Mortgage Assistant
1 day ago
**Job Summary**
**Responsibilities**:
- Provide exceptional customer service by addressing inquiries and resolving issues promptly.
- Manage CRM and all client files using Expert Pro software
- Communicate effectively with team members and clients alike
- Manage compliance on all customer files using Scarlett software
- Manage mortgage renewals and provide Lead Broker with updates on on all upcoming deals
- Maintain social media (IG) account
- Ordering client gifts, writing thank you cards, and holiday cards
- Attend industry events, and team meetings
**Qualifications**:
- Fluent in English.
- Strong customer service skills with the ability to communicate clearly and effectively.
- Basic math skills for handling financial transactions accurately.
- Familiarity with financial services and mortgage dealings is a plus.
- Familiarity with Expert and Scarlett mortgage software an asset.
- Proficient in Microsoft Excel, Word, Outlook, Canva, and Adobe
- Excellent organizational skills with attention to detail.
- Excellent problem solving skills with ability to find errors and ask questions.
- Ability to work independently.
- Familiarity With Mac iOS preferred
**Job Type**: Part-time
Pay: $20,000.00 per year
Expected hours: 20 per week
Additional pay:
- Bonus pay
**Benefits**:
- Casual dress
- Company events
- Paid time off
- Work from home
Schedule:
- 4 hour shift
- Monday to Friday
Work Location: Remote
Expected start date: 2025-02-03
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