Ontario · FSRA licensed

Mortgage Agent

Advise Ontario homeowners and buyers on purchases, renewals, refinances and equity lending, and take each file from first call to funding.

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Job description

Responsibilities

Respond to inbound enquiries and applications from lendmax.ca, by phone and online, the same business day
Interview clients to understand income, credit, property and goals, and collect a complete document package
Analyse each file and use IntelliRate to compare lenders, products and total cost — not only the rate
Present clear options, explain the trade-offs in plain language, and prepare the required disclosure
Submit applications to lenders, negotiate conditions, and manage the file through approval and funding
Keep the CRM current with notes, stages and next steps on every file
Stay in touch after funding and bring clients back at renewal, refinance or their next purchase
Work within FSRA requirements and the brokerage's compliance, privacy and anti-money-laundering policies

Minimum requirements

Experience: A minimum of 2 years' experience in sales, banking or a call-centre environment
Licence: FSRA Mortgage Agent Level 1 or higher

Comfortable on the phone all day, and able to build trust quickly
Organised with numbers and documents; able to read a credit report, pay stub and T4
Working knowledge of residential lending — insured, conventional, alternative and private
Confident with technology: CRM, online applications and lender portals

Nice to have

Experience with alternative, self-employed or credit-impaired files
A second language

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Takes about ten minutes. Fields marked * are required.

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1Personal information

Legal first name

Legal last name

Preferred name

Phone

Alternate phone

Street address

City

Province / territory

Postal code

Are you legally entitled to work in Canada?

Earliest start date

How did you hear about this role?

LinkedIn profile

2Work experience

Years of sales, banking or call-centre experience

Languages spoken

Your most recent positions first. Add up to four.

Position 1

Employer

Job title

Start (month / year)

End (month / year) I currently work here

Location

Type of role

Key responsibilities and results

Why are you interested in this role?

Resume (optional — PDF, DOC or DOCX, up to 5 MB)

3Licence information (if applicable)

Do you hold a mortgage licence?

Have you ever been subject to a regulatory finding, suspension or disciplinary action?

4Declaration & signature I confirm that the information in this application is true, accurate and complete to the best of my knowledge. I understand that any false statement, misrepresentation or omission may disqualify me from consideration or, if discovered after hiring, result in the termination of my engagement. I consent to Lendmax Inc. collecting and using the personal information in this application to assess my candidacy, including verifying my licence status with the relevant regulator and contacting my references. My information will be handled as described in the privacy policy.

Signature — type your full legal name

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Your application is sent securely to our recruiting team. We review every one and reply to shortlisted candidates.

Mortgage Agent

Job description

Responsibilities

Minimum requirements

Nice to have

Apply now

Application received