Our client, A well-established and growing private lending firm is seeking a detail-oriented and proactive Assistant to support a high-performing Business Development Manager. This position plays a critical role in managing mortgage files, supporting underwriting processes, and ensuring a seamless experience for broker partners.
This is an excellent opportunity for someone with mortgage or lending experience who thrives in a fast-paced, high-volume environment and is looking to gain deeper exposure to underwriting, deal structuring, and broker relationship management.
Key Responsibilities
Review and prepare mortgage applications for submission to the internal credit team
Analyze key deal components including borrower profile, property details, loan-to-value, and exit strategy
Summarize deals clearly for credit review, identifying strengths and potential risks
Manage a pipeline of active files, ensuring all documentation and conditions are tracked and completed in a timely manner
Act as the primary liaison between brokers, internal credit, and funding teams
Proactively follow up on outstanding items to ensure deals progress efficiently
Provide brokers with consistent updates on file status, requirements, and timelines
Prepare approved files for transition to legal and funding
Maintain accurate and organized records within internal systems and CRM platforms
Support business development efforts through broker communication and coordination
Must-Have Requirements
2+ years of experience in mortgage administration, underwriting support, or lending operations
Strong understanding of mortgage fundamentals (credit, LTV, income, security, documentation)
Proven ability to manage multiple files in a fast-paced, deadline-driven environment
Highly organized with exceptional attention to detail and strong follow-up skills
Excellent communication skills and ability to work with external partners
Proficiency with Microsoft Office and CRM systems
Ideal Experience
Background in private lending, alternative lending, or MIC environments
Exposure to underwriting or credit analysis
Experience working directly with mortgage brokers
Familiarity with the BC real estate and lending landscape
Post-secondary education in business, finance, or a related field
Why Join?
High-growth lending environment with strong deal flow
Direct exposure to underwriting and credit decision-making
Collaborative, entrepreneurial team culture
Opportunity to build long-term career progression within real estate finance
If this sounds like the role is for you, please apply today! Please reference job number 05060-0013449998 in all correspondence.
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