Mobile Mortgage Advisor Assistant
Job Description
Team: Finance
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Mobile Mortgage Advisor Assistant in Canada.
This role is ideal for a detail-oriented and client-focused professional who thrives in a fast-paced, relationship-driven banking environment. You will support a Mobile Mortgage Advisor in managing client interactions, coordinating mortgage applications, and helping grow a residential mortgage business. Working in a flexible home-office setup, you will play a key role in ensuring a smooth and efficient client journey from inquiry to application completion. The position combines administrative precision with client engagement and light business development support. You will contribute directly to helping individuals achieve homeownership while operating within a collaborative and values-driven financial services environment. It is a great opportunity for someone who enjoys structured processes, meaningful client relationships, and exposure to the mortgage industry.
Accountabilities:
- Provide responsive and professional support to clients throughout the mortgage application process, ensuring timely communication and resolution of inquiries.
- Assist the Mobile Mortgage Advisor with day-to-day administrative tasks that support business operations and client portfolio management.
- Support business development and marketing initiatives aimed at attracting and engaging new mortgage clients.
- Coordinate documentation, data entry, and workflow tracking to ensure accuracy and completeness of mortgage applications.
- Help maintain strong client relationships by delivering consistent, high-quality service and follow-ups.
- Use Microsoft Office tools (Excel, Word, PowerPoint) to organize information, prepare materials, and support reporting needs.
- Contribute to a well-organized and efficient pipeline by monitoring application progress and identifying follow-up actions.
- Previous experience in a client service, administrative, or financial services support role; experience in residential mortgages is a strong asset.
- Strong attention to detail with excellent organizational and critical thinking skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
- Excellent communication and interpersonal skills, with a client-first mindset.
- Strong sense of professionalism, accountability, and teamwork aligned with service-oriented values.
- Familiarity with banking or mortgage processes is preferred but not mandatory.
- Competitive compensation package aligned with industry standards.
- Flexible hybrid/remote working arrangement (home office setup with provided equipment).
- Access to banking employee benefits and financial services perks.
- Wellbeing support programs, including employee and family assistance resources.
- Recognition programs and employee engagement initiatives.
- Inclusive and collaborative work culture focused on trust, teamwork, and accountability.
- Opportunities to develop experience in the mortgage and financial services sector.
Requirements:
Benefits:
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Date Posted
05/27/2026
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