Mortgage Agent

FIN Mortgage; Toronto; Hybrid; CAD 55,000 - 85,000; Full time

Job summary

FIN Mortgage in Scarborough, ON, is seeking a Mortgage Agent for a full-time hybrid role. You will meet clients in person or virtually, assess financing needs, and guide them through loan applications, approvals, and closings.

You will collect and review documents, collaborate with lenders and partners, and uphold regulatory standards. The role also involves supporting marketing activities and maintaining client relationships with ethical service.

Qualifications

• Experience in mortgage industry with knowledge of current regulations, products, and market trends.
• Ability to assess client eligibility, structure deals, and manage files through funding.
• Understanding of mortgages and mortgage marketing, including generating leads, nurturing client relationships, and explaining complex concepts clearly.
• Valid mortgage agent or broker license (or eligibility to obtain one) in Ontario.

Responsibilities

• Meet clients in person and virtually to assess financing needs and recommend suitable mortgage products.
• Collect and review documentation, liaise with lenders and partners, and ensure regulatory compliance.
• Support mortgage marketing activities, follow up on leads, and educate clients through content.

Skills

Mortgage industry experience

Mortgage lending

Mortgage servicing

Ontario license or eligibility

Hybrid work environment

Strong communication skills

CRM systems

Attention to detail & ethics

Tools

CRM systems

Document management software

Job description

Company Description

FIN Mortgage is dedicated to simplifying the mortgage experience for individuals at every stage of homeownership, from first-time buyers to those refinancing or renewing. The team provides personalized guidance and tailored financing solutions, helping clients understand their options and make confident decisions. FIN Mortgage focuses on clear communication, practical advice, and up-to-date market insights to support an easier mortgage journey. By combining professional expertise with client-centered service, the company aims to help clients fund their future with confidence.

Role Description

The Mortgage Agent role at FIN Mortgage is a full-time hybrid position based in Scarborough, ON, with flexibility for some work-from-home days. In this role, the Mortgage Agent will help clients assess their financing needs, recommend suitable mortgage products, and guide them through the application, approval, and closing process. Daily responsibilities include meeting with clients (in person and virtually), collecting and reviewing documentation, liaising with lenders and other partners, and ensuring compliance with regulatory and company standards. The Mortgage Agent will also support mortgage marketing activities, such as following up on leads, maintaining client relationships, and contributing to educational content that supports clients' mortgage decisions. This role requires a focus on accurate information, ethical practices, and a strong commitment to client service.

Qualifications

• Experience in the mortgage industry, with knowledge of current regulations, products, and market trends.
• Skills in mortgage lending and mortgage servicing, including assessing client eligibility, structuring deals, and managing files through funding.
• Understanding of mortgages and mortgage marketing, including generating leads, nurturing client relationships, and explaining complex concepts clearly.
• Valid mortgage agent or broker license (or eligibility to obtain one) in Ontario.
• Strong communication and interpersonal skills, with the ability to work effectively in a hybrid environment and collaborate with clients and team members.
• Attention to detail, high ethical standards, and strong organizational skills to manage multiple client files and deadlines.
• Comfort with digital tools and CRM systems; prior experience in financial services or real estate is an asset.