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Mortgage Agent
Ratehub.caMortgage Agent converting Alberta mortgage leads into closed transactions for Ratehub, Canada’s mortgage lead-generation company. Managing inbound leads, applications, and client experience remotely.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage sales and customer service, with a strong focus on relationship-building and process improvement. Maintains a Certified Mortgage Agent designation and a valid Mortgage License in Alberta, ensuring compliance and high standards in client interactions.
Highest-signal resume keywords
Mortgage Sales ExperienceCertified Mortgage Agent DesignationValid Mortgage LicenseCustomer Service SkillsSales Tools Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage SalesDocument FulfillmentCustomer Experience ImprovementFinancial AptitudeMultitaskingAttention to DetailComplex Information Breakdown
Soft Skills
Relationship-BuildingSelf-MotivatedResourcefulProactivePositive Attitude
Tools & Technologies
Sales ToolsSales Software
Certifications & Qualifications
Certified Mortgage Agent DesignationMortgage License
Industry Keywords
Mortgage ApplicationsCustomer ComplaintsInbound Leads
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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