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OaSIS 2025 Version 1.0
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10020.03 – Mortgage broker managers

Financial brokerage managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide mortgage services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives.

Overview

Example job titles

  • Mortgage broker manager

Core competencies

  • Monitoring to maintain compliance with regulations, evaluate the effectiveness of policies and procedures and ensure the brokerage meets its performance targets and operational standards
  • Management of Financial Resources to allocate resources efficiently, monitor financial metrics and ensure the profitability of the brokerage’s financial operations
  • Mathematical Reasoning and Numerical Ability to analyze financial data, assess risks, calculate costs and clearly communicate complex financial information to clients
  • Deductive Reasoning to logically infer and apply general financial principles to specific client situations, ensuring accurate decision-making in loan approvals and risk assessments
  • Leadership to guide and inspire teams, ensuring efficient operations and satisfactory client outcomes in mortgage processes
  • Knowledge in Client Service to provide tailored mortgage solutions while ensuring high levels of client satisfaction

Main duties

This group performs some or all of the following duties:

  • Plan, organize, direct, control and evaluate the operations of an establishment or department that finds lenders or lending institutions on behalf of clients seeking a mortgage.

Additional information

  • There is no mobility between the different types of managers in this unit group.
  • Progression to senior management positions is possible with experience.

Similar occupations classified elsewhere

Exclusions:

  • Advertising, marketing and public relations managers (10022)
  • Banking, credit and other investment managers (10021)
  • Financial managers (10010)
  • Other business services managers (10029)
  • Senior managers - financial, communications and other business services (00012)

O*NET in-it

This page includes information from the O*NET 27.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. Employment and Social Development Canada has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.