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Mortgage Consultant
3 months ago
At CB Canada, we are dedicated to transforming the mortgage experience for our clients. We pride ourselves on offering a unique work environment that fosters innovation and personal growth. Our commitment to excellence ensures that you will have the tools and support necessary to thrive in your career.
Eligibility Requirements
To be considered for this role, candidates must possess valid work authorization in Canada.
Desired Qualifications
- Proven track record of achieving or surpassing sales targets
- Exceptional written and verbal communication abilities
- Capacity to remain competitive and receptive to coaching in a dynamic sales atmosphere
- Flexibility to adapt to changing circumstances and maintain a varied schedule
- Demonstrated success in sales or customer service environments
- Strong command of the English language
- High level of integrity and ethical standards
- Self-driven and proactive
- Adept at simplifying complex information for clients
- Resourceful in seeking out necessary information
- Positive and collaborative team player
- Willingness to complete the licensing examination
Position Overview
As a Mortgage Consultant, you will be provided with leads through our platform, utilizing an advanced loan origination system that streamlines document management. Your primary focus will be on business development while collaborating with a high-performing team.
Success in this position requires a knowledgeable, resourceful, and self-motivated individual with strong financial acumen and organizational skills. You will benefit from a model that minimizes loan processing tasks, enhances efficiency, and allows you to excel in your strengths.
Key Responsibilities
- Engage with clients to understand their current and future financial needs, guiding them towards their goals
- Develop and manage your business with support from our dedicated team
- Establish and maintain relationships with selected lenders
- Focus on originating mortgages, completing applications, and ensuring client eligibility for specific programs
- Participate in thorough initial and ongoing training sessions
About Us
CB Canada is committed to providing straightforward, efficient, and reliable digital solutions for complex financial transactions. Our company culture emphasizes inclusivity and values every team member's input. We are passionate about our work and strive to create an environment where everyone can succeed.
Note
This outline reflects the primary responsibilities of the position. Responsibilities may evolve over time, and the leadership team reserves the right to modify tasks as necessary.
