Mortgage Agent/Broker (Ontario)
Company:Perch
Location:Canada
Languages:English
Seniority level:Middle, 2 years
Experience:2 years
Skills:
NegotiationAccountingComplianceSales experienceLead GenerationFinancial analysis
Requirements:
Minimum 2 years of continuous experience as a licensed Mortgage Agent, Mortgage Broker, or Mortgage Advisor at a bank or credit union Originated at least $10M in mortgages in the last 12 months Demonstrated ability to self-generate most or all of your leads
Responsibilities:
Automate client pipeline nurturing and identifying opportunities Guide clients through their application step-by-step Integrate Equifax soft credit checks Automatically request documents from clients Handle compliance and FINTRAC reporting Client intake Document gathering Appraisal bookings
