Mortgage Specialist Assistant

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Mortgage Specialist Assistant based in Canada.

The Mortgage Specialist Assistant provides essential administrative and client support to help drive mortgage sales performance and deliver exceptional customer experiences. This role partners closely with a mortgage professional to manage client requests, coordinate documentation, and ensure smooth transaction execution. You will play a key role in improving operational efficiency by organizing priorities, preparing materials, and supporting application processes. The position requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a client-focused environment.

Working remotely with occasional in-person support when needed, you will collaborate with internal teams and service partners to deliver seamless mortgage solutions. This is an opportunity to contribute to a high-performing team while developing expertise in financial services and mortgage operations.

The Mortgage Specialist Assistant supports the day-to-day activities of a mortgage professional by ensuring efficient administration, responsive client service, and accurate transaction management. The role requires strong coordination skills, proactive communication, and the ability to anticipate business needs.

• Provide responsive administrative support to assist with achieving mortgage sales objectives and maintaining excellent client service.
• Manage client communications, including emails, requests, and follow-ups, ensuring timely responses and effective prioritization.
• Support mortgage application processes by reviewing documentation, validating requirements, and ensuring files are complete before submission.
• Organize client documents, collect digital signatures, and coordinate follow-ups with relevant internal teams to support smooth closings.
• Prepare presentations, marketing materials, and other resources required for client meetings and business development activities.
• Maintain strong relationships with internal partners and service teams to ensure processes are followed and transactions are completed efficiently.
• Stay informed on mortgage processes, market developments, internal updates, and industry trends to provide effective support.
• Proactively identify the needs of the Mortgage Specialist and provide timely information and resources to improve productivity.
• Manage competing priorities while maintaining accuracy, organization, and a high level of client responsiveness.

The ideal candidate brings experience in customer service, sales support, or financial services, along with strong organizational abilities and confidence working in a fast-paced environment. The role requires excellent communication skills, technological proficiency, and a commitment to delivering high-quality service.

• Minimum of 2 years of experience in a service-oriented or sales support role, ideally working closely with a sales team and responding to client needs.
• Exceptional customer service skills with a strong focus on building positive client relationships.
• Excellent verbal and written communication skills, including strong professional writing abilities.
• Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
• Proficiency with Microsoft Office tools, including Word, PowerPoint, Excel, and Outlook.
• Experience using digital communication tools, web-based meetings, social platforms, online banking solutions, or mobile applications.
• Ability to work independently, demonstrate initiative, and remain resourceful in a remote environment.
• Strong problem-solving skills with attention to detail and a sense of urgency.
• Sales-oriented mindset with motivation to support business growth and client success.
• Knowledge of mortgage processes and home financing products is considered an asset.
• Fluency in French is an asset for supporting clients and stakeholders in relevant markets.

• Comprehensive total rewards program with flexible benefits.
• Competitive compensation structure with commission opportunities.
• Pension and retirement savings options.
• Flexible work schedule supporting work-life balance.
• Remote work opportunity with occasional attendance requirements when needed.
• Access to world-class training programs and career development opportunities.
• Opportunity to work with a collaborative, high-performing team where initiative and results are recognized.
• Innovative technology and digital tools designed to support success in the role.