Mortgage Administrator

4 months ago


Kelowna, Canada Three Point Capital Full time

**Mortgage Administrator Role**

Three Point Capital Management is ready to add to our well established, dedicated work family. We combine vision, a strong work ethic and fun We combine enthusiasm, teamwork and working independently Corporate culture and leadership matter to us. A lot. Our team members are supported to learn, grow & lead. We are excited about the future and the opportunities we are stepping into

Three Point is a service-focused Kelowna-based company operating since 1994. We manage a fast-growing Mortgage Investment Corporation, working with both investors and licensed mortgage professionals.

**Position Overview**

**Responsibilities & Duties**

The Mortgage Administrator is responsible for processing financial and non-financial information such as:

- Reviewing files, preparing documents, and inputting data into company database and software programs
- Preparing Offer to Loan agreements and forwarding to mortgage brokers as well as subsequent follow up communication
- Preparing statements of loan advances
- Ordering and reviewing property title searches
- Reviewing signed documents and preparing mortgage instructions for lawyers’ offices
- Collecting and analyzing documents (i.e. insurance & property tax info) to meet pre
- and post-funding requirements
- Providing reliable, consistent support to Three Point Mortgage Underwriters
- Providing vacation coverage for other office positions as required
- Other duties as assigned which may include assistance in the mortgage renewal and default departments

**Position Requirements**:

- Excellent oral, written and interpersonal communication skills
- Ability to provide efficient, timely, reliable, and exceptional service to clients
- Ability to comprehend, analyze, and interpret documents
- Strong organizational and time management skills
- Ability to prioritize and multi-task
- Self-directed, intuitive and keen to learn new processes & procedures
- Advanced use of Microsoft Office specifically Excel, Word, Outlook
- Ability to work well independently and in a team environment
- High degree of confidentiality
- Adaptable and willing to fill other roles as needed
- Previous mortgage administration experience and/or Mortgage broker license an asset
- Experience with loan servicing or CRM software an asset
- Experience in the banking, accounting, or legal sector an asset
- Experience with Dolphin’s MIC Manager system an asset
- Friendly, positive, and kind

**Compensation Details**
- Working primarily on site in our Kelowna office with hybrid flexibility.
- We offer an excellent competitive compensation package commensurate with experience, including a team bonus plan, matching savings program, and a medical & dental benefits package.
- Training will be provided as needed (in the specifics of Three Point’s systems and processes).

**Invitation**
- This is a unique opportunity for an enthusiastic, motivated individual looking for professional advancement and to be part of a dynamic valued team and a growing company in a forward thinking, caring, corporate culture.
- We invite you to initiate further discussions about this new Three Point Capital role by sending your CV/resume to our Chief Operating Officer, Leanne Wilson

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

**Salary**: $25.00-$30.00 per hour

Schedule:

- Monday to Friday

Work Location: In person


  • Mortgage Specialist

    3 weeks ago


    Kelowna, British Columbia, Canada BMO Full time

    Application Deadline:09/29/2024Address:3155 Lakeshore Road, Unit 16Job Family Group:Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Mortgage Specialist can offer you all that and much...

  • Paralegal

    3 months ago


    Kelowna, Canada Rothwell Notary Corporation Full time

    Education: Other trades certificate or diploma - Experience: 1 year to less than 2 years **Work site environment**: - Non-smoking - Air conditioned **Work setting**: - Urban area - Legal firm - Relocation costs not covered by employer **Tasks**: - Draft contracts, prepare promissory notes and draw up wills, mortgages and other legal documents - Prepare...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job Summary:We are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives and providing exceptional customer service to our members.Key Responsibilities:Lead a team of Member Service Representatives to achieve...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job Summary:We are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives and providing exceptional customer service to our members.Key Responsibilities:Lead a team of Member Service Representatives to achieve...


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's communities. As a key player in the financial services industry, we are committed to providing exceptional service and innovative solutions to our members.Job SummaryWe are seeking a highly skilled Commercial Underwriter...


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's communities. As a key player in the financial services industry, we are committed to providing exceptional service and innovative solutions to our members.Job SummaryWe are seeking a highly skilled Commercial Underwriter...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job Title: Assistant Manager, Member ServicesJob Summary:We are seeking an experienced leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key Responsibilities:Lead a team of...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job Title: Assistant Manager, Member ServicesJob Summary:We are seeking an experienced leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key Responsibilities:Lead a team of...


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's communities. As a key player in the financial services industry, we strive to provide our members with reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance...


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's communities. As a key player in the financial services industry, we are committed to providing our members with exceptional service and innovative financial solutions.Job SummaryWe are seeking a highly skilled Commercial...


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's communities. As a key player in the financial services industry, we strive to provide our members with reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance...


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, with a strong presence in the province's communities. As a key player in the financial services industry, we are committed to providing our members with exceptional service and innovative financial solutions.Job SummaryWe are seeking a highly skilled Commercial...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job SummaryWe are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key ResponsibilitiesWork closely with the Manager, Member Services, to achieve team...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job SummaryWe are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key ResponsibilitiesWork closely with the Manager, Member Services, to achieve team...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job SummaryWe are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key ResponsibilitiesWork closely with the Manager, Member Services, to achieve the...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job SummaryWe are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key ResponsibilitiesWork closely with the Manager, Member Services, to achieve the...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job SummaryWe are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key ResponsibilitiesWork closely with the Manager, Member Services, to achieve the...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job SummaryWe are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key ResponsibilitiesWork closely with the Manager, Member Services, to achieve the...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job SummaryWe are seeking an exceptional leader to fill the role of Assistant Manager, Member Services. As a key member of our team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key ResponsibilitiesWork closely with the Manager, Member Services, to coordinate the needs of the...


  • Kelowna, British Columbia, Canada Coast Capital Full time

    Job SummaryWe are seeking an exceptional leader to join our team as an Assistant Manager, Member Services. As a key member of our leadership team, you will be responsible for leading a team of Member Service Representatives in providing exceptional service to our customers.Key ResponsibilitiesWork closely with the Manager, Member Services, to achieve team...