Mortgage Specialist Associate
Core
Cultivates referral networks to build a pipeline of new mortgage business and provides credit/administrative support for home financing applications.
Role type
Associate mortgage specialist (sales & operations)
Builds
Mortgage loan pipeline and credit application fulfillment
Domain
Banking / Mortgage lending
Required skills
Relationship management, credit application processing, regulatory compliance, data analysis, report generation, risk management
Preferred skills
Certification in related field, bilingualism (English/French)
Technologies
Internal banking systems, database management
Responsibilities
Cultivate referral network to generate mortgage originations, input and mitigate credit applications, monitor approved applications for documentation, provide administrative support for marketing calendars, analyze data to provide insights, resolve customer service issues, coordinate with internal teams for application fulfillment.
Seniority
Junior, entry-level associate