Advisory agent serving Desjardins Ontario Credit Union members with financial products, accounts, transactions and digital tools. Supporting business development, fraud resolution and compliant client service.
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
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Advisory agent serving members and clients at Desjardins, North America’s largest cooperative financial group. Supporting banking transactions, digital tools, personalized solutions, and fraud referrals.
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