Internal Title: Mortgage Broker Concierge
Mortgage / Lending Industry
Part-Time | Remote
Monday to Friday | 10:00 AM – 3:00 PM EST
English Required | French Bilingual Preferred
About Us
We are a growing Canadian lending organization looking for a professional,
relationship-focused team member to help support and strengthen our network of mortgage brokers and industry partners.
Internally, this role will function as a Mortgage Broker Concierge — a
knowledgeable, responsive, and professional point of contact for broker partners.
This role is ideal for someone with experience in banking, lending, mortgages, financial services, or business development who is comfortable speaking with brokers and financial professionals, building trust, and identifying potential lending opportunities.
What You'll Do
- Build and maintain strong relationships with mortgage brokers, referral partners, and industry professionals
- Make outbound calls to brokers to introduce lending programs, gather information, and identify opportunities
- Act as a professional point of contact for broker partners, helping ensure they feel supported and informed
- Learn and speak confidently about lending products, programs, policies,and qualification guidelines
- Follow up after presentations, events, webinars, campaigns, and broker outreach initiatives
- Schedule meetings and presentations for the sales and lending team
- Develop broker profiles by gathering information through structured conversations
- Identify potential lending opportunities and refer qualified prospects to the appropriate team members
- Maintain accurate broker profiles, call notes, follow-up tasks, and activity records in the CRM
What We're Looking For
- Strong English communication skills, both spoken and written Experience in banking, lending, mortgages, credit, financial services, or a related industry
- Relationship-building, business development, account management, or client-facing experience
- Confidence speaking with mortgage brokers, financial professionals, or business decision-makers
- Ability to ask thoughtful questions, understand broker needs, and identify potential opportunities
- Professional phone presence and strong consultative communication skillsStrong organization, follow-up, and attention to detail
- Experience using CRM systems or business software
- Ability to work independently in a remote environment
Preferred Qualifications
- Knowledge of Canadian lending, mortgage products, broker channels, or underwriting guidelines
- Experience working with mortgage brokers, lenders, banks, credit unions, or financial institutions
- Mortgage agent, banking advisor, lending officer, credit analyst, underwriter assistant, or financial services sales experience
- Experience in relationship management, broker development, partner success, or sales support
- French and English bilingual communication skills
Why Join Us
This position offers the opportunity to become an important extension of our sales, lending, and underwriting team while helping grow our broker network across Canada.
You'll play a key role in strengthening broker relationships, identifying lending opportunities, and supporting business development in the mortgage and lending industry.
This is not just a calling role. We are looking for someone who can bring
professionalism, lending knowledge, and relationship-building ability to every broker conversation.
To Apply
Please submit:
- A brief summary of your relevant banking, lending, mortgage, financial
services, or relationship management experience.
- A 1–2 minute English voice recording introducing yourself and explaining
your relevant experience.
- If bilingual in French, please include a short French voice recording as
well.
- Confirmation that you are available to work Monday to Friday from 10:00
AM to 3:00 PM EST.
