We are a growing commercial and residential mortgage team dedicated to delivering seamless financing solutions for our clients. With a strong culture of excellence, collaboration, and client-first service, we're building a best-in-class brokerage environment right here in downtown Toronto.
The Role
As a Mortgage Admin/Assistant, you'll be at the heart of our operations -- ensuring mortgage files move smoothly from application through to funding. You'll combine sharp attention to detail with strong communication skills, supporting our brokers, clients, and lending partners every step of the way.
This is more than just paperwork -- it's about creating an exceptional client experience while thriving in a dynamic, fast-paced office environment.
Responsibilities
Collect, review, and organize client documents including income verification, bank statements, property documents, and identification.
Verify the accuracy and completeness of loan application information.
Coordinate consultations between clients and mortgage agents.
Supervise files from lender approval through fulfillment, ensuring conditions are met and deals are ready to fund.
Prepare and dispatch Client Signing Packages upon receipt of commitments.
Track, order, and review appraisals, liaising with appraisal firms as needed.
Communicate proactively with clients, lenders, solicitors, and internal staff -- providing updates and ensuring deadlines are met.
Maintain and update client files within our CRM and internal systems.
Assist with closing and funding coordination, ensuring a seamless client experience.
Support company growth through general administrative tasks and by helping plan team events, workshops, and initiatives.
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Qualifications
Minimum 2 years of office experience (mortgage or credit lending experience strongly preferred).
Post-secondary degree/diploma in Business Administration, Finance, or a related field is an asset.* Familiarity with mortgage platforms and CRM tools (Hubspot, Pipedrive) is an advantage.
Strong organizational and time management skills; ability to juggle multiple files and deadlines.
Excellent verbal and written communication skills.
High level of accuracy and attention to detail.
Ability to thrive in a fast-paced, collaborative environment.
Proficiency with MS Office (Word, Excel) and Adobe.
Why Join Us?
Work in a high-energy, collaborative office in downtown Toronto.
Be part of a team that values growth, innovation, and client success.
Opportunities to learn, contribute ideas, and grow alongside the business.
Competitive compensation with bonus potential.
Casual, supportive work culture that celebrates wins as a team.
Schedule
Hybrid (3 days per week in the office)
In-person at 360 King St E, Toronto
How to Apply
Chosen applicants will be required to complete a Big 5 (OCEAN) personality test. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Job Type: Fixed term contract
Contract length: 12 months
Pay: $45,000.00 per year
Job Type: Fixed term contract
Contract length: 12 months
Pay: Up to $45,000.00 per year
Benefits:
Flexible schedule
Work from home
Work Location: Hybrid remote in Toronto, ON M5A 1K9
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