Requirements
The ideal candidate is fluent in English and French, possesses excellent communication and relationship-building skills, is comfortable with phone-based professional interactions, and has strong organizational skills. Experience with CRM systems, financial products, lending guidelines, and qualification requirements is essential. Prior experience in appointment setting, customer service, call centers, or the mortgage/financial services industry is highly desirable.
Description
About UsWe are a growing Canadian lending organization looking for a professional, relationship- focused team member to help expand and strengthen our network of mortgage brokers and industry partners.If you enjoy speaking with people, building relationships, creating opportunities through meaningful conversations, and working in a professional business environment, we'd love to hear from you.What You'll DoMake outbound calls to mortgage brokers and industry professionalsBuild and maintain strong relationships with brokers and referral partnersFollow up after presentations, events, webinars, and marketing campaignsSchedule meetings and presentations for our sales teamDevelop broker profiles by gathering information through structured conversationsMaintain accurate broker profiles, call notes, and follow-up activities within our CRMLearn and understand our lending products, programs, policies, and qualification guidelinesGather information to help determine whether potential opportunities align with our lending programsAnswer basic product-related questions and direct more complex inquiries to the appropriate team membersIdentify potential lending opportunities and refer qualified prospects to our sales and underwriting teamsHelp strengthen engagement with high-potential broker partnersParticipate in ongoing product and industry trainingWhat We're Looking ForFluent in both English and French (spoken and written)Excellent communication and relationship-building skillsComfortable speaking with business professionals over the phoneStrong organizational skills and attention to detailAbility to work independently in a remote environmentExperience working with CRM systems and business softwareAbility to quickly learn and understand financial products, lending guidelines, and qualification requirementsProfessional, proactive, and customer-focused mindsetIdeal Candidates should have:Appointment setting experienceCustomer service or call center experienceMortgage industry experienceBanking, lending, insurance, or financial services experienceSales support or relationship management experienceWhy Join UsThis position offers the opportunity to become an important extension of our sales and underwriting team while building valuable relationships throughout the Canadian mortgage industry.You'll play a key role in helping grow our broker network, uncover opportunities, and support business development initiatives.To ApplyPlease submit:1. A summary of your relevant experience.2. A 1-2-minute voice recording in both English and French.3. Confirmation that you are available to work Monday-Friday from 10:00 AM - 3:00 PM EST.To show you've read the full posting, begin your application with:Relationship Building Drives GrowthWe are looking for someone who is professional, personable, organized, and excited tohelp build long-term relationships while contributing to the growth of our organization.