Job Description

Job Summary

We're seeking a detail-oriented and proactive

Mortgage Broker Assistant

to support a high-performing mortgage team. The ideal candidate is organized, tech-savvy, and comfortable working in a fast-paced environment. You'll be responsible for assisting with mortgage applications, communicating with clients and lenders, and ensuring deals move smoothly from start to finish.

This role is perfect for someone looking to grow their career in the mortgage or real estate industry and learn directly from an experienced broker.

Duties

Assist in preparing, submitting, and tracking mortgage applications from intake to funding Collect and verify client documents (income, down payment, identification, etc.) Communicate with clients, lenders, and referral partners to obtain updates or missing information Input and maintain accurate data in the CRM (e.g., BluMortgage, Filogix, Velocity, etc.) Prepare compliance documents and manage file audits as required Draft client communications, emails, and marketing materials when needed Schedule client meetings and manage the broker's daily calendar Support rate and product research for active deals and pre-approvals Assist with social media or email marketing campaigns (Mailchimp, Zoho, or similar platforms) Maintain a professional and positive client experience throughout the mortgage process

Experience

Strong understanding of mortgage documentation and lender requirements Excellent communication, organization, and multitasking skills High attention to detail with the ability to work independently Proficiency in Microsoft Office, Google Workspace, and CRM systems (BluMortgage, Zoho, Filogix, or similar) Familiarity with compliance requirements (e.g., FINTRAC, privacy regulations) an asset Willingness to learn and adapt in a dynamic, client-focused environment
This position offers an engaging opportunity for professionals passionate about finance, customer service, and helping individuals achieve their homeownership dreams. Candidates should be detail-focused, proactive communicators, and capable of managing multiple client files efficiently.

Job Type: Full-time

Pay: $17.60-$18.00 per hour

Expected hours: 37.50 per week

Work Location: In person