Join Our Team

If you are looking for an opportunity to be in the financial industry, and is someone who wants to make a positive difference in other people’s lives, we need you!

Current Job Opening:

Client Care and Administration Associate

Karista Mortgage is a successful mortgage broker office that is currently searching for a Client Care & Administration Associate to join our team. This role is an integral part of creating positive customer experiences by providing quality relationship solutions throughout the mortgage life cycle. This individual must work well under tight deadlines, maintain a high level of organization, diligence with details, and has excellent verbal and written communication skills in both English and Tagalog.

The successful candidate also enjoys and thrives in highly demanding, evolving, and fast-paced team and individual working environments.

Duties & Responsibilities

  • Daily communication with Brokers, Underwriters, Lawyers, Referral Partners, and Clients
  • Review and collection of client documentation 
  • Save/file documents received from clients
  • Update and manage the database for files
  • Assist with client and team administrative mortgage requests
  • Follow up phone calls for attendees to events
  • Confirm daily client appointments and documents they need 
  • Follow-up phone calls 

Qualifications

  • Tagalog speaking required
  • High school diploma or equivalent required, along with a minimum of one-year experience in phone sales-related role(s)
  • Previous Customer Service Experience required
  • Outgoing and energetic personality with the ability to strike up a conversation with anyone
  • Well organized and detail-oriented
  • Passionate about delivering excellence in customer service
  • Strong verbal and written communication skills
  • Ethical, with a commitment to company values
  • Proficiency with MS Office programs (Word, Excel, PowerPoint) is an asset
  • Proficiency with Google G-Suite programs (Gmail, Docs, Sheets, Drive) is an asset
  • A team player with the ability to work independently

Job Type: Full-time, permanent

Salary: $35,000 – $45,000 per year