Community Trust

www.communitytrust.com

1 Job

205 Employees

About the Company

We're Community Trust, and we aren't your typical financial institution. Since we opened our doors in 1975, we have been proud to operate as a flexible alternative, providing our clients (and our team) with opportunities for growth and success. We offer a wide range of financial products and trust services, and our experts pride themselves in providing the right products to suit our customers' unique needs. Not only that, but we believe firmly in inclusion and equal opportunities for people from all walks of life. That means working hard to make sure our practices are flexible, so you don't have to be. Community Trust Company is a member of the Questrade Group of Companies. Offering a wide range of financial products and trust services to suit our customers unique needs.

Listed Jobs

Company Name: Community Trust
Job Title: Senior Mortgage Agent
Job Description: **Job Title** Senior Mortgage Agent **Role Summary** Provide end‑to‑end mortgage brokerage service for clients, serving as the primary contact through digital and phone channels. Utilize technology, CRM systems, and market knowledge to guide clients from inquiry to closing while ensuring compliance and a high level of customer satisfaction. **Expectations** - License: Level 2 Mortgage Agent in Ontario (additional BC or Alberta license is a plus). - Minimum 2 years experience in a mortgage agent role, preferably at a digital‑native brokerage. - Availability for flexible hours, including evenings and weekends. - Maintain professional integrity, attention to detail, and strong communication skills. **Key Responsibilities** 1. Manage inbound and outbound client communications via phone, email, and live chat. 2. Conduct needs‑based assessments to determine clients’ financial situations and mortgage goals. 3. Educate clients on mortgage products, rates, and the application process. 4. Pre‑qualify, pre‑approve, and collect required documentation for mortgage financing. 5. Provide timely follow‑up throughout the mortgage process, ensuring smooth execution. 6. Coordinate with underwriters, lenders, and internal teams for efficient client experience. 7. Maintain accurate client records within the CRM system (e.g., Salesforce, POS, dialer). 8. Stay updated on industry trends, lending guidelines, and market conditions. 9. Identify and resolve client issues, escalating complex matters when necessary. **Required Skills** - Excellent verbal and written communication. - Strong relationship‑building and customer‑centric approach. - Proficiency with digital tools, CRM software, and communication platforms. - Ability to work independently and manage high‑volume client interactions. - High level of integrity, professionalism, and detail orientation. - Familiarity with mortgage products (fixed‑rate, variable‑rate, home equity lines). **Required Education & Certifications** - Level 2 Mortgage Agent License in Ontario (BC and/or Alberta licenses are a plus). ---