Mortgage Agent

Job summary

Assess clients’ financial situations, explain mortgage options, recommend suitable products, and manage applications from documentation review through approval and closing. Generate and follow up on leads, maintain referral relationships, coordinate with lenders and other stakeholders, and participate in brokerage training and coaching.

Job details

Company Description Mortgage Assurance Inc is a brokerage that focuses on empowering mortgage professionals through comprehensive training and constructive support. The organization offers extensive coaching, competitive pay structures, low desk fees, and lead generation assistance to help agents accelerate their success and earnings in the mortgage industry. Team members gain access to resources and guidance designed to support long-term career growth. The culture emphasizes collaboration, professional development, and shared success between the brokerage and its agents. Role Description The Mortgage Agent will meet with clients to assess their financial situation, explain mortgage options, and recommend suitable products. Daily responsibilities include gathering and reviewing documentation, submitting applications, and coordinating with lenders, underwriters, and other stakeholders to ensure timely approvals and closings. The role also involves prospecting and following up with leads, maintaining relationships with referral partners, and staying current with industry regulations and lender policies. The Mortgage Agent will participate in brokerage-provided training, coaching, and meetings to continuously develop skills and stay aligned with organizational goals. Qualifications Knowledge of the mortgage industry, including current trends, products, and regulatory requirements. Experience with mortgage servicing and managing client files from application through funding. Strong understanding of mortgages and mortgage lending processes, including credit assessment and risk evaluation. Skills in mortgage marketing, lead generation, and client relationship management. Valid Mortgage Agent or Broker license in Ontario (or eligibility to obtain one). Excellent communication, negotiation, and customer service abilities. Proficiency with common office software and mortgage-related systems. Proven ability to work in a target-driven environment and manage multiple client files simultaneously.

What you’ll do

Assess clients’ financial situations, explain mortgage options, recommend suitable products, and manage applications from documentation review through approval and closing. Generate and follow up on leads, maintain referral relationships, coordinate with lenders and other stakeholders, and participate in brokerage training and coaching.

Requirements

Requires knowledge of mortgage products, industry trends, regulations, lending processes, credit assessment, and risk evaluation, along with experience managing mortgage files from application through funding. Applicants must hold or be eligible to obtain an Ontario Mortgage Agent or Broker license and demonstrate strong communication, negotiation, customer service, software proficiency, and ability to manage multiple files in a target-driven environment.

Benefits

• Training
• Coaching
• Lead Generation Assistance
• Low Desk Fees

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Mortgage Lending
• Mortgage Servicing
• Credit Assessment
• Risk Evaluation
• Mortgage Marketing
• Lead Generation
• Client Relationship Management
• Communication
• Negotiation
• Customer Service
• Documentation Review
• Application Processing
• Client File Management
• Regulatory Compliance
• Office Software
• Mortgage-Related Systems

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support