Senior Mortgage Agent: Flexible Hours & High Earnings

Rebel Mortgage Ltd; California; Hybrid; USD 67,000 - 193,000; Full time

Benefits offered by this job

Corporate discounts

VericoUniversity training

In-house broker support

Job summary

Rebel Mortgage is seeking a Mortgage Agent Level 2 to expand residential mortgage business through referrals and online channels. You will grow the client base by collaborating with real estate agents, lawyers, financial advisors, and influencers, while leveraging strong mentorship and training.

The role emphasizes autonomy, diverse daily tasks, and the opportunity to lead workshops or marketing initiatives, with flexible hours and weekend availability.

Qualifications

• 3+ years of sales experience, preferably banking.
• Mortgage underwriting experience with a private lender, bank, or Alt-A/B lender.
• Solid knowledge of mortgage lending practices and underwriting principles.
• Effective communication with lenders, agents, and clients.
• Ability to work independently and manage multiple tasks; CRM updates.
• Proficient with Finmo, Filogix, CRM, Outlook, OneDrive, Excel.
• Attention to detail and accuracy in documents.
• Valid work permit for Canada.

Responsibilities

• Advise clients to meet their financial goals.
• Process mortgage applications and perform credit checks and underwriting requirements.
• Ensure applications meet compliance and lender policies.
• Perform due diligence on underwriting documentation.
• Review Signature and Compliance packages.
• Coordinate with clients' lawyers and appraisers to close deals.
• Stay updated with processing requirements and submission steps.
• Collaborate with lenders, brokers, and agents within the brokerage.

Skills

Sales experience

Mortgage underwriting

Mortgage lending knowledge

Communication

CRM proficiency

Multitasking

Technology tools

Tools

Finmo

Filogix

CRM

Outlook

OneDrive

Excel

Job description

Rebel Mortgage is seeking a Mortgage Agent Level 2 to expand residential mortgage business through referrals and online channels. You will grow the client base by collaborating with real estate agents, lawyers, financial advisors, and influencers, while leveraging strong mentorship and training.

The role emphasizes autonomy, diverse daily tasks, and the opportunity to lead workshops or marketing initiatives, with flexible hours and weekend availability.