Underwritertawk.to
Salary: Agreement
Work form: Full time
Posting Date: 07/11/2025
Deadline: 04/01/2022
FT Underwriter - Rateshop.ca
FT Underwriter - Rateshop.ca
Job Summary:
Mortgage broker working on behalf of customers to find good rates in a highly competitive market, ensuring customer satisfaction, education to clients about steps and process, timelines.
Underwriter Responsibility:
● Create, update, review mortgage applications
● Collect documents, complete conditions and compliance
● Liaise with clients, other agents, answer questions for clients
● Ensure customer satisfaction, reviews, guarantee closing dates, complete deadline tasks
● Follow process, escalate issues, exceptions, manage file flow
● Communication with team using SIP phone provided, email provided.
● Pipeline management
● Use online tools for document collection, review documents and compare applications,
compare lender rates, diligent inaccuracy. Ability to remember the process, where to look
for what, followups, confident phone conversation.
● Update system and trackers
What would a typical day in this role look like?
● 3-5 application review and submission
● 30-50 emails
● 100-200 documents review
● 10-15 phone calls
● Updating rates
● Scheduling Instagram, Facebook, Twitter posts relevant to products
● Reporting
● Talking to management, taking instructions from multiple sources
Must Haves:
● Strong verbal and written communication
● Confident email correspondence skills
● Multi-tasking, Computer savvy, comfortable with multiple systems used in real-time.
● Good memory, at the moment action-focused
● We work on the priority of importance, ability to judge the need for each client
● Phone, email courteous conversation, manage irate clients, work well with a team,
assign responsibilities and share the workload, accept incoming tasks with ease. Work
smart, not hard. Be mindful of pending tasks, open requests, good organizational skills,
● Exposure in email campaign marketing, minor Grafix creation, experience in training,
admin work, experience in Moodle.
Tools/Software:
● Email, chat, VoIP, excel, experience in salesforce if possible
Schedule:
● 40hoursperweek-9AMto6PMEST
tawk.to
FT Underwriter - Rateshop.ca
Job Summary:
Mortgage broker working on behalf of customers to find good rates in a highly competitive market, ensuring customer satisfaction, education to clients about steps and process, timelines.
Underwriter Responsibility:
● Create, update, review mortgage applications
● Collect documents, complete conditions and compliance
● Liaise with clients, other agents, answer questions for clients
● Ensure customer satisfaction, reviews, guarantee closing dates, complete deadline tasks
● Follow process, escalate issues, exceptions, manage file flow
● Communication with team using SIP phone provided, email provided.
● Pipeline management
● Use online tools for document collection, review documents and compare applications,
compare lender rates, diligent inaccuracy. Ability to remember the process, where to look
for what, followups, confident phone conversation.
● Update system and trackers
What would a typical day in this role look like?
● 3-5 application review and submission
● 30-50 emails
● 100-200 documents review
● 10-15 phone calls
● Updating rates
● Scheduling Instagram, Facebook, Twitter posts relevant to products
● Reporting
● Talking to management, taking instructions from multiple sources
Must Haves:
● Strong verbal and written communication
● Confident email correspondence skills
● Multi-tasking, Computer savvy, comfortable with multiple systems used in real-time.
● Good memory, at the moment action-focused
● We work on the priority of importance, ability to judge the need for each client
● Phone, email courteous conversation, manage irate clients, work well with a team,
assign responsibilities and share the workload, accept incoming tasks with ease. Work
smart, not hard. Be mindful of pending tasks, open requests, good organizational skills,
● Exposure in email campaign marketing, minor Grafix creation, experience in training,
admin work, experience in Moodle.
Tools/Software:
● Email, chat, VoIP, excel, experience in salesforce if possible
Schedule:
● 40hoursperweek-9AMto6PMEST
tawk.to
Other Info
Philippines
Permanent
Full-time
Permanent
Full-time
Submit profile
tawk.to
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