Client Care Specialist

at  Mortgage Fernando Inc

We have an immediate position open for a Mortgage Assistant / Client Care Specialist who will be a part of the team at an ever-growing, high-profile mortgage team.
The Mortgage Assistant / Client Care Specialist will be a key team member, facilitating the mortgage process from the applications submissions to the funding of mortgages. Mortgage Assistant / Client Care Specialist will communicate with all stakeholders and clients.

The ideal candidate:

• Has 2+ years in the Banking / Mortgage industry.
• Exceptional interpersonal and communication skills, including a professional and friendly telephone manner.
• Strong attention to detail, organizational skills, and ability to prioritize tasks.
• Quick learner and eager to learn new skills.
• Candidates must work well both independently and as a team.
• Able to multitask in a fast-paced environment.
• Licensed Mortgage Agent in Ontario.

Responsibilities:

• Assisting with the deal flow: communicating with internal team members and managing the client during the mortgage process, including requesting and collecting various paperwork and information.
• Ongoing communication with clients during the mortgage process.
• Entering information into CRM and deal origination systems
• Keeping important information and documents organized electronically
• Organize emails, ensuring all are responded to with urgency and accuracy
• Compile and submit the compliance files for approval
• Proficient in English (oral and written).
• Must be tech-savvy and comfortable with a paperless working environment.
• Experience in the mortgage industry is an asset.
• Other ad hoc tasks as required.

Job Types: Full-time, Permanent
Pay: $40,000.00-$50,000.00 per year

Additional pay:

• Bonus pay

Benefits:

• Casual dress
• Company events
• On-site parking
• Paid time off

Flexible language requirement:

• French not required

Schedule:

• 8 hour shift
• No weekends

Experience:

• mortgage: 2 years (required)

Licence/Certification:

• Mortgage Agent License (required)

Location:

• Mississauga, ON L4W 5K4 (required)

Work Location: In perso

• Assisting with the deal flow: communicating with internal team members and managing the client during the mortgage process, including requesting and collecting various paperwork and information.
• Ongoing communication with clients during the mortgage process.
• Entering information into CRM and deal origination systems
• Keeping important information and documents organized electronically
• Organize emails, ensuring all are responded to with urgency and accuracy
• Compile and submit the compliance files for approval
• Proficient in English (oral and written).
• Must be tech-savvy and comfortable with a paperless working environment.
• Experience in the mortgage industry is an asset.
• Other ad hoc tasks as required