Mortgage Assistant

3 months ago


Calgary, Canada Sky Vision Development Full time

**Job Summary**

**Responsibilities**
- Provide administrative support, including scheduling meetings, managing calendars, and organizing files.
- Assist with customer service inquiries, ensuring a positive experience for clients.
- Handle cash management tasks, including processing transactions and maintaining accurate financial records.
- Knowledge of how bank, Trust and private lending functions
- Familiarity with mortgage process documents i.e. mortgage statements, purchase and sale agreements, insurance policy documents
- Assist with bookkeeping tasks using quickbooks, including invoicing and expense tracking
- Collaborate with various departments to streamline processes and improve efficiency.
- Maintain confidentiality of sensitive information while adhering to company policies.

**Requirements**:

- 2-3 years of experience required
- Strong customer service skills with a focus on client satisfaction.
- Basic understanding of financial services and cash management principles.
- Proficiency in math for handling financial transactions accurately.
- Ability to negotiate effectively and work collaboratively within a team environment.
- Strong organizational skills with attention to detail and the ability to multitask effectively.

Pay: $20.00-$25.00 per hour

Expected hours: 40 per week

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday
- Weekends as needed

**Experience**:

- mortgage: 1 year (preferred)

Work Location: In person

Application deadline: 2024-10-25
Expected start date: 2024-10-25



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