Hybrid Mortgage Advisor — Grow Your Client Book

Mortgage Alliance; Toronto; Hybrid; CAD 55,000 - 90,000; Full time

Job summary

Mortgage Alliance in Mississauga, ON is seeking a full-time Mortgage Agent for a hybrid work setup that blends in-office collaboration with some remote flexibility. The agent will consult with clients to assess financial goals, explain mortgage options, and recommend suitable lending solutions.

You will gather and verify documents, submit applications, and liaise with lenders to move files to closing. You’ll maintain client relationships, nurture leads, and support renewals, refinances, and

Qualifications

• Experience in the mortgage industry and residential mortgage products.
• Knowledge of mortgage servicing processes and end-to-end file management.
• Ability to explain concepts clearly to clients.
• Familiarity with lender programs and underwriting guidelines.
• Solid skills in lead generation and building a personal book of business.

Responsibilities

• Consult with clients to assess financial goals and explain mortgage options.
• Gather and verify client documentation and submit mortgage applications.
• Liaise with lenders and track files from inquiry to closing.
• Maintain ongoing client relationships and follow up on leads.
• Support local marketing initiatives and stay updated on industry products and regulations.

Skills

Mortgage industry experience

Residential mortgages

Client relationship management

Lender guidelines knowledge

Marketing & lead generation

Ontario licensing

CRM proficiency

Strong communication

Education

Ontario mortgage license

Tools

CRM software

Office applications

Job description

Mortgage Alliance in Mississauga, ON is seeking a full-time Mortgage Agent for a hybrid work setup that blends in-office collaboration with some remote flexibility. The agent will consult with clients to assess financial goals, explain mortgage options, and recommend suitable lending solutions.

You will gather and verify documents, submit applications, and liaise with lenders to move files to closing. You’ll maintain client relationships, nurture leads, and support renewals, refinances, and