Mortgage Broker (Contract)
WealthsimpleSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, Mortgage BrokingIndustries
Requirements
The ideal candidate will have proven experience as a mortgage broker, platform trainer, or CRM coach within residential lending. A strong understanding of Salestrekker 2.0 or similar platforms is essential, along with excellent communication and presentation skills. Experience in creating training resources and comfort with remote training technology are also required. A Certificate IV in Finance and Mortgage Broking is desirable.
Responsibilities
The Platform Trainer will design and deliver training programs for mortgage brokers, focusing on Salestrekker 2.0 features and best practices. Responsibilities include coaching brokers, developing user guides and video tutorials, acting as a subject matter expert, and tracking training outcomes. The role involves guiding brokers through platform automation, workflow, and client management tools, supporting compliance configurations, and troubleshooting platform issues.
Skills
Mortgage Broking
Platform Training
CRM Coaching
Residential Lending
Salestrekker 2.0
Workflow Automation
Compliance
Client Service
Training Resource Development
Virtual Training
Digital Communication Tools
Problem-Solving
Connectly
AI-powered marketing automation for e-commerce
About Connectly
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.
San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity
Risks
Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.
Differentiation
Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.
Upsides
Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.
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