Overview

Languages

English

Education

- College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year

Experience

2 years to less than 3 years

On site

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

Work setting

- Brokerage house
- Financial services industry

Responsibilities

Tasks

- Identify clients' financial goals and objectives
- Provide clients with information
- Process applications for loans and mortgages
- Maintain financial records
- Draft contracts, prepare promissory notes and draw up wills, mortgages and other legal documents
- Complete credit and loan documentation
- Provide expertise in response to clients needs

Credentials

Certificates, licences, memberships, and courses

- Mortgage Broker Provincial Licence





Experience and specialization

Computer and technology knowledge

- MS Office
- Mac OS
- Zoho CRM

Additional information

Work conditions and physical capabilities

- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail

Personal suitability

- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Organized
- Team player
- Due diligence

Benefits

Health benefits

- Dental plan
- Health care plan

Financial benefits

- Group insurance advantages

📌 mortgage underwriter (Surrey)
🏢 OPEN DOORS MORTGAGE TEAM This link will open in a new window
📍 Surrey