Job Overview
We are seeking a dedicated and professional Mortgage Agent to join our dynamic financial services team. The ideal candidate will assist clients in securing mortgage financing, providing expert guidance throughout the loan process. This role requires excellent communication skills, a strong understanding of financial products, and the ability to build lasting client relationships. As a Mortgage Agent, you will play a vital role in helping clients achieve their homeownership goals while ensuring compliance with industry standards and regulations.

Responsibilities
Assist clients in understanding mortgage options and guiding them through the application process
Evaluate client financial information to determine suitable mortgage products
Negotiate terms and conditions with lenders on behalf of clients to secure favorable agreements
Maintain up-to-date knowledge of market trends, lending policies, and regulatory requirements
Prepare and review all necessary documentation for mortgage approval
Provide exceptional customer service by addressing client inquiries promptly and professionally
Manage cash flow and ensure accurate record-keeping of transactions and client data
Collaborate with real estate agents, lenders, and other stakeholders to facilitate smooth transactions




Use Microsoft Excel and other tools to track applications, deadlines, and client information efficiently

Requirements
Strong communication and negotiation skills to effectively liaise with clients and lenders
Experience in customer service within financial services or related fields is preferred
Knowledge of mortgage products, financial analysis, and cash management principles
Ability to work with Microsoft Excel for data organization and reporting purposes
Excellent math skills for assessing financial documents and calculations
Multilingual or bilingual abilities are considered an asset for serving diverse clientele
Demonstrated ability to handle sensitive information with confidentiality and professionalism
Licensed as a mortgage Broker in Alberta (RECA)

This position offers an exciting opportunity for motivated individuals passionate about finance and customer service. We welcome applicants who are eager to grow their career within a supportive team setting.

Job Types: Full time, Permanent

Pay: Up to $250,000.00 per year

Perks:
Casual dress
Company events
Flexible schedule
Work from home

Work Location: Remote

📌 Full Time Reca Licensed Mortgage Agent Edmonton
🏢 Haystax Mortgage Prime
📍 Edmonton