Courtier en Prêt Immobilier
Core
Mortgage broker responsible for client onboarding, financial file preparation, and guiding clients through the mortgage process to bank approval and notary funding.
Role type
Mortgage broker (IC)
Builds
Residential mortgage loans for individual clients
Domain
Real Estate Finance
Deliverable
client delivery
Required skills
Financial document analysis, solvency assessment, client relationship management, business development, partnership management, regulatory compliance
Preferred skills
Commercial acumen, target achievement, network growth
Technologies
Mortgage software, banking platforms, notary systems
Responsibilities
Schedule client appointments from leads or prospecting; Prepare and analyze mortgage financing files including document verification and solvency studies; Guide clients from file setup to bank meeting and notary funding; Prospect and develop a portfolio of business sources (developers, real estate agencies, notaries); Retain business sources, banking partners, and clients.