Compliance officer/Admin Assistant

About the Role:
As our Virtual Compliance Officer / Admin Assistant, you’ll play a crucial behind-the-scenes role in ensuring smooth deal flow, file compliance, and system organization. This role is ideal for someone with experience in mortgage processing, who thrives in a fast-paced remote environment and has a passion for details, documentation, and getting things done right.

Responsibilities:

Ensure all mortgage files meet regulatory compliance and brokerage standards

Upload and organize client documents and communications using Finmo, Filogix, and Google Drive

Maintain CRM data integrity in ZOHO, tracking client communications, lead stages, and task deadlines

Support electronic signature processes through tools like DocuSign, Finmo e-sign, or similar

Liaise with brokers and lenders to follow up on outstanding conditions and documentation

Create and manage checklists to streamline processes and minimize errors

Assist with regular audits and reporting

Qualifications:

Must have Canadian mortgage processing experience (brokerage, underwriting, or submission support)

Familiarity with ZOHO CRM, Finmo, Filogix, and Google Docs

Experience using e-sign platforms (e.g., Finmo e-sign, DocuSign)

Exceptional organizational skills and attention to detail

Proactive communicator and problem solver

Able to work independently and manage priorities remotely

Nice to Have:

Understanding of lender portals and compliance guidelines (e.g., FSRA, BC FICOM, etc.)

Prior experience supporting a high-volume mortgage team

Comfortable adapting to new platforms and systems