Company Description
Team Armstrong is a growing team of Mortgage Agents and Brokers operating under Mortgage Architects. We pride ourselves on providing exceptional service to our clients, with an emphasis on timely communication and a strong commitment to client satisfaction. We're looking for a Mortgage Assistant to join our London office and support our growing team as we expand.
Job Description
You'll play a key role in supporting our brokers' day-to-day operations: collecting and reviewing client documentation for accuracy, coordinating with lenders, lawyers, and other parties to see files through to completion, keeping communication flowing smoothly for a positive client experience, and helping with marketing initiatives. We're looking for someone highly organized, detail-oriented, comfortable multitasking in a fast-paced environment, and who takes initiative.
Responsibilities
- Manage and organize the broker's calendar, including scheduling meetings and appointments
- Monitor and respond to email communications promptly and professionally
- Proactively communicate with clients and all parties involved in a mortgage transaction
- Review documents for accuracy while managing files and records
- Prepare accurate, timely disclosure and compliance documents for each transaction
- Maintain and update client records in our CRM (Salesforce), including outbound calls to existing clients
- Support the team with ad-hoc projects and initiatives as needed
Skills & Qualifications
- Able to prioritize and manage multiple assignments efficiently in a fast-paced environment
- Comfortable working independently with minimal supervision while contributing to a team
- High level of discretion in handling confidential client and financial information
- Resourceful problem-solver, able to make sound decisions independently
- Strong accuracy, attention to detail, and organizational skills
- Tech-savvy and comfortable in a fully paperless working environment
- Excellent interpersonal, written, and verbal communication skills
- Fluent in English (required)
Education & Experience
- Bachelor's degree or college diploma preferred
- Ontario Mortgage Agent license an asset (or willingness to work toward one)
- Prior administrative experience required; experience in mortgage, financial services, or a related industry strongly preferred
- Proficient in MS Office (Outlook, Word, Excel, PowerPoint)
- Salesforce experience preferred
Job Type: Full-time, permanent, in person
Salary: $40,000 - $45,000 + Bonus
Additional Details
- Language: English (required)
- Location: London, Ontario — in-person role, must be able to commute reliably to our office
Job Types: Full-time, Permanent
Pay: $40,000.00-$45,000.00 per year
Benefits:
- Casual dress
- Wellness program
Education:
- Bachelor's Degree (preferred)
Language:
Location:
Work Location: In person
