About the Role
Marlon Fernando is an Ontario mortgage broker seeking a proactive, organized Mortgage Assistant. The role supports the broker from a client’s first contact through funding and beyond. The role lets the broker focus on client conversations and decisions while you drive outreach, follow-up and file preparation. You will reach out to leads, clients and referral partners without waiting to be asked, and keep every file moving. If you have supported a mortgage specialist or broker at a bank or brokerage, this role will feel familiar. This is a remote, full-time position reporting directly to the broker. Responsibilities Proactive Outreach
- Contact new leads promptly and book them into the broker’s calendar for discovery calls
- Follow up with clients after their discovery call to keep the next step moving
- Maintain regular contact with pre-qualified clients so they stay engaged until they are ready to proceed
- Reach out to past clients ahead of renewals and on a regular schedule to support future refinances and referrals File Preparation
- Send document checklists and follow up until all outstanding items are received
- Enter and maintain client and deal information in our origination and CRM platforms.
- Prepare mortgage applications in the origination platform for the broker’s review
- Work with the senior underwriter (internal) to prepare lender options for the broker’s review Partner Support
- Schedule regular meetings with realtors and referral partners
- Support outreach campaigns to identify new referral partners alongside the broker




- Conduct ongoing check-ins with existing partners to keep relationships active Service Quality and Post-Funding Care
- Keep clients informed while their file is in progress, and maintain service standards throughout
- Check in after funding to confirm clients are settled and their questions are answered
- Ensure clients know who to contact about their mortgage after closing
- Request a Google review after closing and track which clients have responded Scope of the Role This is a support role focused on outreach and client and partner relationships. You will not advise clients, present mortgage options, or select lenders. Those responsibilities remain with the broker and the senior underwriter. Hours Core hours are 9:00 a.m. to 5:00 p.m. Eastern, Monday to Friday. Occasional flexibility is required based on file volume. Equipment and Work from home Requirements The employer provides a desktop computer and a business phone for business use. You will handle confidential client information, so the following are conditions of employment:
- A dedicated, fixed and private workspace in your Ontario residence, where client information cannot be seen or overheard by others
- A secure, password-protected high-speed internet connection
- Use of employer-provided equipment for all client and brokerage work
- Compliance with brokerage privacy,



data security and record-keeping policies
- Consent to periodic compliance reviews of your workspace, equipment and records by the brokerage Licensing An FSRA mortgage agent level 1 or 2, licence is preferred. Licensed candidates will have their licence transferred to Mortgage Alliance, and licensing costs will be reimbursed by the employer. Candidates without a licence but with relevant mortgage or financial services experience will be considered. Qualifications
- A demonstrated aptitude for proactive outreach, with comfort making outbound calls and follow-ups daily
- Experience supporting a mortgage specialist, broker or lending team at a bank or brokerage is an asset
- Strong written and verbal communication skills
- Accurate data entry in origination and CRM platforms
- Working knowledge of CRM's, mortgage origination platforms and Google Workspace.
- Ability to act independently and promptly on direction received by email, phone, text or chat
- Ability to manage approximately thirty open files at once with consistent follow-through

How to Apply
Send your résumé and a short cover note via indeed. In your note, describe one example of how you proactively followed up with a client or contact to move something forward. Applications are reviewed on a rolling basis.

Job Type
s: Full-time, Permanent Pay: $45,000.00-$55,000.00 per year

Benefits:
- Casual dress
- Company events
- Paid time off
- Work from home

Experience:
- Mortgage Assistant: 2 years (required) Licence/Certification:
- Mortgage Agent License (preferred) Work

Location:
Remote

📌 Mortgage Assistant (Mississauga)
🏢 Mortgage Fernando / 2434089 Ontario
📍 Mississauga