Advise Ontario homeowners and buyers on purchases, renewals, refinances and equity lending, and take each file from first call to funding.ResponsibilitiesRespond to inbound enquiries and applications from lendmax.Ca, by phone and online, the same business dayInterview clients to understand income, credit, property and goals, and collect a complete document packageAnalyse each file and use IntelliRate to compare lenders, products and total cost — not only the ratePresent transparent options, explain the trade-offs in plain language, and prepare the required disclosureSubmit applications to lenders, negotiate conditions, and manage the file through approval and fundingKeep the CRM current with notes, stages and next steps on every fileStay in touch after funding and bring clients back at renewal,



refinance or their next purchaseWork within FSRA requirements and the brokerage's compliance, privacy and anti-money-laundering policiesRequirementsA minimum of 2 years' experience in sales, banking or a call-centre environmentAn active FSRA Mortgage Agent Level 1 licence or higher, held in good standingComfortable on the phone all day, and able to build trust quicklyOrganised with numbers and documents; able to read a credit report, pay stub and T4Working knowledge of residential lending — insured, conventional, alternative and privateConfident with technology: CRM, online applications and lender portals

📌 Mortgage Agent (Ottawa)
🏢 Lendmax
📍 Ottawa