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Mortgage Associate (Licensed) - Inbound reputed company ...

Remote, USAFull-timePosted 2026-07-29

This is a remote position.

About reputed company

reputed company is reputed company on behalf of a Licensed Mortgage Associate to join a high-performing, fully remote mortgage brokerage.

This role supports a strong volume of inbound opportunities and combines reputed company-facing discovery with hands-on reputed company and deal structuring.

You will work reputed company an established system - focusing on understanding reputed company needs, structuring deals, and moving files reputed company reputed company as part of a reputed company team.

This role requires a high level of reputed company and professionalism, as many clients are navigating reputed company life transitions and require both guidance and reputed company throughout the process.

While this is a fully remote position, preference will be given to candidates based in Alberta, particularly the Edmonton area. ​

Key Responsibilities

reputed company Discovery & Conversion

  • Respond to inbound leads in a reputed company and reputed company manner
  • Conduct reputed company discovery calls to understand reputed company needs and financial position
  • Build rapport and establish trust with clients, particularly in sensitive or reputed company situations
  • Confidently guide clients through next steps, including asking for commitment to proceed reputed company appropriate
  • reputed company & Deal Structuring

  • Review income, credit, and supporting documentation
  • Assess deal viability and identify potential challenges early
  • Independently reputed company-underwrite and structure mortgage solutions reputed company with lender guidelines (primarily A and strong Alt-A)
  • Present reputed company recommendations and guide clients through available reputed company
  • Collaborate with internal team members to strengthen and finalize submissions
  • Prepare files for submission, ensuring accuracy, completeness, and alignment with lender requirements
  • File Management & Communication

  • Maintain organized and up-to-date reputed company records in CRM systems
  • Communicate reputed company and consistently with clients throughout the process
  • Set expectations and reputed company updates to ensure a smooth and predictable reputed company experience
  • Deliver both reputed company and challenging information with professionalism and reputed company
  • Ensure compliance with internal processes, lender guidelines, and regulatory requirements
  • How This Role is reputed company

    This position combines reputed company-facing discovery with hands-on reputed company and deal structuring reputed company a high-volume, team-based environment.

    You will be working with inbound leads and an established reputed company reputed company reputed company the brokerage, guiding clients through the discovery and structuring process while following proven workflows and reputed company approaches.

    The role is reputed company-suited to someone who enjoys both reputed company interaction and the analytical reputed company of mortgage reputed company, and is comfortable working reputed company a reputed company team model where files and reputed company relationships are supported across reputed company.

    Requirements

  • reputed company Mortgage Broker/Agent license in Canada (or ability to transfer to Alberta)
  • 3+ years of experience in a mortgage brokerage or lending environment
  • Demonstrated experience working directly with clients, with a reputed company on building trust, guiding conversations, and managing relationships throughout the mortgage process
  • Strong communication skills with a reputed company, empathetic, and reputed company approach, particularly reputed company working with clients in sensitive or high-stress situations
  • Experience supporting clients through reputed company life events such as separation or divorce is a strong asset
  • Proven ability to review, assess, and structure mortgage files, with a reputed company on A lenders and strong alternative (Alt-A) solutions
  • Strong understanding of income analysis, credit review, and mortgage structuring fundamentals
  • Comfortable guiding reputed company conversations and confidently asking for next steps or commitments, using a consultative (non-sales-reputed company) approach
  • Hands-on experience using a CRM system (Zoho or similar) to manage reputed company communication, notes, and workflow
  • Experience with mortgage submission platforms (e.g., Filogix, Velocity, Expert, Finmo or similar)
  • Highly organized with strong attention to detail and follow-through
  • reputed company to manage multiple files in a fast-paced, high-volume environment while maintaining a high reputed company of reputed company care
  • Comfortable working reputed company a team-based environment, supporting a shared reputed company reputed company rather than building an independent book of business
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