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This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Mobile Mortgage Advisor Assistant - Bilingual based in Canada.
This role plays an important part in supporting mortgage advisors in helping clients achieve their homeownership goals through a seamless and personalized experience. You will act as a key operational and client-facing support resource, assisting with mortgage applications, documentation, and day-to-day administrative coordination. The position combines client engagement, business development support, and structured administrative execution in a fast-paced, relationship-driven environment. You will help ensure that client inquiries are handled efficiently while maintaining accuracy and attention to detail throughout the mortgage process. Working remotely in a flexible home-office setup, you will collaborate closely with advisors to help grow their client base and strengthen relationships. This role is ideal for someone who enjoys working in a client-first environment where trust, communication, and precision are essential.
Accountabilities:
- Provide direct administrative and operational support to mobile mortgage advisors throughout the mortgage application and approval process.
- Respond to client inquiries and assist with documentation requirements to ensure a smooth and timely mortgage experience.
- Support client engagement activities by maintaining communication and helping guide applicants through key steps of the process.
- Assist in business development efforts, including outreach, marketing support, and client prospecting initiatives.
- Coordinate and organize mortgage-related documentation while ensuring accuracy, compliance, and completeness.
- Utilize Microsoft Office tools (Excel, Word, PowerPoint) to prepare reports, track activities, and support advisor operations.
- Collaborate with advisors to improve client experience and identify opportunities to enhance service delivery.
Requirements:
- Fluency in both English and French (written and spoken) is mandatory.
- Previous experience in customer service, financial services, or mortgage-related environments is considered an asset.
- Strong organizational skills with excellent attention to detail and accuracy in documentation handling.
- Ability to manage multiple tasks in a fast-paced, client-focused environment.
- Proficiency in Microsoft Office tools, including Excel, Word, and PowerPoint.
- Strong interpersonal and communication skills with a client-first mindset.
- Analytical thinking skills with the ability to support informed decision-making.
- Ability to work independently in a remote/home-office environment while collaborating effectively with advisors.
- Familiarity with residential mortgage processes is considered an advantage.
Benefits:
- Competitive compensation aligned with part-time employment structure.
- Remote-first work environment with occasional on-site requirements.
- Flexible working arrangements supporting work-life balance.
- Access to comprehensive employee support and wellbeing programs.
- Opportunities to develop skills in mortgage lending and financial services.
- Inclusive, collaborative, and values-driven work culture.
- Employee recognition programs and tools supporting career growth and engagement.
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