Job Description

Mortgage AdministratorRequired for a clerical/administrative position in a busy mortgage brokerage and lending company.Candidate must be enrolled in a business or office administration program and located in Kelowna. There is the possibility for continued part-time employment in the fall.Full time, summer employment (37.5 hours), Monday to Friday.Price range: $21-$23/hourTentative Start Date: May 6th - August 30thDuties include, but not limited to the following: * Front line position within company - professional, mature approach always required. Exceptional communications skills required (written and oral).

• Telephone / Reception Duties - responsible to efficiently manage a multi-line switchboard for all companies, following company policies for proper handling of incoming mortgage enquiry and investor calls.
• Experience with all typical office procedures, including intermediate (or better) computer skills and knowledge of Office, Word and Excel. Other such duties to include:

• Filing
• Mail merges/solicitation letters & correspondence
• Mail/courier
• Maintaining all office supply levels
• Liaison with service providers as required (i.e., computer technicians)
• Other miscellaneous tasks as required.
• Active involvement in all administrative functions relative to our mortgage investment corporation. Duties to include:

• Administering all documentation relative to shareholder purchase and redemptions.
• Liaison with shareholders and business contacts in a professional manner - 1st contact in many cases.
• Maintaining fire insurance and security documentation on an on-going basis.
• Preparation of mortgage renewals and related documentation by calculating new interest payments and APRs
• Aid in reconciliation of assets and liabilities in preparation for our upcoming merger.
• Maintaining accurate mortgage records & reporting using internal mortgage administration software (Dolphin).
• Assist with all aspects of regular reporting in various forms to shareholders, regulators, lawyers, accountants, etc.
• Assembling monthly reports by sorting through data for multiple mortgages
• Maintain corporate website.
• Involved in preliminary and more intermediate collection activity will be a component of this position (be telephone and mail).
• Assist lenders with all documentation relating to mortgages and lending, excluding anything that could be construed as lending or mortgage brokering. Specific parameters will be provided for acceptable client/lender contact and discussion for a non-licensed employee.
• Any other duties assigned by Management.

• An eagerness to learn and gain practical experience within the mortgage and lending industry and learn from brokers with over 10 years of experience.
• Demonstrated ability to communicate and work independently.
• Demonstrated high level of initiative and attention to detail.
• Strong teamwork and collaboration qualities
• Excellent task management and task prioritization skills
• Curious and analytical thinkers
• Experience with Microsoft Office applications

Sprott Shaw College