Licensed Assistant
Listed on 2025-12-31
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Finance & Banking
Banking & Finance, Mortgage Loan Originator / Advisor
West Capital Mortgage Team (WCM) is a trusted mortgage brokerage dedicated to helping clients achieve their home ownership and business goals. With a passion for personalized service, WCM simplifies the lending process by offering expert guidance and support at every stage. Catering to first-time home buyers, seasoned investors, and businesses seeking financing, WCM provides tailored solutions that align with each client's unique financial needs and goals.
By leveraging a vast network of lenders and staying ahead of market trends, WCM secures competitive rates and terms. With a commitment to transparency, trust, and open communication, WCM fosters lasting relationships built on integrity and client success.
We are seeking a proactive and licensed Mortgage Assistant to join our expanding team. This unique role blends underwriting support with business-development responsibilities, making it ideal for someone who understands mortgage structuring and enjoys building client relationships.
You will work closely with our mortgage brokers, lender partners, and internal team to ensure smooth application flow, strong client communication, and high-quality submissions.
Responsibilities- Review, assess, and input residential and commercial mortgage applications
- Conduct targeted cold-calling, follow-ups, and outreach to generate new relationships
- Nurture leads and convert them into active mortgage opportunities
- Collaborate with the broker team to identify growth opportunities and improve deal flow
- Support marketing and client-engagement initiatives as needed
- Maintain accurate CRM records and track all communication and follow-up activities
- Provide ongoing application support to brokers
- Assist with documentation collection, compliance tasks, and condition fulfilment
- Active BC mortgage broker or sub-mortgage broker license (required)
- Experience in mortgage underwriting, lending, or brokering is an asset
- Strong understanding of lender guidelines and mortgage product structures
- Excellent communication and client-relations skills
- Comfort with outbound calling, lead follow-up, and relationship building
- High attention to detail and strong organizational abilities
- Ability to multitask in a fast-paced environment
- Competitive salary + performance-based bonuses
- Opportunity to grow into a senior underwriting or broker role
- Supportive team environment with ongoing training and mentorship
- Access to top-tier lenders, tools, and CRM systems
- Verify borrower risk, creditworthiness, income, and asset documentation
- Ensure all applications meet lender guidelines and BCFSA regulatory requirements
- Prepare complete, accurate, and lender-ready submissions
- Communicate proactively with brokers, clients, and lender partners throughout the approval process
- Negotiate with lenders and adjudicators to secure the strongest possible deals for clients
Apply with your resume and a quick note on why this role excites you.
If you’re licensed, detail-oriented, and ready to earn more by combining underwriting expertise with real business development, we want to hear from you today!
We thank all applicants; only those selected for an interview will be contacted.
Seniority level- Entry level
- Full-time
- Administrative
Referrals increase your chances of interviewing at West Capital Mortgage Team by 2x
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