Senior Mortgage Advisor

Perch | Mortgages, simplified; Canada; Remote; CAD 60,000 - 100,000; Full time

Job summary

Ein innovatives Unternehmen sucht einen Senior Mortgage Advisor, der Kunden durch den Hypothekenprozess führt. In dieser Rolle nutzen Sie fortschrittliche Technologien, um maßgeschneiderte Lösungen zu empfehlen und die gesamte Erfahrung professionell zu verwalten. Sie arbeiten eng mit einem engagierten Team zusammen und profitieren von einer flexiblen Arbeitsumgebung. Wenn Sie eine Leidenschaft für den Hypothekenmarkt haben und exzellenten Kundenservice bieten möchten, ist dies die perfekte Gelegenheit für Sie. Werden Sie Teil eines dynamischen, vollständig remote arbeitenden Teams, das sich für die finanzielle Gesundheit seiner Kunden einsetzt.

Benefits

Vollständige Leistungen (einschließlich Familienplan)

Qualifications

• 5+ Jahre Erfahrung in der Hypothekenbranche mit starkem Verständnis des Marktes.
• Fließende Englischkenntnisse sind erforderlich, Französisch ist von Vorteil.

Responsibilities

• Entwicklung starker, langfristiger Beziehungen zu Kunden und Partnern.
• Beratung von Kunden zu Hypothekenlösungen von der Genehmigung bis zur Finanzierung.

Skills

5+ Jahre Erfahrung im kanadischen Hypothekenbereich

Ausgezeichnete Kommunikations- und Verhandlungsfähigkeiten

Aufmerksamkeit für Details und Kenntnisse der Compliance-Anforderungen

Fähigkeit, Aufgaben fristgerecht zu erledigen

Fließend in Englisch

Aktive Hypothekenmakler- oder -broker-Lizenz in einer kanadischen Provinz

Job description

• Position Reports Into: Head of Mortgage Advisory
• Location: Fully Remote [Canada Only]

Compensation:

• Full Benefits (including family plan)

Role Description

You will play a key role in guiding clients through the mortgage process—from initial consultation to closing. You’ll leverage your expertise and proprietary Perch technology to assess client needs, recommend appropriate products, and manage the end-to-end experience with professionalism and care. In addition to a technological advantage, we have an in-house customer success team that can amplify your impact and let you focus on the parts that matter the most.

You will not need your own book of business, you are servicing a large client base on behalf of Perch.

What You’ll Be Doing

• Develop strong, long-term relationships with clients, real estate partners, and referral sources.
• Advise clients on residential mortgage solutions tailored to their financial situations and goals from pre-approval through funding. This includes A, B and private mortgage options.
• Managing own pipeline of mortgage applications, including; document review, appraisal bookings, client outreach, etc.
• Working independently or with management to analyze and assess mortgage applications, evaluate borrowers' creditworthiness, ensure compliance with lending guidelines, and make decisions on mortgage pre-approvals
• Collaborating with our engineering, product and design to make the Perch platform even better
• Identify cross-selling opportunities such as insurance and wealth advisory to Perch partners.

Skills Required

Need to Have

• 5+ years in the Canadian mortgage space (as a lender or broker) with strong understanding of the broker mortgage market
• Exceptional communication, negotiation, and customer service skills are a must as this role is client facing.
• Attention to detail and knowledge of compliance requirements
• Ability to own tasks and complete in timely manner
• We are strong advocates for work/life balance, but this role does require some flexibility in working hours. Our clients will be in different time zones and may need assistance outside 9 to 5 Monday-Friday
• Ability to speak/read/write fluently in English
• An active mortgage agent or broker license in any Canadian province

Nice to Have

• Ability to speak/read/write fluently in French or other languages
• Strong network of real estate professionals and client referral sources

Other

What is Perch?

Perch is a digital mortgage platform dedicated to helping individuals build wealth through real estate. Whether you're a first-time homebuyer or a real estate investor, Perch offers quick mortgage pre-approvals, higher qualification amounts compared to traditional banks, instant mortgage rate quotes, and some of the most competitive interest rates in Canada. We operate as an ecosystem where we work with vetted and trusted partners such as Realtors and wealth advisors to ensure the client has a holistic plan relating to their real estate. We’ve grown to a fully remote team of 18 and have customers who have used (and loved!) our product.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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