Mortgage Agent

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

Company Description

Mortgage Alliance is an independent team of licensed mortgage professionals serving more than 40,000 Canadians annually with mortgage solutions and related financial products. With a presence in every province, the organization focuses on delivering strong service, competitive rates, and tailored mortgage options. Mortgage Alliance’s national growth is driven by entrepreneurial team members who are dedicated to working for customers, not lenders. Guided by a Five Diamond philosophy—enthusiastic, approachable, empathetic, sincere, and accountable—the company strives to offer unbiased mortgage advice and a simple, convenient financing experience. Its mission is to build a trusted brand that helps Canadians understand their choices when securing a mortgage.

Role Description

This full-time Mortgage Agent role is based in Mississauga, ON and follows a hybrid work model, combining in-office collaboration with some work-from-home flexibility. The Mortgage Agent will consult with clients to assess their financial goals, explain mortgage options, and recommend suitable lending solutions. Daily responsibilities include gathering and verifying client documentation, submitting mortgage applications, liaising with lenders, and tracking files from initial inquiry through to closing. The role also involves maintaining ongoing client relationships, following up on leads, and supporting clients with renewals, refinances, and mortgage transfers. The Mortgage Agent will collaborate with internal colleagues, participate in local marketing initiatives, and stay current on industry products, rates, and regulatory requirements.

Qualifications

• Experience in the mortgage industry, with a strong understanding of residential mortgages and related financial products.
• Knowledge of mortgage servicing processes, including documentation, compliance, and end-to-end file management.
• Familiarity with mortgage lending practices, underwriting guidelines, and lender programs.
• Skills in mortgage marketing, lead generation, and building a personal book of business.
• Valid mortgage agent or broker license in Ontario, or eligibility and willingness to obtain required licensing.
• Strong client relationship and communication skills, with the ability to explain complex concepts in clear, accessible language.
• Proficiency with digital tools, CRM systems, and basic office software to manage client information and workflows.
• High level of integrity, accountability, and commitment to providing unbiased, client-focused advice.
• Self-motivated and organized, able to manage multiple files and timelines in a hybrid work environment.
• Previous experience in financial services, banking, or real estate is an asset.