Mortgage Agent (Leads Provided, Remote Working)

About us

Effortless Mortgage is an online mortgage broker. Our mission is to modernize the mortgage process in Canada and save time and money for consumers.

Who we are:

Effortless Mortgage is an online mortgage broker founded by industry veterans and technology pioneers. We offer competitive compensation, flexible & fun working environment, and opportunity to grow with the company.

Job Description:

If you are a motivated Mortgage Agent, underwriter or fulfillment officer looking to take your career to the next level, this is the opportunity for you! You will be provided 5-10 inbound leads a day. This is a base plus commission role - commission is based on the amount of deals closed.

We offer comprehensive deal support and you will be paired with a Fulfillment Officer to help you complete the paperwork after commitment received.

Ideally, you a Mortgage Agent license and 1-5 years of mortgage underwriting or fulfillment experience. You are passionate about helping clients and able to assess customer’s credit history, income, assets and ability to pay and recommend the best mortgage options. If you are really good at helping clients and closing the leads, you will be making similar compensation as an independent broker without the stress to constantly hunting for leads.

***NOTE*** There is a 3-months probation period so you can showcase your ability to convert leads.

Here's what you will be doing on a daily basis:

• All leads are provided. Manage 5-10 inbound leads using a state-of-art CRM system
• Provide mortgage advice to clients to help them find the best mortgage products and rates
• Assemble, organize and review application, financial information, and applicant's documents
• Build strong relationships with lenders and their adjudicators
• Effectively follow-up on applications and answer client inquires using customized digital tools.

Perks:

• Reimburse annual Mortgage Agent Licensing fee (after probation)
• You will be paired with a Fulfillment Officer to take the paper work off your plate - so you can fund more deals!
• Comprehensive training and onboarding
• Access to the latest mortgage tools that makes your life easier
• Weekly support and coaching sessions from senior mortgage brokers
• This role is completely virtual with flexible hours

Qualifications:

• Mortgage Agent license.
• Minimum 2 years’ experience with mortgage lending preferred.
• Strong sales and customer service skills.
• A strong understanding of residential mortgage products.
• Able to prioritize and handle multiple tasks in a time sensitive manner. Perform well in a busy operation and remain calm under pressure.
• Excellent written and verbal communication skills.
• Strong interpersonal, organizational and time management skills.

Compensation:

• 3 Months Probation
• Base salary
• Commission can be up to $70,000 - $80,000 based on performance

Job Type: Full-time

Salary: $65,000.00-$97,000.00 per year

Benefits:

• Company events
• Flexible schedule
• Paid time off
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Experience:

• Mortgage Agent: 2 years (required)

Licence/Certification:

• Mortgage Agent License (required)

Work Location: In person

Expected start date: 2024-04-15