Closed listing
Mortgage Assistant
- Brampton, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
Similar jobs hiring now
Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Role Description This is a full-time, on-site Mortgage Assistant role based in Brampton, ON. The Mortgage Assistant supports mortgage brokers with daily administrative tasks, including preparing and processing mortgage applications, gathering client documentation, and maintaining accurate records in internal systems. The role involves communicating with clients, lenders, and other stakeholders to obtain information, clarify requirements, and provide updates on application status. The Mortgage Assistant helps review loan files for completeness, follows up on outstanding conditions, and ensures adherence to regulatory and company guidelines. Additional responsibilities include scheduling appointments, managing email and phone inquiries, and contributing to an efficient, service-focused office environment.
Qualifications
- Knowledge of the mortgage industry, including basic understanding of mortgage products and lending processes.
- Strong communication and customer service skills to interact professionally with clients, brokers, and lenders.
- Experience or familiarity with loans and mortgage lending, including documentation and eligibility requirements.
- Attention to detail and organizational skills for managing multiple files, deadlines, and follow-ups.
- Proficiency with office software (e.g., MS Office, CRM or loan origination systems) and comfortable working with digital records.
- Ability to work on-site in Brampton, ON, collaborating effectively within a team-oriented brokerage environment.
- High level of integrity, discretion, and respect for confidentiality when handling client financial information.
- Previous experience in financial services, banking, or mortgage administration is an asset; post-secondary education in business, finance, or a related field is beneficial.
More about this job
Responsibilities
Support mortgage brokers with administrative tasks, including preparing and processing applications, collecting client documents, maintaining records, and communicating with clients, lenders, and other stakeholders. Review loan files for completeness, follow up on outstanding conditions, support compliance with regulatory and company guidelines, and manage appointments and inquiries.
Requirements
Candidates should have a basic understanding of mortgage products and lending processes, strong communication and customer service skills, and careful organizational and file-management abilities. Proficiency with office software and digital records is expected; financial services or mortgage administration experience and post-secondary education in business, finance, or a related field are beneficial.
Skills
- Mortgage Application Processing
- Mortgage Industry Knowledge
- Loan Documentation
- Client Communication
- Customer Service
- Attention To Detail
- Organization
- File Management
- Deadline Management
- Follow-Up
- Regulatory Compliance
- Confidentiality
- Microsoft Office
- CRM Systems
- Loan Origination Systems
- Scheduling
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
Keywords
- Mortgage Brokerage
- Mortgage Applications
- Mortgage Products
- Lending Processes
- Loan Files
- Client Documentation
- Eligibility Requirements
- Mortgage Administration
- Financial Services
- Regulatory Compliance
- FSRA
- FCAA
- Microsoft Office
- CRM Systems
- Loan Origination Systems
- Digital Records
- Client Communication
- Lender Communication
- Customer Service
- Confidentiality
- Appointment Scheduling
- Email Inquiries
- Phone Inquiries
- Brampton, Ontario