Mortgage Administrative Assistant/Underwriter

Who We Are:

Janna Dawdy, Principal Broker & Owner of JCMortgages.ca is an award-winning mortgage broker with 30 years in the industry. With over 475+ 5-star Google reviews, we provide exceptional customer service to clients through ongoing support, community events, and more.

What You’ll Be Doing:

1. Underwriting and structuring mortgages with full knowledge of lender products
2. Collecting and following up with clients as needed for all documentation required
3. Reviewing and verifying applications and supporting documentation
4. Reviewing and specifying conditions as necessary
5. Ensuring compliance with regulatory standards and company policies
6. Documenting processes and effectively communicating with clients
7. Providing excellent customer service throughout the entire mortgage process via email, phone calls, and occasionally in-person
8. Effectively multitasking to execute on many deals at once using Velocity as your mortgage operating system
9. Liaising with lenders, real estate agents, appraisers, lawyers, and clients with the highest level of professionalism and organization
10. Collaborating with JCMortgages.ca staff (Principal Broker and administrative staff) on a variety of projects and tasks
11. Responsible for follow-up processes (including but not limited to communications, documenting, commission tracking, and more)
12. Supporting day-to-day brokerage operations and providing additional administrative support as needed

Who You Are:

1. Experienced: you have 1-2 or more years in the mortgage industry in a similar role
2. Client-Focused: you have a passion for going above and beyond for clients and want to build lasting relationships
3. Detail-Oriented: your meticulous nature ensures that no detail is overlooked and you excel at managing documentation and compliance requirements
4. Multitasker: you thrive in a fast-paced environment
5. Communicator: you have excellent communication skills and are adept at explaining complex processes clearly and effectively
6. Team Player: you work well in a collaborative environment, supporting colleagues and contributing to a positive team culture
7. Problem Solver: you are proactive, analytical and resourceful
8. Tech-Savvy: you are comfortable using client software systems and learn quickly

Bonus Points If…

1. You're a Mortgage Agent or have direct experience in a similar role
2. You previously worked full-time and in an office setting
3. You have previously worked with Velocity as your mortgage operating system

Why You Want to Work With Us:

1. Quarterly per-file bonuses
2. Join a well-respected and accomplished brokerage to use your skills in a fulfilling role
3. Staff “team-bonding” events and a positive work environment
4. Get involved in your community through our charitable extension, JCMakes a Difference, and volunteer as a team