Mortgage Assistant

**Mortgage Assistant**

Remote/Hybrid Part-time Entry level position: Looking for a Part-Time **Trilingual** Mortgage Assistant / Compliance Associate (turning to Full-Time position gradually)

Hi everyone Our team at SmartMoney is growing, and we’re excited to announce an immediate opening for a part-time Trilingual Mortgage Assistant / Compliance Associate to join our team.

**About the employer**:
Since 2002, Preet Singh has been helping his residential & commercial mortgage clients reach their financial goals and dreams with a focus on client-first environment which is built on service and trust. Preet is a very detail oriented, competitive person, prides himself on providing high credit quality, straightforward and clear communication also along with finding solutions to meet every client’s financing needs. He dedicates his success to all the referrals from satisfied clients, realtors and builder partners.

**Who you are, what skills we are looking for**:

- Have language skills: fluent in English, Punjabi, Hindi and/or Urdu.
- Have superior computer / technology skills, proficiency with MS Office suite, including Word, Excel and PowerPoint.
- Be highly organized and a self-starter, able to work independently and multi-tasking in a fast-paced environment.
- Demonstrate excellent time-management skills, and be able to meet/exceed timelines and SLA expectations from a customer as well as business-partner perspective.
- Demonstrate high-level accuracy and attention to detail.
- Demonstrate passion for helping customers, excellent customer service, strong interpersonal skills and communicate effectively, both verbally and in writing.
- Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans.

**Education and Experience**:
A combination of education and experience equivalent to diploma / bachelor’s degree in commerce, business administration, finance or a closely related field, and at least (1-2) years' experience in the direct sales / customer service environment.

**What you'll be doing, what to expect (job profile)**:
This position contributes to the success of the mortgage specialist by allowing the specialist to focus on sales and business development activities.

You provide day to day support to the specialist in all areas of database management, administrative tasks gradually leading to become a fulfillment / compliance specialist (document review, income verification, and assisting with client communications, data input/tracking, etc.).
- Independence: This is primarily a remote / hybrid position, so you must be self-motivated, disciplined, and able to thrive without constant supervision working from your home office.

**How You'll Succeed**: As a member of the mortgage team, you’ll work in a fast-paced environment where you’ll make a meaningful difference in our clients’ lives.
- You’ll foster key relationships with clients: review customer profiles, engage customers in a needs-based conversation to identify potential opportunities and implement outbound and inbound telemarketing campaigns to capture new mortgage business.
- Develop, maintain and utilize pipeline management system to expeditious turnaround times and ensure high quality service.
- Resourceful self-starter with courage and confidence to approach customers.
- Maintains current knowledge of mortgages, other personal banking products, practices, and trends and integrates into customer conversations.
- Establish and maintain effective working relationships with a diverse group of people, including lenders and other partners.

**What you need to know**:
**Job Location**:Edmonton, AB

**Employment Type**:Hourly / Contract. You need to be legally eligible to work at the location specified above.

**Weekly Hours**:20 - 25 at start gradually leading to full-time hours.

**Additional Information**
**Training & Onboarding**:We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

If you or someone you know who is a fit for this position, then please feel free to send me a DM to discuss this opportunity further. We look forward to hearing from you

Tag or share with someone who might be a great fit

Thank you

Preet Singh

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

Expected hours: 20 - 25 per week

**Benefits**:

- Casual dress
- On-site parking

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday
- Weekends as needed

Application question(s):

- Do you have your own working computer (laptop / desktop) ?
- Are you willing to undergo a background check, in accordance with local law/regulations?

**Education**:

- Secondary School (preferred)

**Experience**:

- Sales: 1 year (preferred)
- Customer service: 1 year (preferred)

**Language**:

- Punjabi (preferred)
- Hindi (preferred)
- Urdu (preferred)

**Location**:

- Edmonton, AB (preferred)

Work Location: Hybrid remote in Edmonton,