Branch Advisor Mortgage Agent

This is a remote position.

Role Overview:

As a Branch Advisor (Mortgage Agent) you will be an integral part of one of our dynamic branches each led by a senior Branch Manager. This role is perfect for newer mortgage agents (Agent License Level One or Level Two) who are eager to grow their careers. You will assist clients with their mortgage needs provide exceptional service and contribute to the growth and success of your branch.

Key Responsibilities:

• Assist clients in understanding their mortgage options and guide them through the mortgage application process.
  
• Engage with prescreened hot leads generated through our inhouse marketing efforts contacted by our concierge team.
  
• Conduct client meetings (virtually or inperson) to discuss mortgage solutions tailored to their needs.
  
• Maintain uptodate knowledge of mortgage products market trends and regulatory requirements.
  
• Utilize our comprehensive CRM system to manage client interactions and ensure timely followups.
  
• Participate in training and development programs to enhance your skills and knowledge.
  
• Collaborate closely with Branch Managers and other team members to develop and implement strategies to achieve branch goals.
  

Requirements

Skills and Qualifications:

• License: Must hold a valid Mortgage Agent License (Level One or Level Two).
  
• Communication: Excellent verbal and written communication skills.
  
• Customer Service: Strong customer service orientation with a commitment to providing exceptional client experiences.
  
• Technology Proficiency: Comfortable using CRM systems and other digital tools.
  
• DetailOriented: Strong attention to detail and organizational skills.
  
• Team Player: Ability to work collaboratively within a team environment.
  
• Motivation: Highly motivated and eager to learn and grow in the mortgage industry.
  

Benefits

What We Offer:

• Comprehensive Platform: Email CRM Cloud Document Storage ESignatures Digital Forms Chat Project Management and more.
  
• Automated Client Engagement: Automated emails for client milestones improving satisfaction and retention.
  
• Top Compensation: High commissions volume bonuses finders fees and access to exclusive lenders through CIMBC partnership.
  
• Exclusive Lender Access: Diverse lenders including Prime Banks Exclusive Monolines Credit Unions Trust Companies and Private Lenders ensuring high close ratios.
  
• Learning and Coaching: OnDemand Learning Academy and biweekly coaching to enhance skills and business mindset.
  
• Direct Lender Meetings: Regular updates on new products and rates through inperson and remote presentations with updated guidelines in our portal and emailed to you.
  
• AwardWinning Reputation: Join an awardwinning brokerage led by industry advocates.Susta
  
• inability Initiatives: Treeplanting program with 100 trees planted for every closed deal and certificates for clients.
  
• Additional Earnings and Savings: Potential earnings from preconstruction properties client discounts referral incentives and service rebates.
  
  

• This is a commissionbased role.
  

Application Process:

• If you are a motivated and enthusiastic mortgage agent looking to grow your career with a leading brokerage we would love to hear from you. Please submit your resume and a cover letter outlining your experience and why you are a great fit for this role.
  

GoldTree Mortgage is an equalopportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.