Mortgage Associate
The role involves supporting mortgage-related activities by addressing client inquiries and gathering necessary financial information. Associates are responsible for explaining mortgage concepts and negotiating terms to ensure client satisfaction and compliance.
- Remote
- Alberta, Canada, Saskatchewan, Canada
- Posted Aug 21, 2026
- 1 position
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Job summary
Company Description: JP Mortgage Solutions is a mortgage-focused organization dedicated to helping individuals and families understand and navigate the home financing process. The company provides information, guidance, and support related to mortgage options, lending practices, and market trends. Role Description: We are looking for passionate, results-driven Independent Mortgage Associates to become part of our growing team. The Mortgage Associate role is a remote position focused on supporting mortgage-related activities and client interactions. Day-to-day tasks may include assisting with basic mortgage inquiries, gathering and organizing client information, and helping explain general mortgage concepts and processes. Requirements: Must hold a valid Mortgage License in Alberta (AB) and/or Saskatchewan (SK) Job Types: Casual, Freelance Work Location: Remote Responsibilities · Provide outstanding customer service by addressing inquiries and resolving issues promptly. · Assist clients with financial transactions, ensuring accuracy and compliance with company policies. · Communicate effectively with customers in both English and any additional languages as needed. · Negotiate terms and conditions with clients to foster positive relationships and ensure satisfaction. · Collaborate with team members to achieve operational goals and enhance overall service delivery. · Maintain a clean and organized workspace to promote efficiency and professionalism. Skills · Strong background in financial services is preferred. · Proven customer service experience with the ability to handle inquiries professionally. · Effective negotiation skills to facilitate client interactions successfully. · Strong mathematical skills for handling financial calculations accurately. · Ability to work collaboratively within a team while maintaining individual accountability. Join us as a Mortgage Associate and work for yourself as self-employed.
What you’ll do
The role involves supporting mortgage-related activities by addressing client inquiries and gathering necessary financial information. Associates are responsible for explaining mortgage concepts and negotiating terms to ensure client satisfaction and compliance.
Requirements
Candidates must hold a valid Mortgage License in Alberta (AB) and/or Saskatchewan (SK). A strong background in financial services and proven customer service experience are preferred.
Listed skills
- Customer servicePreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Services
- Customer Service
- Negotiation
- Mathematical Skills
- Client Relationship Management
- Mortgage Processing
- Financial Calculations
- Collaboration
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support
Additional details
- Minimum education
- Professional degree
- Minimum experience
- 0+ years
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Entry level
- Application method
- Direct apply is available
