08/23/2021
WE ARE HIRING FOR OUR CLIENT A MORTGAGE AGENT ASSISTANT
Answer phones in a professional courteous manner, while taking detailed messages
Organize emails ensuring all are responded to with urgency and accuracy.
Manage his calendar and review with him daily.
Input/update Client Profiles/Leeds in our custom CRM as information becomes available.
Manipulate and save Client documents to SharePoint when needed.
Schedule appointments between the Mortgage Agent and Clients/Leeds as required
Respond/Email referral sources using auto-responses.
Pick up deliveries/drop-offs as necessary.
Collaborate with the CEO’s assistant as required.
Other ad hoc tasks as required.
Requirements:
Previous work experience answering phones is essential.
Excellent email and computer skills. Office 365/Outlook experience a big plus!
Maintain a high level of organization.
Able to prioritize and efficiently manage multiple assignments.
Ability to work independently with minimal supervision and in a fast-paced environment.
Exceptional interpersonal and communication skills, including a professional and friendly telephone manner.
Proficient in English (oral and written).
Must be tech-savvy and comfortable with a paperless working environment.
Experience in the mortgage industry an asset.
High level of discretion required in dealing with confidential matters.
Must have a driver’s license and vehicle.
Some overtime may be required
***Please Email Your Resume To [Email hidden]