Mortgage Career: Mortgage Calum Mortgage – Mortgage Agent Consultant

Calum Ross Mortgage

Company: Calum Ross Mortgage
Position Title: Mortgage
Agent “Consultant” (Internal Sales)
Years of Experience Required: 2+ years direct mortgage advisory experience with demonstrated understanding
of lending and insurance guidelines, and a passion for customer service
Licences or Registrations Required?: University business degree (B.Comm or MBA) or a professional designation
(CA or CFA)
Location of Position: Bloor West Village, Toronto, Ontario 
Applicants may contact: kerri@calumross.com


Mortgage
Agent “Consultant” (Internal Sales)


About Calum Ross Mortgage:

Calum Ross Mortgage is one of the top
mortgage brokerages in Canada. We specialize in serving a higher-end client
niche seeking advanced financial advice and world class customer service. We
specialize in arranging mortgages for clients who can essentially get mortgages
anywhere – i.e. no private or fee-based deals, and highly-qualified clients.

Our core
values are:

  • Integrity in everything we do
  • Devotion to personal wellness
  • Joy in daily work
  • Commitment to our personal best
    – embrace feedback!
  • Care and compassion first
  • Gratitude for the opportunity
    to serve

About the position:

We are offering a unique opportunity for an
experienced mortgage advisor seeking employment with a highly reputable team with
an established and growing client base. In addition to the opportunity to serve
existing clients, the advisor will have a professional office space, support
staff, underwriting, marketing and a respected name to work under. In return,
the advisor is expected to care for Calum Ross clients with a level of
professionalism and service that creates raving fans and generates ongoing
business and referrals.

This individual has to be passionate about
helping people and offering borrowers the best financial advice above all else
– even if it forfeits team profit. The person must at all times and above all
else always act in the best interest
of the client.

The generous base salary offers full security
above a traditional straight-commissioned sales role to recognize the importance
of following our company’s established processes and procedures, and meeting
the first-class service requirements. The successful candidate will be a
life-long learner with a genuine passion for personal and professional
improvement.

Process improvements, outstanding customer
service and any results that further company objectives are recognized and
rewarded. We also offer a generous education allowance to further our employees’
knowledge and expertise. You will have full health benefits, an RRSP matching
provision, and an allowance for gym membership and personal training.

Duties:

  • Perform client consultations
    throughout the day, and answer all e-mails, faxes and voicemails
  • Follow the established
    processes and procedures that have made our company successful
  • Meet and/or exceed service
    requirements and touch point deliverables
  • Monitor all loans-in-process,
    and supervise underwriting to ensure all internal and lender-issued deadlines
    are met
  • Identify all the supporting
    loan documentation required of individual borrowers
  • Recommend/negotiate alternative
    options on declined loan applications such as changes to the amount, structure
    and/or terms and conditions to arrive at an approval
  • Never close loans late or ugly,
    or commissions will be withheld
  • Stay on top of all current
    lender products, rates and guidelines
  • Liaise with lenders and maintain
    positive relationships with staff
  • Use CRM software to record all
    borrower information and communications
  • Bring in a minimum of one
    deal/month of personal production
  • Show up at work with a positive
    attitude, and embrace and support team members

Skills required:

  • Sound knowledge of mortgage
    lending and products
  • Technically proficient with
    advanced financial knowledge
  • Knowledge of financial planning
    and basic understanding of taxation a definite asset
  • Team mentality
  • High ethical standards, both
    professionally and personally
  • Efficient, with excellent time
    management skills
  • Commitment to world class
    customer service
  • Positive attitude and desire to
    help/serve others
  • Demonstrated ability to use MS
    Office (MS Word, Excel and Outlook)
  • Understanding of CRM technology
    would be a plus

Salary range:

  • $50,000 – $60,000 base salary + commission based on referred volume, with guaranteed minimum compensation over $80,000 and an expected compensation of $100,000+

In short, we are looking for someone who
values the opportunity to serve and assist clients with their mortgage and
financial needs, and we will give you all the support and resources to be
excellent at it.

Please contact kerri@calumross.com to apply!

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