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Mortgage Assistant - Jobs in Winnipeg, MB

Job LocationWinnipeg, MB
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Company descriptionThe mission of 204Mortgges.com is to put care into every interaction with their clients along with having the most memorable, comfortable and educational experience when purchasing their largest investment, a home.Job descriptionWe are looking for an absolute ROCKSTAR, career-oriented and experienced mortgage assistant to join our outstanding team. Potential to make over $100,000+ per year.POSITION SUMMARYThe role is to assist and provide direct support to the Owner. He/she will also manage the day to day operations at the office by maintaining email, calendars, databases, files/folders, and mail. The Intern will coordinate meeting, travel, events, provide exceptional customer service, and do advertising and marketing on social media based on the direction given by the Owner.POSITION DUTIES AND RESPONSIBILITIES· Design, produce & disseminate all Mortgages collateral materials for all associated activities & events· Seek to promote and advance reciprocal marketing strategies· Develop & maintain a marketing plan with measurable goals for first time buyers and other products including events· Represent the business in a professional manner· Perform other job duties as assigned by Supervisor· Provide exceptional customer service to clients and following up with them regarding their inquires· Answer phone calls, check voicemails, follow-up calls, and make cold calls when required· Review mortgage applications with a document checklist to ensure all the information is correct and create a new file for every new application· Prepare, check, and processing documents including memos, confidential letters, meeting minutes and emails by using Microsoft Word, Excel and Outlook.· Create databases to track expenses, organize, and enter information into the database for each mortgage applicant, real estate agent (buyer and seller), BDM, private lenders· Order office supplies and ensure supplies are replenished· Manages and maintains emails, calendars, along with coordinate meetings, travel accommodations, and events· Responsible for processing own Invoices· Will use own initiative to format, correspondence with correct grammar and punctuation and may compose routine correspondence on own initiative· Responsible to develop and maintain the day-to-day management of administration files, personnel files, invoices, contracts along with sorting, filing, and distributing incoming/outgoing mail· Responsible for photocopying, faxing, and scanning documents when needed· Ability to multi-task, meet deadlines, and exercise independent judgement in determining work priorities· Act as liaison with other staff to coordinate information along with establish and build strong relationships. Also, provide administrative support for other personnel as required and work cooperatively in a team setting· Required to liaise with managers and work through timekeeping problems and maintain staff attendance records· Required to run personal errands on a as needed basis· Make Preapproval letter and approval letters· Have All Documents Verify supporting documentation (e.g., employment, down payment, appraisal, financial documents received).· Ability to maintain a mortgage agent/broker license, Errors & Omissions Insurance, and professional designations.Qualifications and Required Skills· Strong interpersonal skills that effectively cultivate relationships with Chamber members, volunteers, vendors and community stakeholders· Ability to organize, plan and prioritize multiple projects at one time· Strong verbal & written communication skills· Social media experience and understanding· Ability to think creatively and innovatively as well as provide solutions· Strong ability to work independently and as part of a team· Results-oriented and willingness to be accountable in obtaining measurable goals· Must be a team player that works well in fast-paced changing environment· Proficient in Microsoft Office programs including Outlook, Excel, Word; design programs are a bonus· Knowledge and understanding of the business community in the Assiniboia Chamber region

  • Strong organizational skills including the ability to identify priorities and to complete assignments within tight deadlines
  • Ability to work independently, in a team environment, display initiative, and solve problems
  • Ability to follow instructions and pay close attention to detail
  • Excellent customer service skills
  • Excellent interpersonal, verbal and written communication skills
  • Ability to maintain confidentiality of information
SUPERVISION RECEIVEDUnder the supervision of the Owner, the incumbent receives general instructions and direction to ensure productive operation and matters regarding business’ procedures and policies.CONTACTS: Primary contacts are internal and external:consults with other staff on a regular basis to provide guidance and advice, to ask for clarification on various issues and items. Will also communicate with external contacts such as Real Estate Agents, Financial Institutions, clients, and other contacts as directed by Owner.WORKING ENVIRONMENT/PHYSICAL DEMANDS
  • Works in a fast-paced and changing office environment (e.g. confidential information, timelines, deadlines, multi-tasks, etc.)
  • On rare occasions required to work alone (i.e. when working overtime on urgent projects or to travel, for meetings, etc.)
Please indicate the physical demands of the position, i.e. Personal Computers (Desktop and/or Laptop) used at least 25% of the time; constant sitting, standing, crouching, medium or heavy lifting; climbing, etc. · Sitting for approximately 75% of the time while working on a desktop computer· Some lifting is required (full archive boxes, paper, etc)· Reaching by extending hand(s) or arm(s) in any direction· Finger dexterity required to manipulate objects with fingers rather than with whole hand(s), for example, using a keyboardTOOLS & EQUIPMENT· General office equipment:o desktop computero printerso calculatoro scanner/photocopier/faxo Phone· Microsoft Office PackageDay to day activities · Update closed mortgages on Friday before we go home· Thursday is prep Birthday cards· Every morning pick ten new houses for to send out email to realtors· Thank you cards for closing mortgages· As soon as a application comes in make a paper copy and CC,· Customer gifts for closed mortgage ice cream and follow up if they have received· Insurance quote on a mortgage that is approved through· Add clients to birthday list and have correct address email and phone number· Look for Compliance documents and complete the compliance· Making sure all clients have the correct address on the Labels sheet and all CRM’sHours of WorkHours general vary but the General office hours are 9 a.m. to 5:00 p.m., Monday to FridayJob Type: 30 Hours a week Salary: $17 an hour with 3 months review after start date Work Location: in office.Part-time hours: 30 per weekExpected start date: 2022-01-18Job Types: Part-time, Permanent, Fixed term contractSalary: $17.00 per hourAdditional pay:
  • Bonus pay
Schedule:
  • Day shift
COVID-19 considerations:yes we have covid-19 PrecautionsExperience:
  • mortgage: 1 year (preferred)
Work remotely:
  • Temporarily due to COVID-19
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