Mortgage Agent

📋 Description

• Manage inbound client leads through online and phone channels, converting to applications.
• Guide clients through the mortgage process with expert advice.
• Coordinate with internal teams to collect docs and finish applications.
• Address questions and resolve issues professionally and proactively.
• Identify opportunities to improve processes and customer journey.
• Maintain compliance and active professional designation.

🎯 Requirements

• 3+ years in mortgage sales/financial services or related field.
• Valid Mortgage Agent license in Alberta.
• Experience converting leads to mortgage transactions from inquiry to completion.
• Strong relationship-building and customer service skills.
• Ability to explain complex financial information clearly to clients.
• Proficiency with CRM systems and sales tools; detail-oriented and organized.

🎁 Benefits

• Competitive compensation with base salary and monthly commissions.
• Fully remote work with optional in-person office access.
• High-quality leads provided regularly.
• Comprehensive health benefits from day one.
• Three weeks of paid vacation to start.
• Opportunities for career growth within a leading mortgage-focused organization.