mortgage underwriter

Government of Canada; Brampton; On-site; CAD 45,000 - 60,000; Full time

Job summary

A governmental organization in Brampton is seeking a Financial Planner to assist clients with their financial goals. This role involves analyzing financial records, developing plans, and ensuring compliance with regulations. Applicants should possess a secondary school graduation certificate and have a Mortgage Broker Provincial Licence. The position requires onsite work with no remote options.

Qualifications

• Experience understanding financial documents and records.
• Ability to negotiate mortgage loans effectively.
• Familiar with compliance regulations in financial services.

Responsibilities

• Identify clients' financial goals and objectives.
• Analyze clients' financial records.
• Develop financial plans for clients.
• Review and examine financial services for compliance.

Skills

Financial analysis

Client relationship management

Negotiation skills

Regulatory compliance

Education

Secondary (high) school graduation certificate

Mortgage Broker Provincial Licence

Job description

Overview

Languages: English

Education

• Secondary (high) school graduation certificate

Experience

1 to less than 7 months

On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
• Assist in the planning and execution of financial statement audits
• Maintain accurate records
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Analyze financial documents and reports
• Evaluate financial risk

Credentials

• Mortgage Broker Provincial Licence