Mortgage Assistant

Job details

Here’s how the job details align with your profile.

Pay

$20,000 a year

Job type

Part-time

Shift and schedule

4 hour shift
Monday to Friday

Location

Edmonton, AB

Full job description

Job Summary
We are seeking a dedicated and detail-oriented Assistant to support a Sr. Mortgage Broker in various administrative tasks. The ideal candidate will possess strong customer service skills, be proficient in communication, and have a solid understanding of financial services. This role requires a proactive individual who can manage multiple tasks efficiently while maintaining a high level of professionalism.

Responsibilities:

• Provide exceptional customer service by addressing inquiries and resolving issues promptly.
• Complete end to end mortgage applications on behalf of clients.
• 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.
• Perform general administrative duties such as email management, scheduling appointments, ordering marketing materials, and making client calls.
• Manage mortgage renewals and provide Lead Broker with updates on all upcoming deals.
• Maintain social media (IG) account.
• Order client gifts, write thank you cards, and holiday cards.
• Attend industry events and team meetings.

Qualifications:

• 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 is an asset.
• Proficient in Microsoft Excel, Word, Outlook, Canva, and Adobe.
• Excellent organizational skills with attention to detail.
• Excellent problem-solving skills with the ability to find errors and ask questions.
• Ability to work independently.
• Familiarity with Mac iOS preferred.

If you are a detail-oriented person, have high attention to detail, have a passion for providing excellent support, and are eager to contribute to our team's success, we encourage you to apply for this exciting opportunity!