15 Aug
|
AIMI Collective Mortgage Group
|
Surrey
15 Aug
AIMI Collective Mortgage Group
Surrey
Overview
DLC A.I.M.I. Collective Mortgage Group is a fast-growing mortgage brokerage focused on operational excellence, broker support, and scalable growth. We work with a dynamic team of agents across BC, AB, and ON, and are looking for a highly organized and detail-oriented individual to support our operations.
Role Overview:
Brokerage Operations Coordinator | Mortgage Industry | BC/AB
Full-time, in-person role supporting billing, compliance, and commission operations for a growing mortgage brokerage. Ideal for someone with 1-3 years in mortgage or financial operations who wants to grow into a bigger operations/compliance role.
Key Responsibilities:
Billing & Payments
Manage monthly brokerage billing (fees, lender payouts, etc.)
Reconcile accounts and track outstanding payments
Coordinate with brokers on payment-related inquiries
Compliance
Ensure adherence to provincial regulations (BCFSA, RECA, FSRA as applicable)
Maintain broker licensing records and documentation
Support audits and internal compliance checks
Commission & Payout Management
Calculate and process broker commissions
Handle commission splits, payouts, and reconciliation
Liaise with accounting/bookkeeping
Process Improvement & Automation
Identify inefficiencies and improve workflows
Help implement automation using CRM tools (Velocity, Zoho, etc.)
Standardize SOPs for onboarding, compliance, and submissions.
Recruitment Support
Assist in screening and onboarding new brokers
Coordinate interviews and documentation
Support growth initiatives of the brokerage
Marketing & Broker Engagement
Coordinate internal communications (updates, announcements)
Support broker events, masterminds, and training sessions
Help maintain engagement across the brokerage
Must-have:
Minimum 1 year experience specifically in mortgage, lending, or financial services administration (not just general admin)
Experience with commission or payout calculations
Comfortable working with compliance/regulatory documentation
Nice-to-have (asset only):
CRM experience (Velocity, Filogix, Zoho)
Familiarity with BCFSA/RECA/FSRA specifically
What We Offer:
Growth opportunity within a scaling brokerage
Exposure to operations, compliance, and business strategy
Supportive and fast-paced team environment
Competitive compensation (based on experience)
Job Type: Full-time
Benefits:
Dental care
Extended health care
In office parking
Pay: CA$55,000.00 - CA$80,000.00 per year
📌 Brokerage Operations Coordinator | Mortgage Industry | BC/AB (Surrey)
🏢 AIMI Collective Mortgage Group
📍 Surrey