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Freelance Remote Mortgage Processor Jobs in Calgary, AB

Mortgage Agent - Alberta

Calgary, AB · Remote

CA$55K - CA$105K/yr

Ensure a smooth mortgage application process for clients, provide insight and thought to ... This is a remote opportunity - however, we do have an office space downtown Toronto for those who ...

Freelance Remote Mortgage Processor information

What is a freelance remote mortgage processor?

A Freelance Remote Mortgage Processor is an independent contractor who works from a remote location to assist mortgage lenders and brokers in processing loan applications. Their main responsibilities include gathering and reviewing financial documents, verifying applicant information, and ensuring all paperwork complies with lending regulations. By working remotely, they provide flexibility and cost savings for lenders while managing multiple clients or projects independently. This role requires strong attention to detail, knowledge of mortgage industry regulations, and effective communication skills to coordinate with underwriters, loan officers, and clients.

What are the key skills and qualifications needed to thrive as a freelance remote mortgage processor?

To thrive as a Freelance Remote Mortgage Processor, you need a solid understanding of loan processing, mortgage regulations, and document verification, typically supported by industry experience or relevant certifications. Familiarity with loan origination systems (LOS), document management software, and e-signature tools is crucial for efficient remote work. Exceptional organizational skills, attention to detail, and proactive communication help you manage multiple files and coordinate with clients and lenders. These skills ensure accurate, timely loan processing and client satisfaction in a highly regulated, deadline-driven environment.

What are common challenges faced by freelance remote mortgage processors and how can they be managed?

Freelance remote mortgage processors often encounter challenges such as coordinating communication across multiple time zones, managing high volumes of documentation, and ensuring compliance with ever-changing regulations. To manage these effectively, it's important to establish clear communication channels with lenders, brokers, and underwriters, utilize secure document management platforms, and stay up-to-date with industry training and regulatory changes. Building strong organizational habits and leveraging technology can help streamline workflows and reduce errors, ensuring efficient loan processing and client satisfaction.

What is the difference between Freelance Remote Mortgage Processor vs Remote Mortgage Underwriter?

AspectFreelance Remote Mortgage ProcessorRemote Mortgage Underwriter
CredentialsLoan processing certifications, knowledge of mortgage documentsUnderwriting certifications, mortgage guidelines expertise
Work EnvironmentRemote, freelance, flexible hoursRemote, often full-time or contract
Employer/Industry UsageMortgage brokers, lenders, freelance platformsMortgage lenders, banks, underwriting firms

The Freelance Remote Mortgage Processor primarily reviews and prepares mortgage documents, while the Remote Mortgage Underwriter assesses risk and approves or denies loan applications. Both roles require mortgage industry knowledge and certifications but differ in responsibilities and work setup. The processor is often freelance and flexible, whereas the underwriter may work full-time remotely for lenders or banks.

What are the most commonly searched types of Remote Mortgage Processor jobs in Calgary, AB?

The most popular types of Remote Mortgage Processor jobs in Calgary, AB are:

Mortgage Agent - Alberta

Ratehub

Calgary, AB • Remote

CA$55K - CA$105K/yr

Full-time

Medical, PTO

Re-posted 26 days ago


Job description

Attention Retention/Renewal Specialists, Mortgage Agents and Financial Advisors – we are looking for you! 

Ratehub has an opening on our inside sales team for a Mortgage Agent (Alberta) who will be responsible to convert leads into closed mortgage transactions. This is a great opportunity with competitive compensation, including a base salary plus monthly commission. 

Responsibilities and Duties

  • Taking inbound leads, online, or by phone, and converting them to closed mortgage applications, with the support of the documents fulfillment team
  • Ensure a smooth mortgage application process for clients, provide insight and thought to continuously improve the customer experience, handling customer complaints, should they arise
  • Maintaining your Certified Mortgage Agent designation

 Required Qualifications, Qualities, and Skills

  • 3+ years of mortgage sales experience. 
  • Self-motivated with excellent relationship building skills.
  • Proficient in using sales tools and software.
  • Ability to multitask and pay strong attention to detail.
  • Analytical: You can break down complex information for our client.
  • Resourceful: You may not have all the answers, but you know how to get them.
  • Proactive: You are never idle and love being busy.
  • Positive attitude: We have a great culture and want to preserve it.

Why is this an amazing opportunity?

  • Ratehub is Canada's #1 mortgage lead generation company.
  • We have funded over 18 Billion of Mortgage Volume to date.
  • You will be a part of a highly intelligent sales team.
  • High quality leads are provided daily.
  • This is a remote opportunity - however, we do have an office space downtown Toronto for those who would like to attend in person.
  • Competitive compensation package consisting of salary and commission
  • 3 weeks of paid vacation to start
  • Competetive health benefits start on day 1, funded completely by Ratehub.
  • Ratehub is a 4x winner of the Canadian Mortgage Brokerage of the Year Award (2018, 2019, 2020, 2021).

We are dedicated to providing our customers the best mortgage rates, advice, and service. We believe in financial transparency, product innovation, entrepreneurship and community.

Our ideal candidate profile?

This is a great opportunity for someone currently working as a Financial Advisor, Mortgage Specialist or Mortgage Retention Specialist who is looking for a more dynamic and lucrative opportunity. Our ideal candidate is a highly intelligent, resourceful and self-motivated individual, with a strong financial aptitude and excellent customer service skills - sound like you?

This job posting is for a currently open vacancy.

AI technology is not used in the screening and assessment process of our recruitment.

Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

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