Mobile Mortgage Advisor Assistant - Bilingual
CanadaFull-Time
Salary not disclosed
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Job Details
- Languages
- English, French
- Required Skills
- Business DevelopmentMicrosoft ExcelCustomer serviceDocumentationPowerPoint
Requirements
- Fluency in both English and French (written and spoken) is mandatory.
- Strong organizational skills with excellent attention to detail and accuracy in documentation handling.
- Ability to manage multiple tasks in a fast-paced, client-focused environment.
- Proficiency in Microsoft Office tools, including Excel, Word, and PowerPoint.
- Strong interpersonal and communication skills with a client-first mindset.
- Analytical thinking skills with the ability to support informed decision-making.
- Ability to work independently in a remote/home-office environment while collaborating effectively with advisors.
- Previous experience in customer service, financial services, or mortgage-related environments is considered an asset.
- Familiarity with residential mortgage processes is considered an advantage.
Responsibilities
- Provide direct administrative and operational support to mobile mortgage advisors throughout the mortgage application and approval process.
- Respond to client inquiries and assist with documentation requirements to ensure a smooth and timely mortgage experience.
- Support client engagement activities by maintaining communication and helping guide applicants through key steps of the process.
- Assist in business development efforts, including outreach, marketing support, and client prospecting initiatives.
- Coordinate and organize mortgage-related documentation while ensuring accuracy, compliance, and completeness.
- Utilize Microsoft Office tools (Excel, Word, PowerPoint) to prepare reports, track activities, and support advisor operations.
- Collaborate with advisors to improve client experience and identify opportunities to enhance service delivery.
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