About The Simple Investor

The Simple Investor is a leading real estate investment and property management firm based in Ontario, Canada. For over 15 years, we have helped investors grow and manage their portfolios by making real estate investing simple, transparent, and effective. Our integrated approach combines strategic acquisition with professional property management services to deliver consistent, long-term value.

The Role

The Simple Investor Real Estate Group is seeking a highly organized and detail-oriented Mortgage Coordinator to support the administration and management of the company’s commercial real estate mortgage portfolio.

This role will be responsible for coordinating mortgage transactions, managing renewals and refinances, liaising with lenders, mortgage brokers, and legal counsel, and maintaining accurate mortgage documentation across the company’s portfolio of multi-residential and commercial properties.

Key Responsibilities

1. Mortgage Administration & Portfolio Management

- Maintain and update a centralized database of all mortgage loans across the company’s real estate portfolio.
- Track key mortgage terms including maturity dates, renewal timelines, covenants, interest rates, and prepayment provisions.
- Monitor upcoming renewals, maturities, and refinancing opportunities and coordinate internal review timelines.
- Prepare internal summaries of mortgage terms and lender requirements.

- Mortgage Transactions & Renewals

- Coordinate mortgage renewals, refinances, and new financings for commercial and multi-residential properties.
- Assist with the preparation and organization of lender due diligence materials including:

- rent rolls




- operating statements
- property appraisals
- building condition assessments
- environmental reports
- corporate documents
- Ensure financing packages are complete and submitted in a timely manner.

1. Lender & Broker Coordination

- Serve as a primary point of contact with lenders, mortgage brokers, and financial institutions .
- Facilitate communication between lenders and internal teams including finance, legal, and asset management.
- Coordinate requests for information and ensure timely responses to lender inquiries.
- Assist with negotiation preparation by compiling financial and property information.

- Legal & Closing Coordination

- Work closely with internal and external legal counsel to coordinate mortgage documentation and closing requirements.
- Review commitment letters, term sheets, and financing documents for administrative accuracy.
- Track closing conditions and ensure all required documentation is delivered prior to funding.
- Assist with mortgage registrations, discharges, and amendments where required.

- Documentation & Record Management

- Maintain organized digital and physical files for all mortgage transactions and lender correspondence.
- Ensure all mortgage documentation is properly archived including:

- loan agreements
- commitment letters




- mortgage registrations
- guarantees
- amendments
- discharge statements
- Prepare reports on mortgage portfolio status for internal stakeholders.

Skills and Qualifications

- 3-5+ years experience in commercial real estate financing, mortgage administration, or real estate law .
- Experience working with commercial lenders, mortgage brokers, or real estate law firms is highly preferred.
- Strong understanding of commercial mortgage structures and lending processes.
- Familiarity with mortgage documentation including loan agreements, commitment letters, and security documents.
- Ability to manage multiple transactions simultaneously and meet deadlines.
- Experience with multi-residential or commercial real estate portfolios .
- Exposure to construction financing, CMHC lending, or syndicated mortgage structures .
- Experience coordinating with lawyers, lenders, and mortgage brokers on real estate transactions.
- Familiarity with financial reporting or underwriting materials for lenders .
- Excellent organizational and project management skills.
- Strong written and verbal communication skills.
- Experience in mortgage administration and commercial real estate financing
- Transaction management and coordination
- Document and file management systems
- Lender relations
- Attention to detail with solid prioritization and time management abilities

Job Types : Full-time, Permanent

Pay: $50,000.00-$55,000.00 per year

Benefits :

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Vision care

Work Location: In person

📌 Mortgage Coordinator (Burlington)
🏢 The Simple
📍 Burlington