L'EVATE Inc.

Mortgage Broker Assistant (Mortgage Admin) – Part-Time (20 hrs/week, EST)

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Part Time

: SALARY

$5-$6 per hour (CAD)

: HOURS PER WEEK

20

: DATE UPDATED

Apr 14, 2026

JOB OVERVIEW

Long-Term | Client-Facing | Growth Opportunity

We’re hiring a highly organized, detail-driven Mortgage Broker Assistant to support a successful Mortgage Broker in Ontario, Canada.

This role is for someone who thrives on structure, takes ownership, and genuinely cares about client experience. Your mission is simple: buy back the broker’s time by keeping files organized, ensuring documents are correct, and making sure nothing falls through the cracks — so the broker can focus on closing deals and growing the business.

What You’ll Own

File & Document Management
• Collect, organize, rename, and store client documents properly
• Review documents at a high level and flag missing/incorrect/outdated items
• Request corrections from clients clearly and professionally
• Keep every file complete and up to date (clean folders + consistent naming)

Mortgage File Support
• Prepare short deal summary notes for the broker (clear, concise, accurate)
• Prepare signing packages once approved
• Schedule signing review meetings with clients
• Track deadlines and follow-ups so files keep moving

Client Communication & Follow-Up
• Communicate with clients via email and scheduling tools
• Follow up politely but firmly when documents or actions are outstanding
• Maintain a calm, professional client experience (even under time pressure)

Admin, Scheduling & Compliance Support
• Coordinate calendar scheduling during EST hours
• Support ID verification and basic document/compliance checks
• Maintain clean systems and adopt new tools quickly

Must-Haves
• Expert English communication (written + spoken)
• Extremely organized and detail-oriented
• Available for 20 hours/week in EST
• Strong ownership: you proactively track, follow up, and close loops
• Tech-comfortable: cloud storage, file systems, basic CRM/task tracking, e-sign tools, scheduling
• Professional, client-first mindset
• Reliable internet + quiet workspace suitable for client-facing work

Strong Preference (High Priority)
• Experience supporting a Canadian mortgage broker
• Familiarity with Canadian mortgage documentation and broker workflows
(If you have this, please highlight it clearly in your application.)

Nice to Have
• Mortgage / real estate / banking / finance experience
• Experience reviewing documents or working in a compliance-driven environment
• EA / Ops / Admin support experience
• Familiarity with Google Workspace and e-signature platforms

Hours & Growth
• 20 hours/week (EST)
• Long-term role with potential to move full-time for the right candidate
• Opportunity to grow into a senior operations / file management role over time

HOW TO APPLY
• Send your resume
• Mention in 1–2 lines if you’ve supported a Canadian mortgage broker
• Confirm you can work EST
• IMPORTANT: Use this subject line: Mortgage EA – Canada – [Your Name]

SKILL REQUIREMENT

Mortgage Office and Administration Executive Assistance

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L'EVATE Inc.

Mortgage Broker Assistant (Mortgage Admin) – Part-Time (20 hrs/week, EST)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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