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    Mortgage Renewal Specialist - Ontario, Canada - Fuse Mortgage -

    Fuse Mortgage -
    Fuse Mortgage - Ontario, Canada

    3 weeks ago

    Default job background
    Description
    Full Time 9am to 5pm EST
    99% remote - periodic in person meetings in GTA

    We are seeking a highly motivated and detail-oriented Mortgage Agent to work directly with the broker on renewals and overflow of client files, including supporting our process from application through funding.

    As a Mortgage Agent, you will be responsible for renewal retention, overseeing the loan application process and managing customer relationships to ensure a seamless experience for our clients.

    Proactively contact all Mortgage Renewal clients to secure renewal/early renewal
    Maintain accurate and detailed notes to ensure clarity between borrower & Lesley's Mortgage Team.
    Explore current database to uncover potential client opportunities.

    Review credit reports and beacon scores for each file to verify current credit status.

    Effectively identify potential sales opportunities, by way of refinancing current mortgage balance, and/or consolidating current secondary financing, or outstanding debts.

    CRM maintenance of client files.

    Evaluate client's financial status by analyzing income, credit history, tax information, and bank statements.
    Must have and maintain knowledge of current lender products to recommend feasible solutions to satisfy client needs.

    Risk and Compliance

    Evaluate and analyze documentation supplied by clients to ensure its authenticity and compliance with all aspects of industry policies and guidelines.

    Agent License Level 1 mandatory.
    Current knowledge of regulations regarding mortgage lending and familiarity with both conventional and government mortgage policies are mandatory.

    Must have dedicated secure office space.
    Must have up to date computer and software.
    Must have reliable secure network.

    Self-motivated with strong relationship-building skills

    • Flexible, adaptable, and able to work independently
    • Proficient in Microsoft Word & Excel and general computer skills
    • Ability to work well as a team player and support other team members

    All members of Lesley's Mortgage Team must comply with all applicable and specific Mortgage Industry policies, standards, guidelines, and controls.

    Employees are also expected to understand and comply with the Standard Operation Procedures of Lesley's Mortgage Team.

    This is a full-time position with a competitive compensation package.

    If you are a motivated individual who is passionate about helping clients achieve their goals, we encourage you to apply for this exciting opportunity to join our team as a Mortgage Agent Level 1.

    com with subject line - Mortgage Agent Opportunity.

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