Associate Mortgage Broker (NS)

P
PerchMortgage Brokerage
CanadaFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
English
Experience
2+ years
Required Skills
NegotiationAccountingComplianceLead GenerationClient relationship managementSales experience

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 Associate Mortgage Broker
  • Minimum of 2 years of continuous experience as a Mortgage Advisor at a bank or credit union

Responsibilities

  • Automate 70% of workflow
  • Eliminate underwriting
  • Focus on building relationships and closing deals
  • Nurture client pipeline and identify new opportunities
  • Guide clients through applications
  • Integrate Equifax soft credit checks
  • Automatically request documents from clients
  • Handle compliance and FINTRAC reporting
  • Support client intake, document gathering, and appraisal bookings
  • Provide status updates to referral partners
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