No longer accepting applications

Administration Clerk

PB Financial IncAncaster, ON, Canada

3 days ago

Salary

CA$50,000.00–CA$55,000.00 yearly

Job type

Full-time

Job description

Job Description

Role Profile :

Looking for a Administrator to work for a growing financing and real estate company, located in Ancaster. The role reports directly to the Operations Manager. The successful candidate must be able to work independently, be extremely organized, and detailed oriented. Along with a positive attitude and excellent communication skills. This job requires interaction with many investors, mortgage brokers, lawyers, and borrowers. Salary between $50,000 to $55,000 depending on experience. Please submit your resume.

Duties :

Maintain Investor documentation and database – preparing and sending all Investor documents and agreements. Ensure they are sent and received on a timely basis. Update all records in PB Financial document management system and Olympia Trust as required, including contact information.
Maintaining Mortgage database for all borrower, investor, and legal documents. This includes ensuring all Fintrac compliance requirements are met. And all documents received and filed.
Manage mortgage broker information in our admin system.
Managing and Verifying investor information is submitted and correct with Olympia Trust

This includes random audits of Olympia accounts to ensure returns and data is accurate

Assist as needed in borrower payments and investor funding

Ensure insurance is in place and up to date with all borrowers and brokers

Ensure our borrowers condo fees and property tax is paid and up to date

Perform random audits on first mortgage payments (if mortgage is a 2nd) , property tax, condo fees

Assist as needed to resolve borrower issues if payments in arrears, or issues with any other securities that may impact the mortgage risk.

Manage the mortgage renewal communication process between borrowers, brokers and investors.

Assist if needed to interact with law firm to ensure mortgage files are processed efficiently, and update investors as required.

Maintain office files and other duties as required by management

Manage front desk and phone call

Property management duties may include following up with services required, rent monitoring, reporting and collection

Paying and maintaining bills related to construction projects, renovation projects, or rental properties, offices, expenses, utilities, etc. And entry into accounting system, along with maintenance of corresponding spreadsheets.

Job Requirements :

3-5 years of office management

The successful candidate is required to work in the physical office.

Mortgage administration experience would be an asset.

Computer Skills : Word, Sage accounting package or equivalent, Excel

Ability to work in a fast-paced, busy construction company, with multiple divisions

Excellent communication skills, positive attitude and team oriented

Education :

Post secondary degree

Background in real estate or mortgage lending would be an asset