Mortgage Advisor Assistant

3 months ago


Concord, Canada Rocket Rate Mortgages Full time

**Job responsibilities**:

- Client Profile Management: Create, organize, and maintain comprehensive client profiles, including income, down payment, and purchase documents. Maintain an organized system for easy access and reference.
- Document Management: Preview, save and label clients income, down payment and purchase documents such as bank statements, paystubs, letters of employments, T4s, T1s, photo IDs, APS, MLS listings etc. and report to mortgage underwriters if documents are sufficient for a submission to a lander or any necessary documentation is missing or needs to be requested;
- Appraisal Service Coordination: Order, track, and review appraisal services using specific platforms (e.g., Solidifi, NAS) or by directly coordinating with appraisal firms. Conduct thorough research to identify the most suitable appraisal firms when required, ensuring accurate property valuation.
- Database Maintenance: Keep the clients' database up to date by regularly updating client information, transaction status, and relevant notes. Ensure accurate records for efficient communication and transaction tracking.
- Client Communication and Document Collection: Communicate professionally and effectively with preapproved clients, skillfully requesting and collecting final documents necessary for mortgage approval. Demonstrate strong interpersonal skills and attention to detail throughout the process.

**Job Types**: Full-time, Permanent

Pay: $40,000.00-$52,000.00 per year

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Concord, ON L4K 4R3: reliably commute or plan to relocate before starting work (required)

**Experience**:

- mortgage: 1 year (preferred)

Work Location: In person


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