Mortgage Funding Advisor

Lendmax Inc.; Canada; On-site; CAD 60,000 - 90,000; Full time

Job summary

Lendmax Inc. in Ontario specializes in advising homeowners on purchases, renewals, refinances, and equity lending. You will handle inquiries by phone and online, interview clients to collect pay stubs and documents, and prepare disclosures.

The ideal candidate has mortgage experience, an active FSRA Mortgage Agent Level 1 license, and comfort with technology and CRM systems. You will manage applications through funding and maintain strict privacy and compliance.

Qualifications

• Minimum 2 years in sales, banking, or a call centre environment.
• Active FSRA Mortgage Agent Level 1 licence in good standing.
• Comfortable on the phone all day and able to build trust quickly.
• Organised with numbers and documents; able to read a credit report, pay stub and T4.
• Working knowledge of residential lending — insured, conventional, alternative and private.
• Confident with technology: CRM, online applications and lender portals.

Responsibilities

• Respond to inbound enquiries and applications from lendmax.ca, by phone and online, the same business day
• Interview clients to understand income, credit, property and goals, and collect a complete document package
• Analyse each file and use IntelliRate to compare lenders, products and total cost — not only the rate
• Present clear options, explain the trade-offs in plain language, and prepare the required disclosure
• Submit applications to lenders, negotiate conditions, and manage the file through approval and funding
• Keep the CRM current with notes, stages and next steps on every file
• Stay in touch after funding and bring clients back at renewal, refinance or their next purchase
• Work within FSRA requirements and the brokerage's compliance, privacy and anti-money-laundering policies

Skills

Phone sales

Customer service

Credit reports

Lending knowledge

CRM systems

Document handling

Education

FSRA Mortgage Agent Level 1 licence

Tools

IntelliRate

Lender portals

Online applications

Job description

Lendmax Inc. in Ontario specializes in advising homeowners on purchases, renewals, refinances, and equity lending. You will handle inquiries by phone and online, interview clients to collect pay stubs and documents, and prepare disclosures.

The ideal candidate has mortgage experience, an active FSRA Mortgage Agent Level 1 license, and comfort with technology and CRM systems. You will manage applications through funding and maintain strict privacy and compliance.