Mortgage Administrative Assistant
Current⦁ Execute financial support for Canadian mortgage-holders along the whole borrower's application pipeline, facilitating and tracking the process ensuring customer satisfaction. ⦁ Perform the control of the process step by step with clients, appraisers, creditors, BDMs and lawyers to ensure the adequate advance of the process of mortgage refinances.⦁ Manage, process, prepare and file all the information regarding the clients with the support of drives, and spreadsheets, Adobe Acrobat, Salesforce, Hurricane (TMG®), Filogix (Finastra®), Axess Law and Deeded Law portals.⦁ Manage insurance policies, payout statements, appraisal orders, team guidebooks, and scheduled calls in order to maintain data updated. ⦁ Perform basic underwriting tasks, including credit history revision, best new lender allocation, following up with agents involved and compliance.