Mortgage Broker Executive Assistant

Arrange My Mortgage; Edmonton; On-site; CAD 60,000 - 80,000; Part time

Job summary

A leading mortgage brokerage in Canada is seeking a Mortgage Broker Executive Assistant to support a top-performing Mortgage Broker. Responsibilities include managing client communications, handling documentation for mortgage approvals, and providing excellent customer service. The ideal candidate will have 1-2 years of experience in a service role, exceptional communication skills, and proficiency in Microsoft Office. This part-time position offers $18.00-$21.00 per hour with flexible hours.

Benefits

Bonus pay

Qualifications

• 1-2 years of experience in a service and sales support role.
• Exceptional customer service skills.
• Strong organizational skills and ability to multi-task.

Responsibilities

• Provide superior service to client requests via fax, email, and telephone.
• Manage social media and client appointments.
• Verify asset statements for lender down payment verification.

Skills

Customer service skills

Communication skills

Organizational skills

Computer skills in Microsoft Office

Problem solving skills

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Microsoft Outlook

Job description

Overview

As a Mortgage Broker Executive Assistant, you will support a top producing Mortgage Broker in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently.

What will you do?

• Consistently provide superior responsive service to client fax / e-mail / telephone requests
• Managing social media.
• Calling new leads and existing customer database to book appointments with the mortgage broker.
• Managing Mortgage Broker’s telephone/e-mail/mail, proactively responding to correspondence/requests.
• Managing files from the time they are approved by the lender until all of the lender’s conditions are met on the mortgage approval and the file is ready for funding.
• Updating the client mortgage files to outline the outstanding conditions on the file in CRM to keep other team members aware of the relevant details of the active mortgage file.
• Following up on documentation within four business hours of receipt.

Submitting the required documentation to lenders to fulfill all outstanding conditions of mortgage approvals.

• Preparing approval packages for clients once mortgage commitments are received from lenders.
• Ordering and reviewing client appraisals.
• Reviewing and satisfying lender and compliance requirements for consent, mortgage commitment, disclosure, amortization, and other relevant documents required for funding the mortgage.
• Receiving, reviewing, and approving supporting documentation from borrowers.

Verifying asset statements to satisfy lender down payment verification requirements.

What do you need to succeed?

• 1-2 years of demonstrated excellence in a service and sales support role working in collaboration with a sales team providing advice and responding to client requests.
• Exceptional customer service skills.
• Excellent communication skills, oral/written skills, good business writing.
• Strong organizational skills with the ability to multi-task and prioritize.
• Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook.
• Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications).

Nice-to-have

• Resourcefulness and able to work independently.
• Sales-oriented, self-motivated, self-managed and thrive in a fast paced environment.
• Strong problem solving skills with a sense of urgency.
• Strong knowledge of the mortgage process and Home Financing products is an asset.

Job Details

• Job Type: Part-time
• Pay: $18.00-$21.00 per hour
• Expected hours: 20 – 30 per week
• Additional pay: Bonus pay
• Schedule: Monday to Friday; Weekends as needed
• Education: Bachelor\'s Degree (preferred)
• Experience: service and sales support role : 1 year (preferred)
• Work Location: In person