Job description

Our growing mortgage brokerage is looking for a qualified Senior Administrative assistant to support our very busy Underwriters and Compliance Officer. We are blessed to have an abundance of business and demand for our unique services continues to grow especially with the recent launch of our first Mortgage Fund Trust. The main responsibilities will be to assist and fully support our Underwriters, Compliance & Funding Manager who underwrite primarily private mortgages and loans for our real estate investor borrowers. This role will be both demanding and rewarding as we fund significant volumes and make both our lenders and borrowers very happy – supporting our existing underwriters with the potential to move up into a Senior Underwriting role quickly as we continue to expand will be perfect for someone looking to advance. Being able to assist us in fine tuning our processes, assisting our clients (both borrowers and lenders) thru problem solving, analyzing challenges, providing solutions, and completing jobs in a timely manner is key. This position provides a great opportunity for someone who would like to grow within the finance industry into an Underwriting position.

Mortgage brokering is a process and detail orientated business that requires superior standards to meet our compliance and fiduciary responsibilities. We are also responsible for maintaining and curating an amazing client experience for our borrowers and lenders, this means responding quickly and effectively to all our client’s needs. Ultimately, we are looking for a structure oriented individual to help us get out of the weeds and keep the process flow and client experience running like clockwork. This is not an exaggeration, but you need to be able to multi-task, work efficiently with high demands on your time and prioritize effectively while not having to be micro-managed as you will be working independently. We excel in recognizing talent within our company and ensuring all our staff meet their personal and professional growth potential. With this being said, we are an awesome group to work with as we not only work hard but we enjoy having fun as well – our potlucks and events are epic – even our Staff Meetings can get a bit crazy!

Roles & Responsibilities:

· Assist in maintaining positive relationships with our Lenders and Borrowers to build loyalty to the Broker

· Assist with processing of mortgage applications while ensuring adherence to brokerage policies and guidelines and provincial licensing

· Follow up on all mortgage applications and documentation from contacting the borrower and lender to assisting the underwriters to completion

· Follow up with potential private investors/lenders from initial follow up to complete onboarding including meeting Know Your Investor requirements and legislation.

· Draft Payout and Information Statements as and when required

· Receive documentation from clients, review for completeness & correctness, and save to central database

· Prepare submission packages for review for residential and commercial mortgages

· Interact with Lenders and their lawyers where applicable to provide documentation and bring files from the approval through to completion while assisting the Compliance and Funding Manager

· Prepare mortgage approval & signup packages for brokerage clients with accuracy and speed 100+ approvals a month)

· Prepare funded files for review and approval by our Compliance Manager

· Prioritize applications and workflow to ensure consistency in service level expectations while managing high volumes and a continued focus on service excellence

· Manage and update central database at all times with updated progress on files

Qualifications and Education Requirements:

· Minimum 5 year’s admin experience

· Experience or knowledge of Salesforce CRM an asset

· Exceptional communication skills - both written and verbal and a key eye for detail

· Completion of High School Education (Grade 12) minimum

· Computer skills: Highly proficient in Advanced Microsoft Office (Word, Excel and Power Point), Adobe Acrobat professional and knowledge of PC software in a Windows environment required

· Familiar with communicating through all mediums (ie. Phone, text, email, zoom, etc)

· Minimum typing speed: 60 WPM

Preferred Skills:

· Ability to prepare written reports proficiently and accurately using Microsoft Word

· Team player with a willingness and ability to learn and be flexible

· Experience in the financial services industry specifically with private mortgage financing and investing an asset

· Strong interpersonal skills and good understanding of the importance of Customer Service

· Highly motivated, reliable and punctual with good judgment and confidentiality

· Positive, flexible and outgoing disposition is essential with a professional appearance

· Ability to build and maintain positive relationships with a strong aptitude for service excellence

· Ability to manage and resolve conflict and effective problem solving and decision-making skills

· Strong analytical skills and attention to detail

· Organizational and time management skills

· Ability to manage pressure in an environment of high-volume processing with tight turnaround times

Job Types: Full-time, Permanent

Salary: $55,000.00-$60,000.00 per year


  • Casual dress
  • Dental care
  • Extended health care
  • On-site parking
  • Paid time off
  • Vision care
  • Work from home


  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Work Location: Hybrid remote in Dundas, ON

Application deadline: 2023-02-10

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