Mortgage Agent
- ON, Canada
- Ontario, Canada, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description Mortgage Assurance Inc is a brokerage that focuses on empowering mortgage professionals through comprehensive training and constructive support. The organization offers extensive coaching, competitive pay structures, low desk fees, and lead generation assistance to help agents accelerate their success and earnings in the mortgage industry. Team members gain access to resources and guidance designed to support long-term career growth. The culture emphasizes collaboration, professional development, and shared success between the brokerage and its agents.
Role Description The Mortgage Agent will meet with clients to assess their financial situation, explain mortgage options, and recommend suitable products. Daily responsibilities include gathering and reviewing documentation, submitting applications, and coordinating with lenders, underwriters, and other stakeholders to ensure timely approvals and closings. The role also involves prospecting and following up with leads, maintaining relationships with referral partners, and staying current with industry regulations and lender policies. The Mortgage Agent will participate in brokerage-provided training, coaching, and meetings to continuously develop skills and stay aligned with organizational goals.
Qualifications
- Knowledge of the mortgage industry, including current trends, products, and regulatory requirements.
- Experience with mortgage servicing and managing client files from application through funding.
- Strong understanding of mortgages and mortgage lending processes, including credit assessment and risk evaluation.
- Skills in mortgage marketing, lead generation, and client relationship management.
- Valid Mortgage Agent or Broker license in Ontario (or eligibility to obtain one).
- Excellent communication, negotiation, and customer service abilities.
- Proficiency with common office software and mortgage-related systems.
- Proven ability to work in a target-driven environment and manage multiple client files simultaneously.
More about this job
Responsibilities
Assess clients’ financial situations, explain mortgage options, recommend suitable products, and manage applications from documentation review through approval and closing. Generate and follow up on leads, maintain referral relationships, coordinate with lenders and other stakeholders, and participate in brokerage training and coaching.
Requirements
Requires knowledge of mortgage products, industry trends, regulations, lending processes, credit assessment, and risk evaluation, along with experience managing mortgage files from application through funding. Applicants must hold or be eligible to obtain an Ontario Mortgage Agent or Broker license and demonstrate strong communication, negotiation, customer service, software proficiency, and ability to manage multiple files in a target-driven environment.
Skills
- Mortgage Lending
- Mortgage Servicing
- Credit Assessment
- Risk Evaluation
- Mortgage Marketing
- Lead Generation
- Communication
- Negotiation
- Customer Service
- Documentation Review
- Application Processing
- Client File Management
- Regulatory Compliance
- Office Software
- Mortgage-Related Systems
Benefits
- Training
- Coaching
- Lead Generation Assistance
- Low Desk Fees
Visa sponsorship
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Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Mortgage Agent
- Mortgage Brokerage
- Mortgage Products
- Mortgage Lending
- Mortgage Servicing
- Ontario Mortgage Broker License
- Mortgage Applications
- Client Financial Assessment
- Credit Assessment
- Risk Evaluation
- Lender Policies
- Regulatory Requirements
- Documentation Review
- Application Processing
- Mortgage Funding
- Mortgage Closings
- Lead Generation
- Prospecting
- Referral Partners
- Mortgage Marketing
- Underwriters
- Client File Management
- Negotiation
- Customer Service
- Office Software
- Mortgage-Related Systems
- Target-Driven Environment
- Professional Development