Part of a mobile mortgage specialist team responsible to help grow market share of the financial institution. The mortgage specialist is a commissioned sales person with responsibilities to grow business and revenue through strong personal, community, and realtor's relationships. While the individuals are compensated by volume placed, they are limited to products offered by the bank or institution by which they are employed. To get ahead and noticed in a challenging market place an individual dealing with the general public requires a good and in depth knowledge of industry credit and mortgage lending practices. Focused credit practices offered with the Personal Lending Mortgages course will enhance not only your, knowledge, business, and reputation, but also allow you to minimize your firms risk, impact to clients, and negative firm reputation . Mortgage Specialists are also required to understand more complex products like secures home equity loans, high-ratio mortgages, new construction mortgages, powers of sale; cash back mortgages, and how to arrange mortgages for people that are self-employed, new to Canada, etc. The Personal Lending Mortgages course from CSI will give you the competent professional and capable confidence to achieve your personal and financial firm's goal.

Responsibilities Include

  • Client interviews
  • Document gather and review
  • Risk assessment
  • Credit application and processing
  • Ensuring legal compliance to government and Financial institution's lending guidelines

Alternate Name

Broker, Mortgage Agent

Earning Potential

$50,000-$200,000+/year
Avg Salaries from Canadian job sites

Have Questions?
Get in Touch

Canadian Securities Institute seeks your permission to contact you on the details given in your profile for the purpose of sharing course content, updates and offers.

Required & Recommended Credentials and Courses

Below are the courses and credentials required and/or recommended for this career.

Find active jobs for this role