Mortgage Agent

Job summary

Assess clients’ financing needs, analyze financial information, recommend suitable mortgage products, and prepare applications. Coordinate with lenders and stakeholders, manage files through approval and funding, ensure compliance, maintain client relationships, and support marketing initiatives.

Job details

Company Description Orbis Mortgage Group / Groupe Hypothécaire Orbis is a premiere mortgage agency in Canada, focused on delivering flexible financing solutions tailored to diverse client needs. The organization specializes in simplifying the mortgage process to help clients save time and money while finding the right lending options. Operating with a customer-centric approach, Orbis emphasizes clear guidance and streamlined services throughout every step of the mortgage journey. The team is committed to professional, reliable support for clients seeking residential or investment financing. Role Description The Mortgage Agent role is a full-time, on-site position based in Mont-Royal, QC. The Mortgage Agent will meet with clients to assess their financing needs, gather and analyze financial information, and recommend suitable mortgage products. Daily responsibilities include preparing applications, liaising with lenders, tracking files through approval and funding, and ensuring compliance with regulatory and company standards. The role also involves maintaining strong relationships with clients, real estate partners, and other stakeholders, as well as supporting marketing initiatives to grow the client base. The Mortgage Agent is expected to provide clear, professional guidance to clients and contribute to a collaborative team environment. Qualifications Strong knowledge of the mortgage industry, including current market trends and regulatory requirements. Experience with mortgage servicing and end-to-end file management from application to funding. Expertise in mortgages and mortgage lending, including product comparison and suitability assessment. Skills in mortgage marketing, with the ability to attract and retain clients through networking and outreach. Relevant provincial licensing or accreditation to act as a Mortgage Agent in Quebec, or eligibility to obtain it. Excellent communication, negotiation, and interpersonal skills in client-facing environments. Strong attention to detail, analytical skills, and ability to handle multiple files simultaneously. Proficiency with mortgage software and standard office tools; bilingual French/English communication is an asset.

What you’ll do

Assess clients’ financing needs, analyze financial information, recommend suitable mortgage products, and prepare applications. Coordinate with lenders and stakeholders, manage files through approval and funding, ensure compliance, maintain client relationships, and support marketing initiatives.

Requirements

Requires mortgage industry knowledge, experience managing mortgage files from application through funding, and expertise in lending products and suitability assessment. Applicants need relevant Quebec licensing or eligibility to obtain it, strong client-facing communication and analytical skills, and proficiency with mortgage software; French-English communication is an asset.

Listed skills

• Regulatory Compliance · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Multitasking · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Mortgage Industry Knowledge
• Mortgage Servicing
• End-to-End File Management
• Mortgage Product Comparison
• Suitability Assessment
• Mortgage Marketing
• Client Networking
• Communication
• Negotiation
• Interpersonal Skills
• Attention to Detail
• Analytical Skills
• Multitasking
• Mortgage Software
• Regulatory Compliance
• French-English Communication

Job areas

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