Client Experience Agent simplifying investment and personal finance support for Wealthsimple, Canada's leading fintech. Resolving complex client issues across email, chat, and phone.
About the role
- Mortgage Agent converting Alberta mortgage leads into closed transactions for Ratehub, Canada’s mortgage lead-generation company. Managing inbound leads, applications, and client experience remotely.
Responsibilities
- Take inbound leads online or by phone and convert them into closed mortgage applications
- Work with the documents fulfillment team to support mortgage applications
- Ensure a smooth mortgage application process for clients
- Provide insight and continuously improve the customer experience
- Handle customer complaints when they arise
- Maintain the Certified Mortgage Agent designation
Requirements
- 3+ years of mortgage sales experience
- Valid Mortgage License in Alberta
- Certified Mortgage Agent designation must be maintained
- Self-motivated with excellent relationship-building skills
- Proficient in using sales tools and software
- Ability to multitask and maintain strong attention to detail
- Ability to break down complex information for clients
- Resourceful and able to find answers
- Proactive and comfortable staying busy
- Positive attitude
- Strong financial aptitude
- Excellent customer service skills
Benefits
- Competitive compensation package consisting of salary and commission
- 3 weeks of paid vacation to start
- Competitive health benefits starting on day 1, funded completely by Ratehub
- Optional access to the downtown Toronto office
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Desjardins banking advisor improving member and client experiences across Chaudière - Appalaches. Advising on transactions, promoting financial products, and supporting secure digital banking.
Advisory Agent supporting Desjardins members with financial products, transactions, fraud cases, and digital tools. Delivering personalized service and promoting cooperative financial solutions in Québec.
Advisory Agent helping Desjardins members with banking transactions, digital tools, and fraud support. Promoting products and services while strengthening member relationships.
Advisory Agent supporting Desjardins credit union members with banking transactions, digital tools, and personalized financial solutions. Promoting products and ensuring compliant, secure service.
Desjardins on - site advisory agent supporting members with banking transactions, financial products, fraud assistance, and digital solutions. Building relationships and identifying personalized service opportunities.
Desjardins member experience advisor supporting clients with banking transactions, fraud assistance, and digital financial tools. Promoting cooperative financial products and personalized services in Gaspé.
Desjardins advisory agent supporting members and clients with financial products, transactions, fraud cases, and digital tools. Promoting cooperative services while delivering personalized, compliant service.
Desjardins advisory agent supporting members with transactions, financial products, fraud cases, and digital tools. Promoting cooperative financial services and personalized solutions on - site.
Desjardins advisory agent supporting members and clients with banking transactions, financial products, fraud assistance, and digital tools. On - site service role in Saint - Anselme, Lévis.