Job Description

Location:

Remote (Canada) |

Compensation:

$60,000 CAD + Bonuses |

Contractor Role

At Phillips Mortgage, one of Ontario's fastest-growing mortgage teams, is expanding -- and we're looking for a

high-performing Operations & Client Experience Lead

to help elevate our client journey, streamline systems, and support our growth initiatives.

If you're organized, proactive, tech-savvy, and love creating 5-star client experiences... this is the role for you.

About the Role

As the Operations & Client Experience Lead, you will be the backbone of Team Phillips' daily execution. You will manage the mortgage file lifecycle from application to funding, own CRM and workflow systems, and ensure clients feel supported at every step.

This is a

high-responsibility

,

high-autonomy

contractor role working directly with MacDaniel Phillips (Mortgage Agent Level 2) and the broader Team Phillips network of realtors, lenders, financial partners, and lawyers.

What You'll Do (Core Responsibilities)

Client & File Management

Manage end-to-end mortgage file flow from application ? approval ? conditions ? funding Lead all client communications, follow-ups, and milestone touchpoints Prepare, manage, and organize compliance documentation Coordinate updates with realtors, lenders, appraisers, and lawyers
*

Systems & Operations

Own and update CRM + Velocity pipelines Track tasks, deadlines, key dates, and maintain project boards Support scheduling, calendar management, file updates, and client gifting Assist with event coordination for client & realtor initiatives
*

Team Growth & Implementation

Lead AI training rollout, SOP documentation, and internal system implementations Participate in brokerage training and execute new processes Complete annual AML/fraud and compliance requirements

Compensation & Bonuses

Base Contractor Compensation:

$60,000 CAD annually (HST inclusive), paid bi-weekly via invoice (e-transfer)

Performance Bonuses:

$4,000 bonus for every

$20M

in funded volume processed

50 bps on any personal production generated from your own client database

25% bonus compensation on Mortgage Protection Plan policies sold

Additional Benefits:

? Licensing + E&O reimbursement after 6 months (if re-obtaining license)

? CRM, Velocity, and all required communication tools provided or reimbursed

? Opportunity to grow into senior operational or underwriting roles

Contract Terms

Independent Contractor (responsible for own remittances) 90-day probation period 30 days' written notice for termination Flexible schedule; manage your own hours Advance notice required for longer absences Compensation paid only for hours worked Strict confidentiality required

Success Metrics

To excel in this role, you will:

Maintain accurate CRM updates weekly (file statuses, key dates, tasks) Respond to client communications within

1 business day

Ensure flawless execution of all client milestone updates Complete all AML/fraud and internal training on time

Who You Are

You thrive in fast-paced environments, love bringing order to chaos, and genuinely enjoy supporting clients through major financial milestones. You're detail-oriented, tech-forward, and obsessed with delivering an elevated experience.

If you have mortgage operations, underwriting, assistant, or client service experience --

you will excel here.

How to Apply

Send your resume and a brief introduction to:

mac@phillipsmortgage.ca

Subject line:

Operations & Client Experience Lead - Application

Job Type: Full-time

Pay: $60,000.00-$85,000.00 per year

Work Location: Remote