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Mortgage Agent

  • Waterloo, ON, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

Company Description

As a proud member of M3 Mortgage Group - the #1 non-bank mortgage originator in Canada - we partner with over 50 lenders nationwide to deliver competitive solutions tailored to each client’s needs. Guided by our philosophy, “Technology Driven, Customer Obsessed,” we empower our agents with the tools, support, and flexibility needed to succeed.

About the Role

We are seeking a motivated and client-focused Mortgage Agent to join our growing team in Waterloo, Ontario. This is a full-time hybrid role, offering flexibility to work both remotely and in-office.

In this role, you will work closely with clients to assess their financial situations and guide them toward the most suitable mortgage solutions. You will also build strong relationships with lenders, manage mortgage applications, and stay up to date with market trends.

Key Responsibilities

  • Consult with clients to understand their financial goals and mortgage needs
  • Analyze applications and recommend suitable mortgage products
  • Manage mortgage files from application to closing
  • Maintain strong relationships with lenders and industry partners
  • Provide ongoing support and exceptional customer service
  • Stay informed on market trends, rates, and lending guidelines

Qualifications

  • Experience in the mortgage or financial services industry
  • Knowledge of mortgage lending, servicing, and underwriting fundamentals
  • Strong communication and interpersonal skills
  • Proven ability to build and maintain client relationships
  • Analytical mindset with solid problem-solving skills
  • Comfortable using mortgage software and CRM tools
  • Self-motivated and able to thrive in a hybrid/independent environment
  • Valid Ontario Mortgage Agent license (required)

Why Join Us

  • Access to 50+ lenders and a wide range of products
  • Strong brand recognition and industry credibility
  • Ongoing training, mentorship, and team support
  • Flexible hybrid work environment
  • Opportunity to grow within a high-performing team

If you’re looking to grow your career with a reputable brokerage and be part of a results-driven, supportive team, we’d love to hear from you.

  • Apply today and take your mortgage career to the next level.
More about this job

Responsibilities

Consult with clients to assess their financial goals and mortgage needs, analyze applications, and recommend suitable mortgage products. Manage mortgage files through closing, maintain lender and industry relationships, provide ongoing customer support, and stay current on market trends, rates, and lending guidelines.

Requirements

Experience in the mortgage or financial services industry, knowledge of mortgage lending, servicing, and underwriting fundamentals, and strong communication, relationship-building, analytical, and problem-solving skills are required. Candidates must hold a valid Ontario Mortgage Agent license and be comfortable using mortgage software and CRM tools in a hybrid, independent work environment.

Skills

  • Mortgage Lending
  • Mortgage Servicing
  • Mortgage Underwriting
  • Client Consultation
  • Financial Analysis
  • Customer Service
  • Communication
  • Interpersonal Skills
  • Client Relationship Building
  • Problem-Solving
  • Mortgage Software
  • CRM Tools
  • Market Trend Analysis

Benefits

  • Ongoing Training
  • Mentorship
  • Team Support
  • Flexible Hybrid Work Environment

Visa sponsorship

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Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support

Keywords

  • Mortgage Agent
  • Mortgage Lending
  • Mortgage Servicing
  • Mortgage Underwriting
  • Mortgage Applications
  • Mortgage Products
  • Mortgage Files
  • Lenders
  • Financial Services
  • Client Consultation
  • Financial Goals
  • Customer Service
  • Client Relationships
  • Lender Relationships
  • Mortgage Software
  • CRM Tools
  • Market Trends
  • Interest Rates
  • Lending Guidelines
  • Hybrid Work

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