Mortgage Broker Assistant

3 weeks ago

Calgary Alberta, Calgary region, Canada SMM Ventures Full time

Job Title:

Mortgage Broker Assistant


The Opportunity:

We are seeking a dynamic and efficient Mortgage Broker Assistant who will be supporting a high performing Mortgage Broker. The ideal candidate should be exceptionally agile and adept at managing multiple tasks simultaneously while maintaining high standards of precision. A positive attitude and a willingness to embrace learning opportunities are essential for thriving in this role. This position requires a proactive approach to problem-solving and the ability to adapt quickly in a fast-paced environment. If you are a quick learner and ready to, we would love to hear from you.


Responsibilities:

  • Manage Applications and Leads: Monitor and manage active mortgage applications and incoming leads to ensure timely processing.
  • Process Pre-approvals: Process mortgage pre-approvals daily with high accuracy, assess required documentation, and liaise with clients, brokers, and referral partners to gather all necessary information for submissions.
  • Meet Financing Conditions: Ensure all financing conditions are met promptly; communicate outstanding requirements with clients and follow-up as necessary.
  • Verify Client Information: Thoroughly cross-verify and validate client documents and data to maintain accuracy and integrity in processing.
  • Update and Maintain Records: Regularly update and maintain accurate records of client interactions and transactions, data, and client files in the various backend systems.
  • Deal Coordination and Closure: Assemble electronic signing packages for clients, help with any inquiries related to the signing process, and diligently verify that all necessary conditions are fulfilled to ensure seamless deal finalization.
  • Client Engagement and Renewals: Proactively manage client relationships by sending renewal notifications via email, meticulously maintaining records within the CRM system, and conducting follow-up calls for non-respondent renewals. Additionally, oversee the thoughtful distribution of touchpoints and gifts to clients to foster positive ongoing relationships.
  • Compliance and Confidentiality: Adhere to all regulatory compliance requirements and maintain strict confidentiality with client information.
  • Continuous Improvement: Continually seek ways to improve processes and enhance service efficiency.
  • Adaptability to Evolving Duties: Remain flexible and responsive to emerging tasks and responsibilities as things evolve, demonstrating a readiness to tackle new challenges and contribute to various projects that may fall outside of typical day-to-day duties.


Qualifications:

  • Previous Financial Services experience, with focus on mortgages and lending is preferred.
  • Legal Assistant experience, with focus on real estate will be strongly considered.
  • Strong technical skills and proficiency in using online portals, document processing programs (Adobe, Word, etc.), collaboration tools (Outlook, Teams, etc.), and the ability to learn new systems quickly is a requirement.
  • Managing multiple priorities and tasks, while ensuring client and broker expectations and dates are met.
  • Attention to detail and adherence to ensure accuracy of information is captured from clients and backend systems.


Compensation:

  • Competitive salary based on previous experience and qualifications. Performance based annual bonus is available.

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