Mortgage Specialist

Pine; Canada; On-site; CAD 60,000 - 80,000; Full time

Job summary

A home financing company in Canada is seeking a Mortgage Advisor to enhance the homebuying experience. The role involves managing customer deal flow, liaising between clients and providers, and optimizing internal processes. Ideal candidates will have over 2 years of experience and a passion for exceptional service. Join a dynamic team committed to innovation in the mortgage market.

Qualifications

• 2+ years of experience in the mortgage industry.
• Licensed as a mortgage agent or broker in multiple provinces is highly desirable.
• Experience managing a diverse client portfolio.

Responsibilities

• Manage customer deal flow and prioritize files.
• Act as a liaison between underwriters, lenders, and clients.
• Work with Operations Manager to optimize strategies and processes.
• Build rapport with customers to guide them in choosing the right products.
• Ensure documentation is complete before underwriter submission.

Skills

Customer service expertise

Communication skills

Problem-solving abilities

Education

Licensed mortgage professional

Job description

At Pine, we’re revolutionizing home financing by transforming a traditionally complex and outdated process into a streamlined, efficient experience for Canadians. Through innovative technology and a team of talented, compassionate professionals, we’re making the mortgage journey simpler, faster, and better.

Our culture thrives on collaboration, ownership, and pride in our work. We’re a high-energy team that values creativity, commitment, and the power of shared ideas. Backed by North America’s leading venture capital firms, we’re on a mission to make a significant impact on the Canadian mortgage market.

About the Role

Pine is hiring a Mortgage Advisor to help in facilitating a smooth and quick homebuying experience. You'll be getting in on the ground level and playing a critical role in shaping our internal processes and customer experience.

You will interact and oversee the flow of applicants through all stages of the mortgage process. We are looking for a mortgage advisor who not only understands the procedures and various available mortgage products, but is also passionate about creating amazing borrower experiences.

What You’ll Be Doing

• 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.

Who You Are

• A 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 a passion for delivering exceptional homebuying experiences
• Eager to learn, adapt, and challenge the status quo to improve existing processes

Our Commitment to Diversity and Inclusion

We're committed to growing and empowering a more inclusive community within our company. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table.

If you need any accommodations, please inform Human Resources upon initial connection.