Job Description

Sagewise Capital Corporation is a private lender specializing in first and second mortgages, residential and commercial financing. Mortgage Office Assistant The mortgage office assistant will be responsible for assisting the Broker in the day-to-day running of the brokerage. Creating Applications, Assisting Agents and Clients, Providing Insurance quotes... Role Specific Accountabilities include, but are not limited to the following: \xc2\xb7 Reviewing mortgage documentation for completeness and compliance with established credit policies. \xc2\xb7 Verifying/validating all required mortgage/client information. \xc2\xb7 Providing timely and accurate responses to brokers. \xc2\xb7 Conduct client interviews. \xc2\xb7 Negotiate with key stakeholders while adhering to credit policies \xc2\xb7 Identify escalation items and work in conjunction with the underwriter to resolve them. \xc2\xb7 Creating and Submitting Applications on Filogix \xc2\xb7 Collecting and Reviewing Client Mortgage documents such as Mortgage Statements, T4, T1, NOA, Property tax bill, and insurance policy. \xc2\xb7 Reviewing Credit Report. \xc2\xb7 Maintaining CRM software. \xc2\xb7 Communicating with A, B, and C lenders to provide requested documents. \xc2\xb7 Informing Clients about Mortgage Offers. \xc2\xb7 Identify escalation items and work in conjunction with the underwriter to resolve them \xc2\xb7 Maintain a daily/weekly calendar for the Principal broker \xc2\xb7 Order appraisal for clients as per broker directions \xc2\xb7 Conducting bi-weekly follow-up calls with the agents to support their productivity \xc2\xb7 Collect monthly compliance sheets from the agents and keep a record to help the broker process the payment \xc2\xb7 Conducting monthly lender\xe2\x80\x99s presentations for agents by contacting industry-leading lenders \xc2\xb7 Maintain and keep track of daily office mails and cheques received \xc2\xb7 Providing timely and accurate responses to brokers. \xc2\xb7 Calling real estate agents to maintain a good relationship with them \xc2\xb7 Keep track of monthly Equifax account payments & other utility bills Requirements:

• Strong interest in wealth management: Investments, Insurance, Mortgages

• Excellent communication skills - both written and verbal.

• Excellent judgment / must be able to make independent decisions.

• Ability to work independently as well as part of a team.

• Excellent organizational and time management skills.

• Detail oriented.

• Works well under pressure.

• Experience in the use of Filogix, velocity, or other mortgage origination tools is an asset.

• Advanced skills in MS Office Suite (Word, Excel, PowerPoint, Outlook);

• Familiarity with mortgage process documents, i.e. Mortgage Statements, Purchase & Sale Agreements, T4A, T1, NOAs, Tax Bill, and Insurance Policy documents, is an asset.

Educational /Technical Experience: \xc2\xb7 1+ years of experience as a Mortgage Office assistant is an asset \xc2\xb7 Previous office/customer service experience is an asset \xc2\xb7 Possess solid MS Office/Computer skills \xc2\xb7 Alternative mortgage lending experience is an asset Take a look at our websites to learn more about Sagewise Capital: http://sagewisemic.ca/ http://sagewisecapital.com/ https://www.valueskymortgages.com/ Job Types: Full-time, Permanent Salary: $18.00-$20.00 per hour Schedule:

• Monday to Friday

Education:

• Secondary School (preferred)

Work Location: One location Expected start date: 2023-01-16