WE ARE HIRING!
nat rosasco • September 16, 2021
This Is Your Chance To Join The Best Mortgage Team!
Job Description
Loan Specialist
We are excited to bring a new member into our quick-moving and fast-growing team. As a progressive mortgage company, we pride ourselves on our client-focused, fun, and innovative ideas and systems.
This role is a key part of the customer journey and is focused on helping clients build their plan as a support of the mortgage advisor, working closely with other team members to ensure timely and exceptional feedback for a seamless client experience.
We Value:
- Client first approach
- Problem Solving (thinking on your toes)
- Attention to detail
- Positive work ethic
- New ideas & innovation promoted
- Team Player!
You Have:
- Experience in processing the following types of Documentation: Income (CRA), Financials, Bank Statements, Contracts, and Property Documents.
- Focus on supporting reviewing mortgage lending and clearly explaining information to clients.
- Proven experience as an administrative assistant or executive assistant
- Empathy and a HIGH focus on going above and beyond to exceed client expectations.
- Knowledge of office management systems and procedures
- Strong phone and communication skills
- Excellent time management and the ability to prioritize work
- Excellent written and verbal communication
- Strong organization skills
- Desire to grow, learn and willingness to EXCEED client expectations.
- Ability to adapt and complete tasks with minimal supervision
- Technical aptitude, including experience with CRM’s, Office, and ability to learn other web applications.
- Experience with FILOGIX is an asset
- Ideally has experience reviewing lending documentation.
- A Mortgage Broker License in BC will be a requirement of this position. If you do not currently have a license we will work with the right candidate to find one.
Some of Your Responsibilities:
- Client Communication of files & status
- Document Collection & Review
- Data Entry & CRM updating
- Managing tasks & following up throughout files
- Compliance Procedures
- Client Correspondence (Email / Phone / Mail)
- Client Care - Support & Happiness
Job Type: Permanent
Have more questions? Get a hold of us!
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How to Reach US! 📲
Call 604.398.5575 or Email us!
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