Client Solutions

5 months ago


Toronto, Canada Mortgage Automator Full time

**About the job**

Mortgage Automator is an award-winning B2B SaaS in the financial technology (fintech) space with a strong focus on private lending. It’s a cloud-based loan management system that fully automates private lending businesses of any size: from document generation, compliance, and reporting, to helping manage investor relations, and more.

Driven by innovation, our software is constantly evolving to meet the needs of our customers. After becoming an established brand in Canada, we have since expanded to the U.S., Australia, and New Zealand.

We are bringing cutting-edge innovation to an industry that’s been stagnant for too long. This is reflected not only in our approach to development but also in our people. The Automator team consists of forward-thinking individuals with a strong drive to learn and find new ways of getting things done.

**Responsibilities**:

- Diagnose, troubleshoot and respond to customer inquiries and requests via various communication channels.
- Escalate issues as required.
- Provide guidance and support to our clients on our software.
- Document all interactions in the CRM and help maintain a comprehensive knowledge base.
- Foster relationships with clients

**Required skills and experience**:

- Proven experience in Technical support, Client Support or Quality Assurance testing for software products.
- Detail-oriented and methodical in identifying and documenting issues.
- Strong organizational and time-management skills, capable of multitasking and meeting deadlines in a fast-paced startup environment.

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

**Salary**: From $55,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Extended health care
- Work from home

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Call center: 1 year (preferred)
- Customer service: 1 year (preferred)

Work Location: Hybrid remote in Toronto, ON M5P 1S5



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