Document Associate

The role of the Document Associate is to perform routine duties independently, while functioning in a team environment. As a dedicated Document Associate, you will be in charge of document processing and customer management to ensure a smooth closing experience for clients.

It is the Document Associate’s responsibility to obtain, review and process all mortgage documentation required in order to fund mortgages, in accordance with company policies and procedures, and to help clients throughout this process.

Social Skills :

• Daily interaction with Customers, Lenders, Lawyers, and Realtors
• Contacting clients proactively
• Collecting confidential documents and compiling PDF packages for Lenders by specific deadlines
• Strong written and verbal communication skills in English

Organizational Skills :

• Keeping clients files organized
• Confidentially handling files that contain personal and sensitive information
• Takes a proactive role in contacting clients and gathering necessary documents for deal completion
• Demonstrated ability to work well under pressure, to stay organized and meet deadlines when working in a fast-paced environment

Computer Skills :

• Google Drive, Google Docs and Google Sheets
• Word - writing and editing documents
• Adobe Acrobat - securing, editing, merging and compressing documents
• Ability to learn new programs/software
• Previous experience using CRM systems is an asset

Additional Experience & Skills :

• Excellent interpersonal, decision making and communication skills
• Self-motivated driven personality
• Attention to detail and analytical skills when reviewing clients’ documents
• Ability to change and adhere to newly implemented procedures

Please note that this job description is not exhaustive and additional duties may be assigned as needed.

Job Types : Full-time, Permanent

Salary : $20.00-$21.00 per hour

Benefits :

• Casual dress
• Dental care
• Extended health care
• On-site parking
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay
• Overtime pay

Education :

• Bachelor's Degree (required)

Language :

• English (required)

Ability to Commute:

• North York, ON (required)

Ability to Relocate:

• North York, ON: Relocate before starting work (required)

Work Location: In person