Advise Ontario homeowners and buyers on purchases, renewals, refinances and equity lending, and take each file from first call to funding.

Responsibilities

- Respond to inbound enquiries and applications from lendmax.ca, by phone and online, the same business day
- Interview clients to understand income, credit, property and goals, and collect a complete document package
- Analyse each file and use IntelliRate to compare lenders, products and total cost — not only the rate
- Present clear options, explain the trade-offs in plain language, and prepare the required disclosure
- Submit applications to lenders, negotiate conditions, and manage the file through approval and funding
- Keep the CRM current with notes, stages and next steps on every file
- Stay in touch after funding and bring clients back at renewal,



refinance or their next purchase
- Work within FSRA requirements and the brokerage's compliance, privacy and anti-money-laundering policies

Requirements

- A minimum of 2 years' experience in sales, banking or a call-centre workplace
- An active FSRA Mortgage Agent Level 1 licence or higher, held in good standing
- Comfortable on the phone all day, and able to build trust quickly
- Organised with numbers and documents; able to read a credit report, pay stub and T4
- Working knowledge of residential lending — insured, conventional, alternative and private
- Confident with technology: CRM, online applications and lender portals

📌 Mortgage Agent (Canada)
🏢 Lendmax
📍 Canada