Mortgage Advisor

Posted 5 Days Ago
Be an Early Applicant
Toronto, ON
1-3 Years Experience
Fintech • Payments • Financial Services
The Role
Manage customer deal flow, act as a liaison between underwriter, lender, and clients, develop strategies for increasing conversion, build rapport with customers, procure required documentation
Summary Generated by Built In

About Pine

At Pine, we're all about transforming the outdated and complicated home financing process, and creating a simpler, faster, and better experience for Canadians. How? With innovative technology and talented, understanding people.

We strive to have a culture where everyone shares ideas and gives input, takes ownership, feels valued and takes pride in their work. We work hard and play hard!

Fresh off our Series A funding, we have strong financial backing from some of North America’s most sought after VC’s and we’re ready to disrupt the Canadian Mortgage Market in a HUGE way!


About the Role

Pine is hiring a Mortgage Advisor to help in facilitating a smooth and quick homebuying experience. You’ll be getting in on the ground level and playing a critical role in shaping our internal processes and customer experience.

You will interact and oversee the flow of applicants through all stages of the mortgage process. We are looking for a mortgage advisor who not only understands the procedures and various available mortgage products, but is also passionate about creating amazing borrower experiences.


You’re excited about this opportunity because you will… 

  • Manage customer deal flow, while ensuring prioritization of files in progress
  • Act as a liaison between underwriter, lender and clients
  • Work with Operations Manager to develop strategies for increasing conversion and building efficient processes to maximize volume
  • Work directly with customer to build rapport and to help them in determining the right product for their needs based on your professional discretion
  • Ensure all required documentation is procured and reviewed prior to underwriter submission


We’re excited about you because of your… 

  • 2+ years of mortgage advisory experience
  • Mortgage agent/broker licensing is highly desirable
  • Past experience managing a large portfolio of clients
  • A customer-centric mindset to help shape the borrower’s homebuying experience
  • Willingness to learn new skills and to rethink existing processes


Our Commitment to Diversity and Inclusion

We’re committed to growing and empowering a more inclusive community within our company. That’s why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table.

If you need any accommodations, please inform Human Resources upon initial connection.

The Company
Toronto, Ontario
52 Employees
On-site Workplace
Year Founded: 2021

What We Do

Pine is transforming the Canadian home financing process by creating a new digital-first, direct-to-consumer and low-rate process for our clients

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