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| Employer Name: Kingsdale Mortgage Centre |
SpiderID: 13980316 |
| Location: Richmond Hill, Ontario |
Date Posted: 4/17/2025 |
| Wage: Commission |
Category: Banking/Mortgage |
| Job Code: |
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Job Description:
Job description
We are seeking a highly motivated, detail-oriented, and client-focused Mortgage Agent to join our dynamic and growing team. In this rewarding role, you will play a pivotal part in helping clients navigate one of the most important financial decisions of their lives—securing a mortgage. You will be responsible for guiding clients through the entire mortgage process, from initial consultation to final loan approval, while delivering exceptional service and professional advice every step of the way.
As a Mortgage Agent, you will leverage your financial acumen, communication skills, and industry knowledge to recommend tailored mortgage solutions that meet each client’s unique needs.
Key Responsibilities:
Consult with clients to understand their financial goals and explain the various mortgage options available.
Assess clients’ financial profiles, including income, credit, and debt levels, to determine mortgage eligibility.
Recommend the most appropriate mortgage products from a wide range of lenders based on clients’ needs and circumstances.
Complete and review mortgage applications, ensuring accuracy and completeness of all required documentation.
Act as a liaison between clients, financial institutions, real estate agents, and legal professionals to ensure a seamless mortgage process.
Negotiate terms and conditions with lenders to secure the most favorable rates and terms for clients.
Maintain accurate records of all client communications, applications, and transactions using Excel and other CRM or financial software tools.
Provide ongoing support and timely updates to clients throughout the approval process.
Keep abreast of current market trends, lender policies, mortgage regulations, and changes within the financial services sector.
Uphold all compliance standards and maintain strict confidentiality of client information.
Qualifications & Skills:
Excellent mathematical and analytical skills to assess risk and calculate loan terms, interest, and amortization schedules.
Strong customer service orientation, with a passion for helping clients achieve their homeownership goals.
Exceptional interpersonal and communication skills to explain complex financial information clearly and effectively.
Demonstrated ability to negotiate favorable mortgage terms on behalf of clients.
Previous experience in financial services, banking, or mortgage brokerage is an asset.
Self-starter with the ability to work independently and as part of a collaborative team.
Job Requirements:
Educational & Professional Background:
Previous experience in financial services, banking, or mortgage brokerage (an asset)
Familiarity with mortgage products and lender policies
Technical & Analytical Skills:
Excellent mathematical and analytical abilities
(e.g., calculating loan terms, interest, amortization schedules)
Proficiency in Excel and CRM/financial software tools
Strong attention to detail for reviewing and completing mortgage applications
Client-Focused Abilities:
Strong customer service orientation
(genuine interest in helping clients achieve homeownership)
Ability to assess clients' financial profiles (income, credit, debt) for mortgage eligibility
Experience in consulting and recommending tailored mortgage solutions
Communication & Interpersonal Skills:
Exceptional interpersonal skills
Ability to clearly explain complex financial information
Professional communication skills to liaise with clients, lenders, real estate agents, and legal professionals
Organizational & Negotiation Skills:
Capable of managing multiple files and client communications efficiently
Proven ability to negotiate favorable mortgage terms and conditions
Maintains accurate documentation and records
Other Key Traits:
Self-motivated and able to work independently or in a team
Keeps up to date with market trends and mortgage regulations
Maintains client confidentiality and adheres to compliance standards
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required: Entry-Level
Education Required: None
Overnight Travel: None
Vacation Time: Negotiable / Other
Company Profile:
Kingsdale Mortgage Centre, founded in 2022 in Richmond Hill, Ontario, is a rapidly growing brokerage known for its client-first approach. We offer personalized mortgage solutions and work with a wide range of lenders to provide competitive rates and flexible options tailored to each client's needs.
Contact Information:
| Contact Name: Teresa Pagliuso |
Company Type: Other |
| Company: Kingsdale Mortgage Centre |
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| City: Richmond Hill |
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| State: Ontario |
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| Zip: L4B 1L2 |
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Web Site: https://kingsdalemortgage.com/
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