Financial Administrator

Job Title: Financial Administrator (Assistant to Business Development Manager)

Job Description

The Financial Administrator plays a critical role in supporting mortgage origination by managing operational and administrative activities throughout the lending process. Acting as the operational bridge between external mortgage brokers, the Business Development Manager, and the internal credit and legal teams, this role ensures that mortgage applications move smoothly from initial broker contact through credit review to legal instruction and funding. The Financial Administrator provides consistent communication, meticulous documentation management, and exceptional service to brokers in a dynamic, fast-paced financial services environment.

Responsibilities

• Prepare and submit complete and accurate mortgage applications to the internal credit team.
• Act as the primary point of contact between external brokers and the internal credit team throughout the approval process.
• Collect, review, and track all required borrower and property documentation to support mortgage applications.
• Monitor and follow up on outstanding conditions and documentation to ensure files continue to move forward without delays.
• Keep brokers informed of file status, next steps, and any required actions in a timely and professional manner.
• Prepare completed and approved files for submission to the legal and funding team, ensuring all conditions are satisfied.
• Conduct preliminary reviews of mortgage applications, credit information, and property details to identify potential issues.
• Identify and escalate potential concerns or complex issues to the credit team when necessary.
• Maintain accurate records and update internal systems and databases with current file information and documentation.
• Support Business Development Managers with broker communications, relationship management, and coordination of events.
• Provide exceptional service to brokers by delivering prompt, clear, and professional communication throughout the lending process.
• Collaborate effectively within a large office environment, contributing to a positive and supportive team culture.

Essential Skills

• Minimum 2+ years of experience in an administrative role, preferably within the finance or mortgage-related industry.
• Demonstrated ability to maintain and manage relationships with external brokers or clients.
• Strong verbal and written communication skills in English, with the ability to convey information clearly and professionally.
• Professional phone etiquette and a client service mindset focused on responsiveness and reliability.
• Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.
• Post-secondary education with a degree or diploma required.
• High level of attention to detail and accuracy in documentation and data entry.
• Ability to work efficiently in a structured, deadline-driven environment.
• Personable and easy to get along with others in a large office setting.
• Outgoing, communicative, and comfortable interacting with a variety of stakeholders.

Additional Skills & Qualifications

• Prior experience within the mortgage or broader finance sector is an asset.
• Financial services or exposure to lending environments is considered an advantage.
• Experience providing administrative support in financial services or lending organizations.
• Comfort working with multiple lenders and mortgage products in a competitive market landscape.
• Strong organizational skills with the ability to manage multiple files and priorities simultaneously.
• Ability to contribute to a family-style, collaborative office culture.
• Interest in long-term growth within the financial services and mortgage lending industry.

Work Environment

This role is based in a new, modern in-office environment within a large financial services setting. The position reports to the Business Development Manager of Lending for British Columbia and follows a regular daytime schedule, typically from 8:30 a.m. to 5:00 p.m. The office is transit-friendly and does not provide on-site parking. The dress code is business casual. Team members work in a contemporary space with a great kitchen and access to an included exercise package, supporting health and wellness during the workday. The culture emphasizes a flexible, laid-back atmosphere with a strong family feel, while maintaining high professional standards. Employees receive full benefits after three months, and the environment supports collaboration, broker relationship management, and event coordination using standard office technologies, including Microsoft Office and internal systems.

This is a Permanent position based out of Vancouver, BC.

The pay range for this position is $56000.00 - $58000.00/yr.

This is a fully onsite position in Vancouver,BC.

Aston Carter fournit des solutions de talent de classe mondiale à des milliers de clients à travers le monde. Spécialisés dans la comptabilité, la finance, les ressources humaines, l'acquisition de talents, les achats, la chaine d'approvisionnement, et certaines professions administratives, nous étendons les capacités des entreprises à la pointe de l'industrie. Nous nous appuyons sur notre profonde expertise en matière de recrutement et sur notre vaste réseau pour répondre aux besoins évolutifs de nos clients et de notre communauté de talents avec agilité et excellence. Avec des bureaux aux États-Unis, au Canada, en Asie et en Europe, Aston Carter est au service d'un grand nombre d'entreprises du classement Fortune 500. Nous sommes fiers d'avoir remporté la désignation « Prix Platine » dans le cadre des prix Best of Staffing® Client et Talent décernés par ClearlyRated.

Aston Carter est un employeur souscrivant au principe de l'égalité des chances et accepte toutes les candidatures sans tenir compte de la race, du sexe, de l'âge, de la couleur, de la religion, des origines nationales, du statut d'ancien combattant, d'un handicap, de l'orientation sexuelle, de l'identité sexuelle, des renseignements génétiques ou de toute autre caractéristique protégée par la loi.

Si vous souhaitez faire une demande d'accommodement raisonnable, tel que la modification ou l'ajustement du processus de demande d'emploi ou d'entrevue à cause d'un handicap, veuillez envoyer un courriel à [email protected] pour connaître d'autres options d'accommodement.

Ordonnance sur l'égalité des chances de San Francisco: Conformément à l'Ordonnance sur l'égalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de l'intelligence artificielle (IA): Nous pouvons utiliser l'intelligence artificielle (IA) pour soutenir certaines étapes de notre processus d'embauche, notamment la recherche, la présélection et l'évaluation des candidatures. L'IA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à l'aide d'outils d'IA.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.