nesto Logo

nesto

Mortgage Advisor

Reposted 12 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in Canada
Mid level
Remote
Hiring Remotely in Canada
Mid level
The Mortgage Advisor guides clients through the mortgage process, advising on products and financing options, managing leads, ensuring smooth transactions, and achieving sales targets.
The summary above was generated by AI

At nesto, our mission is to provide a positive, empowering, and transparent property financing experience that is simple from start to finish. Our team consists of skilled technology experts, caring mortgage specialists, and a diverse marketing team, all working together to lead change in the mortgage industry.


We are seeking a Mortgage Advisor to join our growing team based anywhere in Quebec. As a nesto Mortgage Advisor, you will guide clients through the mortgage process and help them secure the best financing solutions tailored to their needs. In this role, you will work directly with clients to close loans efficiently, ensuring a seamless and positive customer experience. The ideal candidate will have proven ability to achieve goals in a results-driven environment.


About the Role

  • Advise clients on mortgage products, interest rates, and financing options based on their financial situation.
  • Manage and follow up with pipeline of warm leads received from the Sales Development Coordinators in order to close deals with new clients. 
  • Collaborate with processing/fulfillment team to close deals and ensure smooth transactions and positive customer experiences.
  • Maintain compliance with industry regulations and company policies.
  • Cultivate and maintain strong client relationships through clear communication and proactive follow-ups.
  • Meet or exceed monthly and annual sales targets.


Who you are 

  • Experience in the financial services industry, ideally in a customer-facing or sales role.
  • Bonus points if you have experience working in the Canadian mortgage industry .
  • Possess a valid mortgage license in a Canadian province - a strong asset.
  • Excellent written and spoken communication.
  • Thrive in a fast-paced environment with the ability to multitask.
  • Tech-savvy and comfortable working with technology.
  • Works well with data, metrics, and performance indicators.
  • Demonstrate excellent follow-up and communication skills with borrowers, internal partners, and teammates.
  • Ambitious, empathetic collaborator motivated by the opportunity to have an impact on the future of the mortgage industry.


At nesto, we're proud of 

  • Our clients love our positive, empowering, and transparent mortgage financing experience. 
  • Our 4.5-star Google reviews talk by themselves!
  • We won the 2023 & 2024 CLA Lender of the Year award, recognizing our excellence in lending services.
  • We are a B Corp certified organization, highlighting our dedication to making a positive impact on our society and our planet.
  • Our highly skilled, diverse, and collaborative team, makes everything possible!
  • Our Mortgage Cloud platform gives financial institutions full access to nesto’s proprietary technology, powering a better client experience, from start to finish.


What we offer

  • Uncapped revenue earnings potential.
  • Contribute directly to shaping the experience that modernizes the Canadian mortgage industry.
  • Take advantage of nesto's employee mortgage program that provides our employees with the best, exclusive, preferred low rates.
  • Benefit from a generous time-off policy including 4 weeks vacation per year.
  • Enjoy a  premium benefits plan fully paid by nesto, including a top-class insurance plan and unlimited access to telemedicine and mental health service, for you and your family
  • Access to an annual health and wellness budget.

Diversity & Inclusion 

At nesto, we believe that creativity and collaboration are the results of a diverse team. We are committed to fostering a culture of diversity, equity, inclusion, and belonging, and we strongly encourage women, people of color, LGBTQIA+ individuals, and individuals with disabilities to apply. We are committed to creating a workplace that is inclusive and welcoming. welcoming to all.


-

Similar Jobs

12 Days Ago
Remote
Alberta, AB, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Mobile Mortgage Advisor builds relationships with financial advisors, manages a defined territory, drives referrals, and supports clients throughout the mortgage process based on a commission structure.
Top Skills: Digital Mortgage PlatformMortgage Cloud
Junior
Fintech • Payments • Financial Services
As a Mobile Mortgage Advisor, you'll develop your regional territory, build relationships with financial advisors, and drive mortgage solutions while leveraging technology for client support. This role offers uncapped commission and the opportunity to build a team over time.
Top Skills: Mortgage Cloud Technology
29 Minutes Ago
Remote
Canada
Senior level
Senior level
Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
As a Program Manager, you will optimize engineering operations, manage processes, enhance workflows, and improve collaboration across teams to deliver high-quality software.
Top Skills: AirtableAsanaConfluenceJIRA

What you need to know about the Vancouver Tech Scene

Raincouver, Vancity, The Big Smoke — Vancouver is known by many names, and in recent years, it has gained a reputation as a growing hub for both tech and sustainability. Renowned for its natural beauty, the city has become a magnet for professionals eager to create environmental solutions, and with an emphasis on clean technology, renewable energy and environmental innovation, it's attracted companies across various industries, all working toward a shared goal: advancing clean technology.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account