Mortgage Agent
2 weeks ago
Key Responsibilities
Assess clients' income, credit, and financial profiles to recommend suitable mortgage solutions
Collect, review, and organize client documents for accurate, complete lender submissions
Prepare and submit mortgage applications through Velocity and lender portals
Maintain consistent communication with clients throughout the mortgage process, from application to closing
Provide timely updates, set expectations, and deliver a smooth end-to-end client experience
Stay current with lender guidelines, rates, and industry changes
Uphold professional standards and ensure compliance with regulatory requirements
Qualifications & Experience
Licensed Mortgage Agent Level 1 or Level 2 in Ontario (required)
Experience with A-lenders, B-lenders, or private lending preferred, however freshers with the right aptitude are welcome. We offer training for motivated candidates.
Strong understanding of documentation, underwriting basics, and income qualification would be a added bonus.
Excellent written and verbal communication skills
Highly organized, attentive to detail, and capable of managing multiple files independently
Customer-focused mindset with a commitment to professionalism and long-term service
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