Mortgage Broker Support Specialist

Job Description

Role Focus

Providing phone and email support to Mortgage Brokers, assisting with broker onboarding, managing shared inboxes, and resolving day-to-day inquiries related to Mortgage Creditor Insurance.

Key Responsibilities

• Provide phone and email support to Mortgage Brokers.
• Assist with broker onboarding and profile setup.
• Monitor and manage the shared inbox, ensuring timely responses and follow-ups.
• Address broker inquiries related to Mortgage Creditor Insurance and broker communications.
• Follow up on outstanding issues and help resolve problems.
• Support the team with data entry, administrative tasks, and day-to-day sales support.

Must-Have Requirements

• Mortgage or Insurance Broker Support experience – preferred and key to the requirement.
• Strong problem-solving and follow-up skills.
• Good communication and customer service abilities.
• Strong data entry and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Team player who can also work independently.

Candidate Profile

• Experience: 0–2 years of relevant experience.
• Entry-level opportunity; prioritize candidates with relevant mortgage, insurance, or broker support exposure.
• French/English bilingualism is an asset, not mandatory.
• MS Office proficiency; CRM exposure (Salesforce) is beneficial.

Work Arrangement

• Hybrid schedule with fluctuating in-office days.
• Candidates must be comfortable travelling to the Waterloo office as required.
• A dedicated, quiet home workspace and reliable high-speed internet are necessary.

The expected base salary range for this position is $25 – $30 per hour, depending on experience, skills, and internal equity.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.

For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.