mortgage underwriter

Sahara Capital Group Inc.; Brampton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Brampton is seeking a motivated financial adviser to help clients identify their financial goals, analyze records, and develop tailored financial plans. Responsibilities include mortgage negotiation and ensuring compliance with regulations. A secondary school graduation certificate and a Mortgage Broker Provincial Licence are required, with a focus on accuracy and client satisfaction.

Qualifications

• Mortgage Broker Provincial Licence required.
• 1 to less than 7 months of experience preferred.
• Fluent in English is essential.

Responsibilities

• Identify clients' financial goals and objectives.
• Analyze clients' financial records.
• Develop financial plans for clients.
• Negotiate and apply for mortgage loans.
• Maintain accurate records and ensure compliance.

Skills

Client financial goal identification

Financial record analysis

Financial planning development

Compliance review

Loan negotiation skills

Financial statement audit planning

Accurate record maintenance

Accounting standards adherence

Financial document evaluation

Financial risk analysis

Education

Secondary (high) school graduation certificate

Job description

Education

• Secondary (high) school graduation certificate

Tasks

• 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

Certificates, licences, memberships, and courses

• Mortgage Broker Provincial Licence

Experience

• 1 to less than 7 months
• Durée de l\'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 30 to 40 hours per week