At Mission35 Mortgages, our purpose is to make dreams a reality through residential mortgages while delivering a 5-star client experience.
We are a team within Mission 35 looking for a motivated, results-driven Mortgage Agent to join our growing team. We value positivity, growth, accountability, urgency, and teamwork. Our team believes in putting service over stress, finding solutions, and creating an exceptional experience for every client.
If you are passionate about helping people achieve their homeownership goals, thrive in a fast-paced environment, and enjoy being part of a supportive, high-performing team, we would love to hear from you!
POSITION OVERVIEW
The Mortgage Agent – Level 1 is responsible for managing the full mortgage process, from initial client contact through application, approval, funding, and post-closing follow-up.
This role requires someone who is proactive, organized, client-focused, and comfortable managing multiple mortgage files while meeting production goals and maintaining exceptional service standards.
The Mortgage Agent is responsible for building strong client relationships, identifying mortgage solutions, and ensuring files progress efficiently from start to finish.
CLIENT RELATIONSHIPS & LEAD MANAGEMENT
- Respond to all new leads within 10 minutes of assignment or receipt.
- Conduct client discovery conversations to understand mortgage needs, financial goals, and available lending options.
- Build robust relationships with clients and provide guidance throughout the mortgage process.
- Maintain consistent communication and follow-up with clients, ensuring a positive and stress-free experience.
- Complete 50 outbound database calls weekly to maintain relationships, identify opportunities, and support business growth.
MORTGAGE FILE MANAGEMENT
- Manage mortgage applications from initial discovery through funding and completion.
- Collect and review required client documentation.
- Analyze mortgage applications and determine suitable lending solutions.
- Prepare and submit applications to lenders.
- Manage lender conditions, approvals, outstanding documentation, and client communication.
- Coordinate with lenders, appraisers, lawyers, and other parties involved in the mortgage process.
- Ensure mortgage files are accurate, organized, and compliant with all required policies and procedures.
- Take full ownership of assigned mortgage files through closing.
PRODUCTION & PERFORMANCE EXPECTATIONS
- Consistently work toward achieving a minimum production target of 6 funded mortgage deals per month or the applicable gross commission income target.
- Proactively manage leads, applications, and active mortgage opportunities.
- Maintain an organized pipeline and ensure timely follow-up on all outstanding items.
- Participate in daily deal meetings and collaborate with the team to overcome challenges and keep files moving forward.
- Take accountability for individual performance while contributing to overall team success.
FILE TIMELINES
Work efficiently to maintain Mission35 service standards:
- Refinances: Target closing within 3 weeks.
- Purchases: Target broker-complete status within 2 weeks of application.
- Identify potential delays early and proactively communicate solutions to clients and team members.
CLIENT EXPERIENCE
- Deliver a consistent 5-star client experience from the first conversation through post-closing follow-up.
- Maintain clear, professional, and timely communication.
- Complete required client-experience activities, including thank-you cards, Google review requests, and mortgage protection plan discussions.
- Build long-term client relationships through exceptional service and ongoing follow-up.
- Represent Mission35 Mortgages and our commitment to Service Over Stress.
COMPENSATION
- Base salary of $60,000 annually.
- Individual production bonus opportunities.
- Additional team-based bonus opportunities.
- Opportunity for professional growth within a growing mortgage team.
WHAT SUCCESS LOOKS LIKE
A successful Mortgage Agent is motivated, accountable, organized, and committed to delivering results.
They respond quickly to opportunities, consistently follow up with clients, maintain control of their mortgage pipeline, meet production expectations, and take ownership of their files from beginning to end.
Most importantly, they bring a positive attitude, work collaboratively with their team, and are passionate about helping clients achieve their mortgage goals while delivering an exceptional experience.
HOW TO APPLY
If you are interested in joining the Mission35 Mortgages team, please email your resume and cover letter, including a paragraph explaining why you are best suited for this role, to Angy Kivell at
[email protected].
We thank all candidates for their interest in this opportunity; however, only those selected for an interview will be contacted.
Pay: $60,000.00 per year
Work Location: In person
📌 Mortgage Agent (Corktown)
🏢 Mission 35 Mortgages
📍 Corktown