Experienced Mortgage Relationship Manager & Appointment Setter

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: TYPE OF WORK

Part Time

: SALARY

10 CAD

: HOURS PER WEEK

20

: DATE UPDATED

Jul 17, 2026

JOB OVERVIEW

This role is ideal for someone who enjoys speaking with people, building strong business relationships, creating opportunities through meaningful conversations, and working in a professional remote environment.

You will play an important role in helping grow our broker network, support business development initiatives, and strengthen relationships with mortgage brokers and industry professionals.

What You’ll Do
Make outbound calls to mortgage brokers and industry professionals
Build and maintain strong relationships with brokers and referral partners
Follow up after presentations, events, webinars, and marketing campaigns
Schedule meetings and presentations for our sales team
Gather information through structured conversations to develop broker profiles
Maintain accurate broker profiles, call notes, and follow-up activities in our CRM
Learn and understand lending products, programs, policies, and qualification guidelines
Gather information to help determine whether potential opportunities align with lending programs
Answer basic product-related questions and direct more complex inquiries to the appropriate tea ---------- mbers
Identify potential lending opportunities and refer qualified prospects to the sales and underwriting teams
Help strengthen engagement with high-potential broker partners
Participate in ongoing product and industry training

What We’re Looking For
Fluent in English
Excellent communication and relationship-building skills
Comfortable speaking with business professionals over the phone
Strong organizational skills and attention to detail
Able to work independently in a remote environment
Experience using CRM systems and business software
Able to quickly learn financial products, lending guidelines, and qualification requirements
Professional, proactive, and customer-focused mindset

Ideal Candidates Have Experience In
Appointment setting
Customer service or call center support
Mortgage industry support
Banking, lending, insurance, or financial services
Sales support or relationship management

Why Join Us?
This is an opportunity to become an important part of a sales and underwriting support team while building valuable relationships throughout the Canadian mortgage industry.
You will help expand the broker network, uncover new opportunities, support business development efforts, and contribute directly to organizational growth.

To Apply
Please submit the following:
A brief summary of your relevant experience
A 1–2 minute voice recording in both English and French
Confirmation that you are available to work Monday to Friday from 10:00 AM to 3:00 PM EST

To show that you have read the full posting, please begin your application with:
Relationship Building Drives Growth

We are looking for someone who is professional, personable, organized, and excited to help build long-term relationships while contributing to continued growth.

SKILL REQUIREMENT

Sales Management Appointment Setting Mortgages

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Experienced Mortgage Relationship Manager & Appointment Setter

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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