About Pegasus
Pegasus Mortgages Lending Center is a boutique multi-national mortgage brokerage with offices in Toronto, Canada, and Miami, USA. We work with a variety of banks, professional associations, alternative and private lenders. We are looking for a visionary, driven self-starter to be our Mortgage Sales Executive. Reporting directly to our Team Lead Sales and Development along with our Chief Executive Officer, you will be responsible to develop a premiere sales culture and manage our client base.
Major Responsibilities:
· Play a key role in advising clients of high-level mortgage and investments solutions from a range of available mortgage and investment solutions
· By asking thoughtful financial questions, engage with customers, and create positive experiences to retain and deepen relationships
· Increase customer financial confidence by providing personalized mortgage and investment advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
· Act as a point of contact for the frontline staff and sales agents in handling client concerns and mortgage transactions
· Maintain professional space in common areas as per the marketing and regulatory guidelines
· Work closely with existing and prospective clients to provide a financial review of their mortgage products, discuss portfolio updates and suggest additionally personalized solutions based on their financial goals
· Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
· Strive to achieve and improve service level agreements and productivity targets
· Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
· Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
Required Experience:
Other Requirement:
Salary: