Mortgage Advisor: Transform the Homebuying Experience

Pine; Canada; On-site; CAD 65,000 - 95,000; Full time

Job summary

Pine is seeking a Mortgage Advisor to facilitate a smooth and quick homebuying journey for Canadians, helping to streamline the mortgage process and shape internal processes and customer experiences.

You will interact with and oversee the flow of applicants through all stages of the mortgage process, building rapport with clients, and ensuring documentation is complete before submission to underwriting. A licensed mortgage professional with multi-provincial eligibility is highly desirable.

Qualifications

• Licensed mortgage professional with 2+ years of experience in the industry.
• Licensed as a mortgage agent or broker in multiple provinces (highly desirable).
• Proven experience managing a large and diverse client portfolio.
• Customer-obsessed with delivering exceptional homebuying experiences.

Responsibilities

• Manage customer deal flow, while ensuring prioritization of files in progress.
• Act as a liaison between underwriter, lender and clients.
• Work with Operations Manager to develop strategies for increasing conversion and building efficient processes to maximize volume.
• Work directly with customer to build rapport and to help them in determining the right product for their needs based on your professional discretion,
• Ensure all required documentation is procured and reviewed prior to underwriter submission.

Skills

Customer-focused

Relationship-building

Communication skills

Adaptability

Education

Licensed mortgage agent or broker (multi-prov provinces)

Job description

Pine is seeking a Mortgage Advisor to facilitate a smooth and quick homebuying journey for Canadians, helping to streamline the mortgage process and shape internal processes and customer experiences.

You will interact with and oversee the flow of applicants through all stages of the mortgage process, building rapport with clients, and ensuring documentation is complete before submission to underwriting. A licensed mortgage professional with multi-provincial eligibility is highly desirable.