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Mortgage Agent Assistant

2 weeks ago

Cambridge, Canada The Findlay Mortgage Team Full time

Ready to dive into an invigorating, dynamic office setting that redefines teamwork? The Findlay Mortgage Squad is on the lookout for an exceptional Mortgage Assistant to amplify our vibrant brokerage. In this pivotal role, you'll be the backbone of our operations, masterfully handling administrative tasks, database management, and client relations from initiation to the victorious conclusion of each file.

Think of our office as a bustling hub of ideas and action - that's our work environment. Your talent for skillfully juggling tasks, setting priorities, and delivering results in a timely manner will be critical. Here, it's all about collaboration, confidence, and our shared drive to conquer client success milestones. Ready to step into this exhilarating role and make some waves with us? Your spot in our dynamic team awaits

**In this dynamic role, your responsibilities will encompass**:

- Orchestrating consultations between mortgage agents and clients.
- Organizing and maintaining client-provided documents, such as financial statements, bank statements, property documents, and identification.
- Supervising files from lender approval to the meeting of all conditions for mortgage approval, ensuring readiness for funding.
- Keeping the team in the loop by updating client mortgage files in our CRM.
- Assembling and dispatching Client Signing Packages upon receipt of mortgage commitments from lenders.
- Providing regular updates to the agent/broker on file, highlighting the client's progress and any urgent matters.
- Ordering, tracking, and reviewing appraisals via specific platforms or by liaising directly with appraisal firms.
- Coordinating follow-ups with clients, lawyers, appraisers, lenders, etc.
- Utilizing computer skills to operate spreadsheet, word-processing, and database management software.
- Superior interpersonal skills
- Exceptional attention to detail and high level of accuracy.
- Impressive organizational and time management abilities.
- The capacity to work independently and multitask in a high-paced, competitive market.
- Outstanding verbal and written communication skills with borrowers, lenders, solicitors, and internal staff.
- The passion to manage a file as if it's their own and deliver an exceptional client experience.
- The ambition to contribute ideas for improving processes, aiming for growth alongside the team.
- Excellent stress management skills.
- Strong mathematical and analytical abilities.
- Prior experience in mortgage/credit lending.
- Proficiency in Excel, Word, Adobe, and the agility to adapt to our internal software systems.
- At least 2 years of office experience.
- A Post-Secondary Degree in Business Administration or a related field is a bonus.

**Job Type**: Full-time

**Salary**: $50,000.00 per year

**Schedule**: Monday to Friday, 9am-5pm

**Ability to commute/relocate**:Cambridge, ON N1S 2M6: reliable commute or relocation plan before work begins (preferred)

**Shift availability**: Day Shift (preferred)

**Work Location**: On-site

**Salary**: $50,000.00 per year

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Ability to commute/relocate:

- Cambridge, ON N1S 5C3: reliably commute or plan to relocate before starting work (required)

**Experience**:

- mortgage: 1 year (preferred)

Work Location: In person