Job Title: Operations and Administrative Assistant
Employment Type: Full-time
Job Location: Burlington and Area (Primarily work from home)
Reports to: Harrison White – Director / Owner
Date Posted: September 13 / 2021
Apply by: Email. Please include a cover letter with application.
—- Interested applicants are asked to submit a resume and cover letter, including their salary expectations, to [email protected] —-
Company Introduction
The HW Advantage is an industry leading mortgage brokerage based out of Burlington Ontario. As mortgage managers, we provide ongoing strategic support helping clients achieve financial success with effective debt management solutions. Offering expert industry knowledge and access to over 50 banks and mortgage lenders across the country, the HW Advantage has become a force within the Canadian mortgage space. While we have embraced and utilized the latest technologies to streamline the mortgage process for our clients, we remain committed to providing a personalized service as we believe this is still what sets us apart from our competition.
Job Purpose
Reporting to the Director, the Operations and Administrative Assistant will be primarily responsible for managing and streamlining the mortgage process. From approval to post funding, the successful candidate will be connecting with all members of the HW advantage team, the client’s and all other parties involved (ie Lawyer, Appraiser, realtor, accountant, etc) to ensure a successful and positive customer experience. They will be responsible for timing, scheduling, fulfilment, compliance as well as CRM for each approved mortgage file.
Qualifications
Qualifications may include:
- Post secondary education
- Experience in operations and / or administrative assistant role
- Computer skills (google suite products, adobe editor, Velocity, SignNow, Zoom)
- Social media (Instagram, Facebook, and SEO knowledge an asset)
- Apple and PC Platforms
- Mortgage Agent licence
The Operations and Administrative Assistant will:
- Be extremely organized and highly detail oriented
- Be able to communicate effectively in person as well via email, text, video call, and phone
- Be innovative and self directed
- Be fluent with standard Social media platforms as well as other Apps
- Be comfortable using multiple computer software programs and possess the desire to quickly learn and implement new programs that will enhance the operations of the company
- possess excellent customer service skills and enjoy working as part of a team in a fast paced environment
Duties and responsibilities**
- Effectively manage files from originanation to post funding
- Schedule appraisals, manage e-signing programs
- Schedule meetings and organize schedule for reporting director
- manage CRM programs
- Compliance review and submission
- Execute and prioritize daily tasks as part of the typical mortgage process
- Edit blog entries and social media posts
- Assist in producing video and video content for Social media platforms
- Set personal and team goals for professional growth and success
- Performs other related duties and responsibilities consistent with the position as required
Additional requirements
Must have the ability to work from home office as well as travel within the GTA on a weekly basis