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Mortgage Jobs – Paradigm Quest Inc.: Personal Mortgage Advisor

 Company:Paradigm Quest Inc.
 Position Title: Personal Mortgage Advisor
 Years of Experience: 2+ years
 Licenses Required:  N/A
 City of Position: Toronto, ON
 How should candidates contact us: Please contact:

Personal Mortgage Advisor

Title: Personal Mortgage Advisor
Dept: Retention
Reports to: Manager, Retention
Location: Toronto

Position Description

As a Personal Mortgage Advisor you will be a key point of contact for our customers.  You will be responsible for providing expert knowledge and advice on a wide range of mortgage products while focusing on the customer’s priorities and exceeding their expectations. At the same time focusing on innovative thinking and exceptional customer service.

Role Specific Accountabilities (include, but not limited to the following):  

  • Identify customer requirements while focusing on their priorities to ensure they always receive the best advice.
  • Provide mortgage solutions using a thorough knowledge base of the wide range of mortgage products available.
  • Provide positive, pro active and urgent communication to customers regarding their application/loan status.
  • Utilize all tools and resources available to you to retain our book of customers
  • Verify/validate all required mortgage/client information.
  • Gather and document necessary reports about the applicant such as credit history, income status etc.
  • Negotiate, structure and evaluate mortgage applications with the defined scope of approval authority
  • Prepare recommendations from residential loans that are over defined scope of approval limit and present submissions to the appropriate team member
  • Maintain knowledge of all applicable underwriting guidelines
  • Work closely with customer service, underwriters, credit administrators and funders to facilitate loan processing
  • Ensure a high level of service excellence at all time.

Educational /Technical Experience:

  • A university degree/college diploma in Business and/or equivalent education and experience
  • 2+ years of experience in Underwriting or Retention and/or equivalent
  • 2+ Canadian Banking experience or other Financial Services experience is considered an asset
  • AMP designation/in progress is considered an asset

Personal Requirements

  • Available to work two late shifts (12 – 8PM) a week minimum
  • Exhibits solid communication skills, both written and verbal with ability to communicate and articulate effectively
  • Strong analytical and problem-solving capabilities
  • Excellent Initiative and organizational skills
  • Excellent judgment / must be able to make independent decisions
  • Customer Service focused
  • Flexible and adaptable / able to multi-task under pressure
  • Proven ability to meet deadlines
  • Working knowledge of Microsoft Word/Access/PowerPoint/Excel
  • Working knowledge of Internet and Email Applications (Outlook/Outlook Express)
  • Ability to work independently as well as part of a team
  • Ability to prioritize and follow-up on work
  • Detail oriented
  • Sense of humour

Paradigm Quest is an equal opportunity employer and welcomes applications from all interested parties.

If you are interested in applying for this position, please forward your resume by email to for confidential consideration. We thank you for your interest, however, only those candidates selected to proceed in the process will be contacted.