Description

The ideal candidate will have strong organizational skills, attention to detail, and the ability to handle a variety of tasks in a fast-paced environment.

Position: Mortgage Administrator & Bookkeeper (with Receptionist Duties)

Location: 105 Gordon Baker Road, unit 802

Full-time, come into work every morning at 9:00am

Key Responsibilities:

Mortgage Administration:

• Assist with processing mortgage applications, including gathering required documentation from clients and ensuring timely submission to lenders.
• Maintain client files and update them regularly with the latest documentation and communication.
• Liaise with clients, lenders, and third-party vendors to ensure smooth transactions and a positive client experience.
• Provide administrative support to mortgage brokers, including scheduling meetings, managing calendars, and tracking important deadlines.
• Track and monitor the progress of mortgage applications, ensuring compliance with regulations and company policies.

Bookkeeping Duties:

• Maintain accurate financial records for the mortgage brokerage, including accounts payable and receivable.
• Process client payments and ensure that invoices are prepared and sent promptly.
• Reconcile bank statements and monitor the brokerage’s financial transactions.
• Assist with preparing monthly, quarterly, and annual financial reports for management.
• Track commission payments for mortgage brokers and ensure timely and accurate distribution.
• Support in the preparation of tax filings and work closely with the accountant to ensure all financial documentation is accurate and up to date.

Receptionist Responsibilities:

• Greet clients and visitors with a friendly and professional demeanor.
• Answer phone calls and direct them to the appropriate team member or department.
• Manage email inquiries and respond to general inquiries about mortgage services.
• Schedule and coordinate appointments for clients and brokers.
• Maintain a clean and organized front office environment.
• Perform general administrative duties such as filing, scanning, and data entry.

Required Skills and Qualifications:

• Proven experience in a similar administrative or bookkeeping role, ideally within the mortgage or financial services industry.
• Strong understanding of mortgage processes, terminology, and related documentation.
• Proficiency in accounting software (QuickBooks, Xero, or similar) and Microsoft Office Suite (Excel, Word, Outlook).
• Excellent communication and interpersonal skills with the ability to interact with clients and team members professionally.
• High attention to detail and the ability to multitask in a fast-paced environment.
• Strong organizational and time-management skills.
• Previous experience with reception duties or customer service is an asset.
• Ability to work independently and as part of a team.