Job Overview

The Mortgage Assistant supports day-to-day mortgage application processing by organizing information, assisting customers, and helping colleagues keep files moving accurately and efficiently. This role suits someone who communicates clearly, handles numbers carefully, and enjoys providing dependable service in a financial services setting.

Responsibilities

- Gather, organize, and update mortgage application documents and customer records, checking details for accuracy and completeness.
- Assist customers with routine questions, explain next steps clearly, and direct complex inquiries to the appropriate colleague.
- Use Microsoft Excel to track application information, perform basic calculations, and maintain organized records.
- Support administrative coordination and communicate updates to colleagues to help applications progress smoothly.

Skills

Required:



Transparent communication, customer service, accurate recordkeeping, basic math, and practical Microsoft Excel skills support reliable application processing and helpful customer interactions. Preferred: Experience in financial services, cash management, or negotiation is advantageous; English and French language ability, including bilingual or multilingual communication, can help serve a broader range of customers. Your impact: Accurate, timely support helps customers understand their next steps and enables colleagues to manage applications confidently.

Pay: $19.00-$21.00 per hour

Expected hours: 40.0 – 50.0 per week

Work Location: In person

📌 Mortgage Assistant (Surrey)
🏢 DLC Acumen Mortgages
📍 Surrey