Administrative Services Representative

1 week ago


Mississauga, Canada Sagewise Financial Corporation Full time

**Job Overview**

**Key Responsibilities**

**Mortgage & Payment Administration**
- Process EFTs for payment collection and payouts to investors, verifying against prior-month records and exception cases.
- Follow up on missed payments with customers, brokers, and solicitors.
- Facilitate default management by coordinating with legal teams, customers, brokers, and internal staff.
- Assist with mortgage renewals, including fee collection and communication with all parties.
- Prepare and complete post-funding checklists by reviewing legal and underwriting documents for accuracy and compliance.
- Discharge mortgages upon verification of legal documents, ensuring proper filing and record keeping.
- Upload, organize, and maintain mortgage-related documents in digital filing systems.

**Portfolio & Financial Analysis**
- Analyze portfolio data and prepare reports for senior management.
- Generate regular reports on investors, borrowers, NSF, renewals, and default mortgages.
- Provide accurate investor and broker statements on request.
- Support CEO/COO with financial projects including cost negotiations, property reviews, and rental structure analysis.

**Operational Support & Communication**
- Ensure accurate data entry and record-keeping for all financial and mortgage-related transactions.
- Assist with troubleshooting financial/mortgage software (e.g., Automator) and liaise with service providers when necessary.
- Attend meetings (virtual/in-person) and assist customers visiting the office.
- Support team members across departments with administrative and operational needs.

**Qualifications & Skills**
- Education: Bachelor’s degree or diploma in Accounting, Finance, Business Administration, or related field.
- Experience: 2- 4 years of experience in accounting, banking, mortgage administration, or portfolio management.
- Strong understanding of mortgage operations, financial reporting, and record-keeping.
- Extreme attention to detail with the ability to review complex financial and legal documents accurately.
- Proven ability to multitask and manage competing priorities under deadlines.
- Proficiency in Excel, financial reporting tools, and document management systems.
- Strong analytical and problem-solving skills with the ability to prepare clear financial reports.
- Effective communication skills, both verbal and written, to collaborate with team members, clients, brokers, and legal professionals.
- Knowledge of AML/Compliance requirements in financial services is an asset.

**Key Attributes**
- Organized and methodical in handling records.
- Proactive and resourceful in resolving issues.
- Team-oriented but capable of working independently.
- Ethical, confidential, and professional in handling sensitive financial data.

**Work Hours**

Monday - Thursday

11am - 5:30pm

Pay: From $18.00 per hour

**Benefits**:

- Dental care
- Extended health care
- Paid time off

Work Location: In person



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