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Updated 2026-06-19 20:00 UTC·© 2025–2026 RoleSuite
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Mobile Mortgage Advisor Assistant - Bilingual

Jobgether · Canada

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Mobile Mortgage Advisor Assistant - Bilingual based in Canada.

This role plays an important part in supporting mortgage advisors in helping clients achieve their homeownership goals through a seamless and personalized experience. You will act as a key operational and client-facing support resource, assisting with mortgage applications, documentation, and day-to-day administrative coordination. The position combines client engagement, business development support, and structured administrative execution in a fast-paced, relationship-driven environment. You will help ensure that client inquiries are handled efficiently while maintaining accuracy and attention to detail throughout the mortgage process. Working remotely in a flexible home-office setup, you will collaborate closely with advisors to help grow their client base and strengthen relationships. This role is ideal for someone who enjoys working in a client-first environment where trust, communication, and precision are essential.

Accountabilities:

  • Provide direct administrative and operational support to mobile mortgage advisors throughout the mortgage application and approval process.
  • Respond to client inquiries and assist with documentation requirements to ensure a smooth and timely mortgage experience.
  • Support client engagement activities by maintaining communication and helping guide applicants through key steps of the process.
  • Assist in business development efforts, including outreach, marketing support, and client prospecting initiatives.
  • Coordinate and organize mortgage-related documentation while ensuring accuracy, compliance, and completeness.
  • Utilize Microsoft Office tools (Excel, Word, PowerPoint) to prepare reports, track activities, and support advisor operations.
  • Collaborate with advisors to improve client experience and identify opportunities to enhance service delivery.
  • Requirements:

    • Fluency in both English and French (written and spoken) is mandatory.
    • Previous experience in customer service, financial services, or mortgage-related environments is considered an asset.
    • Strong organizational skills with excellent attention to detail and accuracy in documentation handling.
    • Ability to manage multiple tasks in a fast-paced, client-focused environment.
    • Proficiency in Microsoft Office tools, including Excel, Word, and PowerPoint.
    • Strong interpersonal and communication skills with a client-first mindset.
    • Analytical thinking skills with the ability to support informed decision-making.
    • Ability to work independently in a remote/home-office environment while collaborating effectively with advisors.
    • Familiarity with residential mortgage processes is considered an advantage.
    • Benefits:

      • Competitive compensation aligned with part-time employment structure.
      • Remote-first work environment with occasional on-site requirements.
      • Flexible working arrangements supporting work-life balance.
      • Access to comprehensive employee support and wellbeing programs.
      • Opportunities to develop skills in mortgage lending and financial services.
      • Inclusive, collaborative, and values-driven work culture.
      • Employee recognition programs and tools supporting career growth and engagement.

Banking pay context

Based on 1,756 disclosed Banking salaries on RoleSuite, the role pays a median of $61K/year, with most offers between $48K and $90K (10th–90th percentile: $40K–$136K).

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