Mobile Mortgage Advisor Assistant
CanadaFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Business DevelopmentMicrosoft ExcelMicrosoft OfficeData entryPowerPoint
Requirements
- Previous experience in a client service, administrative, or financial services support role.
- Strong attention to detail with excellent organizational and critical thinking skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
- Excellent communication and interpersonal skills, with a client-first mindset.
- Strong sense of professionalism, accountability, and teamwork aligned with service-oriented values.
- Familiarity with banking or mortgage processes is preferred.
Responsibilities
- Provide responsive and professional support to clients throughout the mortgage application process, ensuring timely communication and resolution of inquiries.
- Assist the Mobile Mortgage Advisor with day-to-day administrative tasks that support business operations and client portfolio management.
- Support business development and marketing initiatives aimed at attracting and engaging new mortgage clients.
- Coordinate documentation, data entry, and workflow tracking to ensure accuracy and completeness of mortgage applications.
- Help maintain strong client relationships by delivering consistent, high-quality service and follow-ups.
- Use Microsoft Office tools (Excel, Word, PowerPoint) to organize information, prepare materials, and support reporting needs.
- Contribute to a well-organized and efficient pipeline by monitoring application progress and identifying follow-up actions.
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