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Mortgage Agent

4 weeks ago

Oakville, Canada Pineapple Mortgage, Team Paul Full time

**About us**

We are innovative, supportive, customer-centric, and our goal is to help Canadians achieve financial security and freedom by providing them with mortgage solutions that fit their needs. We understand that managing finances can be overwhelming, especially when it comes to buying a home. We are here to simplify the process and guide our clients every step of the way. Our team of experts will offer personalized advice and help our clients make informed decisions about their mortgage options. Whether they're looking to buy their dream home or optimize their finances, we are dedicated to finding the right solutions for them..

Our work environment includes:

- Modern office setting
- Growth opportunities
- Work-from-home days
- Wellness programs

We are currently seeking a highly motivated and experienced Mortgage Agent to join our dynamic team. As a Mortgage Agent, you will play a pivotal role in assisting clients with their mortgage needs and helping them achieve their homeownership goals.

**Responsibilities**:
Conduct thorough assessments of clients' financial situations, including income, credit history, and debt obligations, to determine their eligibility for various mortgage products.

Provide expert advice and guidance to clients on mortgage options, rates, terms, and repayment plans, ensuring a comprehensive understanding of the available choices.

Liaise with lenders and financial institutions to negotiate competitive rates and secure optimal mortgage terms for clients.

Stay up-to-date with industry regulations, market trends, and changes in mortgage products to provide informed recommendations to clients.

Build and maintain strong relationships with clients, real estate agents, and industry professionals to generate referrals and expand business opportunities.

Meet or exceed sales targets and performance metrics, demonstrating a strong commitment to achieving individual and team goals.

Continuously develop and enhance product knowledge and sales skills through ongoing training and professional development opportunities.

**Requirements**:
Valid Mortgage Agent license in Ontario or planning to get one soon.

Previous sale expernce is recommended.

Strong analytical and problem-solving skills to assess clients' financial situations and recommend suitable mortgage solutions.

Excellent communication and interpersonal skills to establish rapport with clients and negotiate effectively with lenders.

Ability to work independently and as part of a team, managing multiple priorities and meeting deadlines.

Results-driven mindset with a strong focus on customer service and exceeding sales targets.

**Salary**: $60,000.00-$500,000.00 per year

**Benefits**:

- Company events
- On-site parking

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday
- On call
- Overtime
- Weekends as needed

Supplemental pay types:

- Bonus pay
- Commission pay

Licence/Certification:

- Mortgage License (required)

Work Location: In person