Broker Relation Associate

1 week ago

Toronto, Canada Lendfinity Full time

**About us**

Lendfinity is a trusted private lender that believes in common sense-based financing solutions. With years of industry expertise, we understand the challenges brokers like you face.

Our work environment includes:

- Modern office setting
- Growth opportunities

**Entry Level Sales Representative**

Lendfinity Financial's vision is to help Canadians with short-term mortgage requirements and provide a better exit strategy, putting them in a better financial condition. If your objectives align with ours, please explore the job openings below and send us your resume to get started.

**Responsibilities**:
On a day-to-day basis, you will be expected to:

- Prospect the existing list of mortgage brokers and set up appointments and meetings for the Business Development Managers.
- Monitor Deals and follow-ups to ensure deals are submitted via our submission platforms.
- Updating CRM with broker details and notes, providing brokers with an exceptional experience at every point of contact with Lendfinity.
- Write up the deal and follow documentation requests throughout the process to ensure that all required information is captured to ensure a seamless approval process.
- Proactively engage with the underwriting team ensuring deal approvals in a timely manner.
- Communicate with brokers to gather the approval and compliance documentation.
- Follow up with brokers to ensure lawyer requirements are completed, and files are funded in a timely manner
- Stay current with Real Estate and Mortgage industry trends
- Represent Lendfinity at events, seminars, and meetings

**Qualifications**:

- Knowledge and experience in the Canadian Mortgage/Real estate industry.
- Minimum of 1 year of sales and customer service experience, preferably in the financial services industry.
- Post-secondary education or equivalent is preferred.
- A problem solver with proven problem-solving skills and agility to anticipate and handle any task assigned.
- A skilled prioritizer who understands and prioritizes workflow while taking the initiative to begin, track, and complete tasks and/or projects.
- A strong communicator. Strong written and oral communication skills and demonstrated ability to collaborate and communicate effectively with team members and stakeholders.
- Proficient with technology, including working efficiently and effectively within a Mac-based environment using multiple software platforms such as Word/Excel/PowerPoint, Google Slides, and Google Docs.
- Someone who gets the job done and is flexible to work outside of core business hours when needed

**Working Conditions and Benefits**
- Starting compensation of $40,000 - $45,000 (Increment with performance)
- Comprehensive health benefit plan
- Core operating hours (10:00 am to 6:00 pm)
- Small teams that offer lots of autonomy to make impactful decisions
- A culture which fosters an atmosphere for employees to be themselves authentically
- A team-based environment with peer-to-peer learning opportunities
- Social Engagements

**Benefits**:

- Dental care
- Life insurance
- Paid time off

Schedule:

- Monday to Friday
- Weekends as needed

Work Location: In person

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