Mortgage Office Assistant

Focus Community Development Corporation; Alliston; On-site; CAD 30,000 - 60,000; Part time

Job summary

An exciting opportunity awaits for those eager to break into the financial services sector! This role as a Mortgage and Insurance Office Assistant is perfect for someone who is hardworking and dependable, with a strong desire to learn. You will manage customer deals, ensure compliance, and assist in the sales process within a supportive and dynamic environment. Join a company with over 20 years of experience that is dedicated to helping clients achieve their financial goals. If you're ready to embark on a rewarding career in the mortgage and insurance industry, this part-time position offers a fantastic chance to grow and develop your skills.

Qualifications

• High school diploma required; eager to learn mortgage and insurance processes.
• Proficient in social media for business communication.

Responsibilities

• Manage customer deals and ensure documentation compliance.
• Book appointments and provide customer service.
• Coordinate sales recruitment and manage social media.

Skills

Ability to follow instructions

Independent work

Social media proficiency

Desire to study mortgage and insurance

Customer service

Education

High school diploma or equivalent

Tools

CRM systems

Job description

Fantastic opportunity for a person wanting to enter the financial services industry and learn. Seeking a hardworking, dependable individual that desires to learn and work in the mortgage and insurance financial service industry. With over 20 years of experience, MLFSC is looking to expand and hire. As a Mortgage and Insurance Office Assistant, your primary responsibility will be to manage customer deals, learn the end-to-end sales process, and ensure documentation is signed and compliant. An enthusiastic desire to learn and be a part of a financial service company that helps clients achieve their mortgage and financial goals will be paramount for an interested applicant.

Part-Time 9:30am-1:30pm - 5 days a week M-F

Key Responsibilities:

1. Ensure deals are compliant
2. Book appointments for staff
3. Conduct hiring/interviews
4. Provide customer service
5. Complete mortgage broker and insurance licensing course
6. Update pipelines and CRM systems
7. Coordinate and participate in the sales recruitment process
8. Manage social media and website
9. Event planning for networking events
10. Email, phone, and meeting management

Skills Required

Required:

1. High school diploma or equivalent
2. Ability to follow instructions and work independently
3. Proficient in utilizing various social media platforms for effective business communication
4. Desire and ability to study and complete mortgage and insurance courses
5. Car required