Mortgage Broker Relationship & Lending Support Specialist

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 Youll 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 policiesand 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 Were 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.
Youll 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:
1. A brief summary of your relevant banking lending mortgage financial
services or relationship management experience.
2. A 12 minute English voice recording introducing yourself and explaining
your relevant experience.
3. If bilingual in French please include a short French voice recording as
well.
4. Confirmation that you are available to work Monday to Friday from 10:00
AM to 3:00 PM EST.