Mortgage Representative Assistant

As an assistant, your role is to support the mortgage representative’s business development by carrying out administrative tasks for various transactions. You are responsible for preparing, entering and reviewing mortgage applications while respecting Desjardins's high quality standards. You must manage priorities and demonstrate the necessary leadership to handle administrative and operational requests from the mortgage representative or your immediate manager. Your ability to communicate effectively and your ability to adapt your approach to various situations allow you to coordinate everything and follow up on documentation with clients and internal and external partners in order to provide the best possible service. More specifically, you will be required to:

• Manage mortgage applications from the mortgage representative's members and clients and process them within the prescribed deadlines.
• Support the mortgage representative's business development activities and help take care of members and clients.
• Process requests for information, carry out research, ensure follow-ups, make corrections and, if necessary, propose solutions.
• Help improve your department's administrative and operational activities.
• Comply with the Desjardins Code of Professional Conduct, governance documents and internal procedures by ensuring that your work demonstrates exemplary compliance.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Proficiency in IT tools and Office365
• Knowledge of Mortgage financing solutions for individuals (an asset)
• Knowledge of Caisse network, other Desjardins components and mortgage players in Quebec
• Proficiency in written French.

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family: Member/client sales and service (FG)

Unposting Date: 2025-04-11