Mortgage Agent

đź•’ August 6

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Logo of Ratehub.ca

Ratehub.ca

51 - 200 employees

Founded 2010

🛡️ Insurance

đź’Ľ Consulting

đź’¸ Finance

đź’° $12M Series A on 2018-01

Insurance • Consulting • Finance

Ratehub. ca is a Canadian online platform that provides a comprehensive suite of financial comparison tools and services. It helps Canadians compare and find the best rates for mortgages, credit cards, savings accounts, investments, and various insurance products. With a focus on transparency and education, Ratehub. ca offers calculators and resources to guide consumers in making informed financial decisions. The platform has won multiple awards for its excellence in mortgage brokerage, having funded over $16 billion in mortgages. Ratehub. ca partners with financial institutions and is compensated through advertisements and customer referrals, although not all listed products are tied to compensation.

đź“‹ Description

• Take inbound leads online or by phone and convert them into closed mortgage applications • Work with the documents fulfillment team to support mortgage applications • Ensure a smooth mortgage application process for clients • Provide insight and continuously improve the customer experience • Handle customer complaints when they arise • Maintain the Certified Mortgage Agent designation

🎯 Requirements

• 3+ years of mortgage sales experience • Valid Mortgage License in Alberta • Certified Mortgage Agent designation must be maintained • Self-motivated with excellent relationship-building skills • Proficient in using sales tools and software • Ability to multitask and maintain strong attention to detail • Ability to break down complex information for clients • Resourceful and able to find answers • Proactive and comfortable staying busy • Positive attitude • Strong financial aptitude • Excellent customer service skills

🏖️ Benefits

• Competitive compensation package consisting of salary and commission • 3 weeks of paid vacation to start • Competitive health benefits starting on day 1, funded completely by Ratehub • Optional access to the downtown Toronto office

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