30 Oct
|
vatsal barot mortgages
|
Halifax Regional Municipality
30 Oct
vatsal barot mortgages
Halifax Regional Municipality
Part-Time Mortgage Administrative Assistant Vatsal Barot Mortgages Inc. | Mortgage Architect Halifax, NS (Hybrid/Remote within NS) | ~16hours/week
About Us
We’re a growing independent mortgage brokerage serving clients across Nova Scotia and New Brunswick, with $15M+ in funded residential and commercial mortgages this year. We’re looking for an organized, detail-oriented person to keep files moving so clients get a fast, smooth experience from application to closing. What You’ll Do
- Collect, organize and track client documents such as paystubs, T4s, NOAs, bank statements and purchase agreements
- Review documents for completeness and consistency against the mortgage application, and flag gaps or discrepancies for the broker
- Prepare and update files in Filogix Expert for broker review and lender submission
- Track lender conditions, closing dates and follow-ups, and coordinate with lawyers, realtors and appraisers
- Keep client records and deal stages up to date in Pipedrive CRM
- Manage the broker’s calendar, book client consultations, and schedule renewal and follow-up reminders
- Send clients routine updates and document requests *Note: This is an administrative role. You won’t provide mortgage advice, discuss rates or products, or negotiate with lenders; that’s handled by the licensed broker.
* What We’re Looking For
- Strong organization and attention to detail; you notice when numbers don’t match
- Explicit, professional written and verbal communication
- Comfort with technology and willingness to learn new systems (CRM, submission software, Google Workspace/Excel)
- Ability to handle sensitive personal and financial information with discretion
- Reliable and self-directed, able to manage a task list with minimal supervision Nice to Have
- Experience at a bank, credit union, mortgage brokerage or in lending/financial services
- Familiarity with income documents and basic mortgage concepts (GDS/TDS, down payment verification)
- Experience with Filogix, Pipedrive or another CRM
- Bilingual in English and French; other languages (e.g. Gujarati, Hindi, Punjabi) are an asset
- Current enrolment in a business or finance program (great opportunity for students)
What We Offer
- $17.00/hour plus a bonus for every funded file
- Versatile part-time schedule with hybrid or remote options
- Hands-on experience in the mortgage industry, with potential to grow into a licensed role Requirements
- Must sign a confidentiality and privacy agreement To Apply Send your resume and a short note about why you’re a fit to
[email protected] with the subject line “Mortgage Admin Assistant.” Pay: $16.75-$17.00 per hour Expected hours: 8.0 – 16.0 per week Work
Location:
Remote
📌 Part-Time Mortgage Administrator (Halifax Regional Municipality)
🏢 vatsal barot mortgages
📍 Halifax Regional Municipality