Alberta Mortgage Specialist — End-to-End Lending & Closings

Lendmax Inc.; Alberta; Vor Ort; CAD 60.000 - 90.000; Vollzeit

Zusammenfassung

Lendmax Inc. in Alberta seeks an experienced mortgage professional to lead client files from first conversation to funding. You will assess income, credit and goals, and structure tailored solutions using the lender network.

Responsibilities include presenting clear RECA disclosures, negotiating with lenders, and maintaining CRM accuracy while building referral relationships. You will work within RECA rules and brokerage compliance to close deals.

Qualifikationen

• Minimum 2 years of sales, banking, or call-centre experience.
• Active RECA mortgage licence in good standing.
• Track record closing residential mortgage files or strong sales results.
• Knowledge of Alberta lending, including foreclosure impact.
• Clear, honest communication with clients and lenders.
• Comfort with technology: CRM and lender portals.

Aufgaben

• Own Alberta client files end to end from initial conversation to funding.
• Assess income, credit, property and goals to structure solutions.
• Compare options across banks, monolines, credit unions and private lenders.
• Prepare RECA disclosures and explain them clearly.
• Submit and negotiate files with lenders and manage closing conditions.
• Build referral relationships with realtors, builders, accountants and financial planners.
• Maintain an accurate CRM on every file.
• Follow RECA rules and compliance policies.

Kenntnisse

Sales experience

Banking experience

Call-centre experience

Communication skills

Tech savviness

Tools

CRM software

Lender portals

Jobbeschreibung

Lendmax Inc. in Alberta seeks an experienced mortgage professional to lead client files from first conversation to funding. You will assess income, credit and goals, and structure tailored solutions using the lender network.

Responsibilities include presenting clear RECA disclosures, negotiating with lenders, and maintaining CRM accuracy while building referral relationships. You will work within RECA rules and brokerage compliance to close deals.