Mortgage Agent/underwriting Assistant - Woodbridge, Canada - The Bridg Group of Companies

The Bridg Group of Companies

Verified Company

Woodbridge, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About the BridgGroup of Companies:

The Bridg Group of Companies (TBGOC) is an up and coming, fast-growing, Financial Company offering an array of Financial & Real Estate Services.

Our mission is to change lives one client at a time and to be the home of all your financial needs

Are you a seasoned Mortgage Agent/Underwriting Assistant professional who is not afraid to pick up the phone and make amazing things happen Can you tackle detailed document review and engage with mortgage brokers, borrowers and solicitors with professionalism and tact? Are you well organized, very efficient, extremely resourceful, have an adaptable and positive helpful attitude? Then you could be the right fit for the role

Compensation:
$50,000 -$65,000

Expected Start date:
As soon as possible

Benefits:

15 Days Paid Vacation Days
3 Paid Employee Emergency Flex Days
Quarterly Bonuses
Group Benefits
Weekly ongoing Professional Development
Quarterly Employee Social Events
Complimentary Friday Lunch
Daily Snacks and Beverages
Time off For Birthdays & Employee of the Month
Summer Hours

Responsibilities:

Responsible for issuing mortgage commitments to brokers & agents
Must ensure all lender conditions are met & satisfied and documentation is complete and all deals are closed in a timely manner by achieving broker complete
Responsible for creating Solicitor's Instructions and ensuring lawyer has completed legal compliance
Must follow funding guidelines when closing all private mortgages
Responsible for completing In-House Compliance on all mortgage closings
Must be knowledgeable with legal documents to ensure all conditions are satisfied and documentation is complete
Responsible for sending out weekly reports, track & maintain mortgage records and monthly audit
Responsible for completing all lending projects as needed & Liaison with client's mortgage agents, RE Acquisition team, lawyers, appraisal companies, creditors, and inhouse debt settler to ensure all mortgage files are closed efficiently and within required deadline
Responsible for liaising with private investors in respect to producing investment summaries
Responsible for keeping all physical & virtual files organized and up to date at all times including CRM notes and share drive files
Must work closely with all 3rd party associates and affiliates in a timely and professional manner to ensure divisions runs smoothly in respect to deadlines
Responsible for all post administration of mortgage/lending files but not limited to deposits, Renewals, Non-Renewals, Payouts, Tax Payments, mortgage discharges, collections calls, etc.
Responsible for completing administration work while developing a working knowledge of all products and services
Must work with manager to ensure yearly audit is successful

Qualifications:

Minimum 3+ Years' experience in a mortgage underwriting role or lending industry
is mandatory

-
Must be able to read, understand and create legal lending documents such as; Mortgage Commitment, Solicitor Instructions, Mortgage Renewals, Discharge Statements & Demand Letters

Must be able to make daily, prompt phone calls to respective key individuals in addition to collection calls
Must have 1 or all of the following experience Mortgage Underwriting, Mortgage Agent/Broker, Lending Underwriting, Funder and/ or Closer
Minimum College Diploma /University Degree
Experience in sales, Real Estate, Investing will be considered an asset
Experience working with Brokerage /Private Lending Company Sectors will be considered an asset
Mortgage Agent or Broker License will be considered an asset
Must have excellent technology skills and advanced in using all Microsoft Suite Software's including, MS Word, MS PowerPoint and MS Excel (XLOOKUP, Pivot Tables, etc.), Outlook, Google Chrome, etc.
Must have excellent auditing, financials, and decision makings skills
Conducts oneself in a highly professional manner and operates with a high degree of discretion and confidentiality
Min Typing speed of 50/words required

Must own a vehicle and have full access at all times