Mortgage Office Assistant
3 weeks ago
**Sagewise Capital Corporation **is a private lender specializing in first and second mortgages, residential and commercial financing.
**Mortgage Office Assistant**
The mortgage office assistant will be responsible for assisting the Broker in the day-to-day running of the brokerage. Creating Applications, Assisting Agents and Clients, Providing Insurance quotes...
Role Specific Accountabilities include, but are not limited to the following:
- Reviewing mortgage documentation for completeness and compliance with established credit policies.
- Verifying/validating all required mortgage/client information.
- Providing timely and accurate responses to brokers.
- Conduct client interviews.
- Negotiate with key stakeholders while adhering to credit policies
- Identify escalation items and work in conjunction with the underwriter to resolve them.
- Creating and Submitting Applications on Filogix
- Collecting and Reviewing Client Mortgage documents such as Mortgage Statements, T4, T1, NOA, Property tax bill, and insurance policy.
- Reviewing Credit Report.
- Maintaining CRM software.
- Communicating with A, B, and C lenders to provide requested documents.
- Informing Clients about Mortgage Offers.
- Identify escalation items and work in conjunction with the underwriter to resolve them
- Maintain a daily/weekly calendar for the Principal broker
- Order appraisal for clients as per broker directions
- Conducting bi-weekly follow-up calls with the agents to support their productivity
- Collect monthly compliance sheets from the agents and keep a record to help the broker process the payment
- Conducting monthly lender’s presentations for agents by contacting industry-leading lenders
- Maintain and keep track of daily office mails and cheques received
- Providing timely and accurate responses to brokers.
- Calling real estate agents to maintain a good relationship with them
- Keep track of monthly Equifax account payments & other utility bills
**Requirements**:
- Strong interest in wealth management: Investments, Insurance, Mortgages
- Excellent communication skills - both written and verbal.
- Excellent judgment / must be able to make independent decisions.
- Ability to work independently as well as part of a team.
- Excellent organizational and time management skills.
- Detail oriented.
- Works well under pressure.
- Experience in the use of Filogix, velocity, or other mortgage origination tools is an asset.
- Advanced skills in MS Office Suite (Word, Excel, PowerPoint, Outlook);
- Familiarity with mortgage process documents, i.e. Mortgage Statements, Purchase & Sale Agreements, T4A, T1, NOAs, Tax Bill, and Insurance Policy documents, is an asset.
Educational /Technical Experience:
- 1+ years of experience as a Mortgage Office assistant is an asset
- Previous office/customer service experience is an asset
- Possess solid MS Office/Computer skills
- Alternative mortgage lending experience is an asset
Take a look at our websites to learn more about Sagewise Capital:
**Job Types**: Full-time, Permanent
**Salary**: $18.00-$20.00 per hour
Schedule:
- Monday to Friday
**Education**:
- Secondary School (preferred)
Work Location: One location
Expected start date: 2023-01-16
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