Project Management, and more.
  • Automated Client Engagement: Automated emails for client milestones, improving satisfaction and retention.
  • Top Compensation: High commissions, volume bonuses, finder's fees, and access to exclusive lenders through CIMBC partnership.
  • Exclusive Lender Access: Diverse lenders, including Prime Banks, Exclusive Monolines, Credit Unions, Trust Companies, and Private Lenders - ensuring high close ratios.
  • Learning and Coaching: On-Demand Learning Academy and bi-weekly coaching to enhance skills and business mindset.
  • Direct Lender Meetings: Regular updates on new products and rates through in-person and remote presentations, with updated guidelines in our portal and emailed to you.
  • Award-Winning Reputation: Join an award-winning brokerage led by industry advocates.Susta
  • inability Initiatives: Tree-planting program, with 100 trees planted for every closed deal, and certificates for clients.
  • Additional Earnings and Savings: Potential earnings from pre-construction properties, client discounts, referral incentives, and service rebates.

  • This is a commission-based role.

Application Process:

  • If you are a motivated and enthusiastic mortgage agent looking to grow your career with a leading brokerage, we would love to hear from you. Please submit your resume and a cover letter outlining your experience and why you are a great fit for this role.

GoldTree Mortgage is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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