Job Description

About Tembo Financial

Tembo Financial is a Toronto-based private lending company dedicated to helping homeowners, buyers, and real estate investors access fast, flexible financing solutions. With a focus on customer service, transparency, and innovation, Tembo provides bridge loans, pre-sale advances, and mortgage solutions designed to help clients meet their financial goals. Our team is committed to delivering personalized lending experiences while ensuring compliance with industry standards and best practices.

Position Overview

We are seeking a highly organized and detail-oriented

Office & Mortgage Administrator

to join our team. This unique role combines office administration, executive assistant support, and mortgage underwriting responsibilities. The ideal candidate will be proactive, professional, and adaptable, with excellent multitasking skills, strong underwriting knowledge, and the ability to provide outstanding service to clients and executives alike.

Key Responsibilities

CRM, Marketing & Administrative Support

Accurately enter deal runs and lead information into the CRM system, ensuring data accuracy and completeness. Manage and archive inactive or dead deals to maintain CRM efficiency. Coordinate the regular distribution of direct mail campaigns to support marketing and outreach initiatives. Support compliance and administrative workflows to ensure smooth and efficient processes.

Office Administration & Executive Assistant Duties

Oversee daily office operations, ensuring a well-organized and productive work environment. Manage scheduling, calendars, and travel arrangements for senior executives. Assist with meeting preparation, including agendas, minutes, and follow-up action items. Serve as a point of contact for internal and external stakeholders, ensuring professional communication and correspondence. Monitor office supplies, vendor relationships, and service providers, ensuring smooth office functionality. Manage client files and ensure secure, accurate record-keeping (both paper and electronic). Perform general office duties including answering calls, photocopying, scanning, and managing emails.

Mortgage Administration & Underwriting

Review and analyze mortgage loan applications and supporting documentation for accuracy and completeness. Conduct financial analysis, including credit reports, income verification, and risk assessment, to determine borrower eligibility. Ensure strict adherence to regulatory requirements and company underwriting policies. Collaborate with senior underwriters to evaluate findings and make informed recommendations. Communicate underwriting requirements, conditions, and decisions clearly to clients and brokers. Stay current with industry regulations, underwriting standards, and market trends.

Qualifications & Requirements

Bachelor's degree in finance, business administration, or a related field (preferred). Mortgage Agent License in Ontario (an asset). Prior experience in office management, executive assistance, or administration. Familiarity with financial services and mortgage lending processes. Strong analytical and problem-solving skills with attention to detail. Excellent organizational, time-management, and multitasking abilities. Strong written and verbal communication skills, with a professional demeanor. Proficiency in Microsoft Office Suite, CRM platforms, and underwriting software. Ability to work independently and collaboratively in a fast-paced environment.

Why Join Tembo Financial?

Be part of a fast-growing, client-focused private lending company. Gain exposure across office management, executive support, underwriting, and compliance. Work directly with senior leadership in a supportive and collaborative environment. Competitive compensation and opportunities for professional growth.
Job Types: Full-time, Permanent

Pay: $40,000.00-$55,000.00 per year

Benefits:

Dental care Extended health care Paid time off
Experience:

Administrative: 1 year (preferred)
Licence/Certification:

Mortgage License (preferred)
Work Location: In person