Mortgage Agent Level 2
CurrentSuccessfully built and managed a growing portfolio of clients through referrals and a strong education-based social media presence. Advised clients on a range of mortgage products, including fixed and variable rate mortgages, home equity loans, and lines of credit, helping them select the most suitable product based on their unique financial situation and goals. Developed and maintained strong relationships with lenders, negotiating favourable rates and terms for clients, and managed partnerships with lawyers, realtors and appraisers. Streamlined mortgage application processes, with a focus on application completion and thorough revision of supporting documents.Maintained accurate and up-to-date client files and documentation, including credit reports, income verification, and property appraisals, to ensure compliance with lender and regulatory requirements.Conducted regular market research and analysis to stay up-to-date on industry trends and changes, providing valuable insights to clients and colleagues to improve business performance.