Job description
Responsibilities
- Own Alberta client files end to end, from first conversation to funding and beyond
- Assess income, credit, property and goals, and structure the right solution for each client
- Use IntelliRate and the lender network to compare options across banks, monolines, credit unions and private lenders
- Prepare clear recommendations and the disclosure RECA requires, and explain them in plain language
- Submit and negotiate files with lenders, and manage conditions, appraisals and lawyers through to closing
- Build referral relationships with realtors, builders, accountants and financial planners in your market
- Keep the CRM accurate and complete on every file
- Work within RECA rules 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
- Active RECA mortgage licence
- A track record of closing residential mortgage files, or of strong results in a sales or lending role
- Sound knowledge of Alberta lending, including court-supervised foreclosure and its effect on lender appetite
- Clear, honest communication with clients and lenders
- Confident with technology: CRM, online applications and lender portals
Nice to have
- An existing referral network in Calgary, Edmonton or a regional Alberta market
- Experience with commercial, construction or private mortgage files
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