Mortgage Administrator

  • Full Time
  • Langley, BC
  • Jul 31, 2023

Capstone Asset Management

Capstone Asset Management Inc. is a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer serving clients in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia, and Newfoundland & Labrador.

Holding to Biblically informed values, we provide discretionary investment management and mandate specific solutions to clients including high net worth individuals and families, institutions, pensions, foundations, family offices, and third-party Portfolio Managers.
Title: Mortgage Administrator
Reporting to: Chief Investment Officer
Location: Langley, BC

Summary of Position: Capstone Asset Management seeks a motivated, self-directed Mortgage Administrator who, as part of the Investment Management Team, will be responsible for all functions related to loan administration throughout the loan’s lifecycle. Your background in the mortgage industry will provide the platform for you to further develop our mortgage administration within our mortgage lending business. Capstone is looking for a self-starter, organized team player who aligns with our philosophical values.

Duties & Responsibilities:
 Manage new and existing mortgage documentation and due diligence
 Prepare all funding documentation
 Maintain all mortgage related files
 Manage fund flows on new mortgage and renewal settlements
 Monitor and manage interest payments, maturities and resolve discrepancies
 Monitor and manage amendments, maturities and commitments
 Update and maintain various reports for tracking purposes
 Support special mortgage requirements
 Support Audit preparation

Qualifications, Skills & Experience
 Minimum of 2 years administrative experience preferably with a mortgage brokerage/administrator
 Proficiency in MS Office including Word, Excel and Outlook
 Clarity in written and verbal communications
 Ability to multi-task while remaining organized
 Strong attention to detail
 Ability to learn various software resources for report generation and other tasks
Please forward your resume and cover letter in confidence to:
Capstone Asset Management thanks you for your interest; however, only candidates selected for an interview will be contacted.

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