Mortgage Broker

Job summary

Assess clients’ financial goals and credit and income information, recommend suitable mortgage solutions, and manage applications through lender coordination and closing. Educate clients on mortgage options, meet documentation and regulatory requirements, and support brokerage growth through relationship-building, networking, and marketing.

Job details

Company Description Blue Pearl Mortgage Group Inc. is a mortgage brokerage dedicated to providing trusted, tailored financing solutions for a wide range of client needs. The team focuses on understanding each customer’s financial goals, going beyond simple rate quotes to offer specialized guidance in areas such as credit repair, first-time homebuyers, private financing, construction, rental properties, and reverse mortgages. With over 40 years of combined experience, the company emphasizes integrity, deep product knowledge, and efficiency in identifying the best lending options. Blue Pearl Mortgage Group is committed to a refreshing, reliable brand and a unique approach to doing business that serves both the team and clients. The company’s mission is to help people secure the financing they deserve. Role Description This is a full-time, on-site Mortgage Broker role based in Surrey, BC. The Mortgage Broker will work directly with clients to assess financial goals, analyze credit and income information, and recommend appropriate mortgage products and lending solutions. Day-to-day responsibilities include conducting consultations, preparing and submitting mortgage applications, liaising with lenders and underwriters, and managing the financing process from initial inquiry to closing. The role also involves educating clients on mortgage options, including debt consolidation, refinancing, and specialized products, while ensuring all documentation and regulatory requirements are met. The Mortgage Broker will contribute to business development through relationship-building, networking, and mortgage marketing activities that support the growth of the brokerage. Qualifications Demonstrated expertise in mortgage brokerage and mortgage brokering practices (e.g., Mortgage Brokers, Brokerage). Strong understanding of finance and lending principles, including experience with financial analysis and loan structures (e.g., Finance, Debt Consolidation). Ability to develop and execute mortgage marketing initiatives to attract and retain clients (e.g., Mortgage Marketing). Provincial licensing or registration as a Mortgage Broker in British Columbia, or eligibility and willingness to obtain required credentials. Excellent interpersonal, negotiation, and client service skills, with the ability to explain complex financial concepts clearly. Proven ability to manage multiple files simultaneously, with strong organizational skills and attention to detail. Experience working with lenders, underwriters, and other real estate and financial professionals; prior brokerage or banking experience is an asset. Proficiency with mortgage origination software and standard office applications; comfort working with digital documentation and compliance processes. High ethical standards, integrity, and commitment to non-discriminatory, client-centered service.

What you’ll do

Assess clients’ financial goals and credit and income information, recommend suitable mortgage solutions, and manage applications through lender coordination and closing. Educate clients on mortgage options, meet documentation and regulatory requirements, and support brokerage growth through relationship-building, networking, and marketing.

Requirements

Requires mortgage brokerage expertise, knowledge of finance and lending, strong client service and negotiation skills, and the ability to manage multiple files accurately. Candidates must be licensed or eligible and willing to obtain required British Columbia credentials; experience with lenders, underwriters, mortgage software, and compliance processes is valued.

Listed skills

• Regulatory Compliance · Preferred
• Negotiation · Preferred
• Financial analysis · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Mortgage Brokerage
• Financial Analysis
• Credit Analysis
• Mortgage Product Recommendation
• Loan Structuring
• Mortgage Application Processing
• Lender Relations
• Underwriting Coordination
• Client Consultation
• Debt Consolidation
• Refinancing
• Mortgage Marketing
• Business Development
• Negotiation
• Regulatory Compliance
• File Management

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Marketing