Mortgage Representative (Current Mortgage Professional)

P
PerchMortgage Brokerage
CanadaFull-TimeSenior
Salary not disclosed
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Job Details

Languages
English
Experience
2+ years
Required Skills
NegotiationComplianceLead GenerationAccount ManagementClient relationship managementSales experienceCRM

Requirements

  • Originated at least $10M in mortgages in the last 12 months
  • Demonstrated ability to self-generate most or all leads
  • Minimum of 2 years of continuous experience as a licensed Mortgage Agent, Mortgage Broker, or Mortgage Advisor at a bank/credit union

Responsibilities

  • Focus on building relationships and closing deals
  • Leverage technology to automate 70% of workflow
  • Automate client pipeline nurturing and opportunity identification
  • Guide clients through applications
  • Integrate Equifax soft credit checks
  • Handle compliance and FINTRAC reporting
  • Support client intake, document gathering, and appraisal bookings
  • Keep referral partners informed of status updates
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