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Assistant Mortgage Processor Jobs in Surrey, BC (NOW HIRING)

Peoples Group

Underwriting Associate

Vancouver, BC · Hybrid

CA$70K - CA$80K/yr

Evaluate and recommend conventional and CMHC mortgage loans in the Region in accordance with ... Engage directly with clients and brokers throughout the loan application process, ensuring high ...

All JobsMortgage Processor JobsAssistant Mortgage Processor JobsAssistant Mortgage Processor Jobs in Surrey, BC

Assistant Mortgage Processor information

What does an assistant mortgage processor do?

An Assistant Mortgage Processor supports mortgage processors and loan officers by gathering, reviewing, and organizing loan application documents. They communicate with borrowers to collect necessary information, verify employment and credit details, and ensure all paperwork meets lender requirements. Their role is essential in streamlining the loan approval process and maintaining accurate records to help loans close on time.

What are the key skills and qualifications needed to thrive as an assistant mortgage processor, and why are they important?

To thrive as an Assistant Mortgage Processor, you need a keen eye for detail, strong organizational skills, and a basic understanding of mortgage lending procedures, often supported by a high school diploma or equivalent. Familiarity with loan origination software (LOS), document management systems, and sometimes industry certifications like NMLS are highly valuable. Excellent communication, time management, and problem-solving abilities help you coordinate between clients, loan officers, and underwriters efficiently. These skills are crucial for ensuring accurate, timely loan processing and maintaining compliance with regulatory standards.

What are some common challenges faced by assistant mortgage processors, and how can they be addressed?

Assistant Mortgage Processors often encounter challenges such as managing tight deadlines, handling a high volume of documentation, and ensuring accuracy in loan files. These challenges can be addressed by developing strong organizational skills, maintaining clear communication with loan officers and underwriters, and utilizing digital tools to track document status. Staying proactive and detail-oriented helps minimize errors and keeps the mortgage process on track, contributing to a smooth experience for clients and team members.

What is the difference between Assistant Mortgage Processor vs Mortgage Processor?

AspectAssistant Mortgage ProcessorMortgage Processor
CredentialsHigh school diploma, some industry certificationsHigh school diploma, industry certifications preferred
Work EnvironmentOffice setting, supporting mortgage processing teamsOffice setting, managing mortgage applications independently
ResponsibilitiesAssists with document collection, data entry, and preliminary reviewsReviews applications, verifies documents, and approves loan files

The Assistant Mortgage Processor supports the Mortgage Processor by handling administrative tasks and preliminary reviews. The Mortgage Processor takes on more responsibility, including detailed application review and approval. Both roles require similar credentials and work environments, but the Mortgage Processor has a higher level of decision-making authority.

What are popular job titles related to Assistant Mortgage Processor jobs in Surrey, BC?

For Assistant Mortgage Processor jobs in Surrey, BC, the most frequently searched job titles are:

What job categories do people searching Assistant Mortgage Processor jobs in Surrey, BC look for?

The top searched job categories for Assistant Mortgage Processor jobs in Surrey, BC are:

Assistant Mortgage Processor jobs near you
Infographic showing various Assistant Mortgage Processor job openings in Surrey, BC as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.

Business Development Manager, Mortgage Broker Channel

First West Credit Union

Langley, BC

Full-time

Medical, PTO

Posted 12 days ago

Job description

We are currently seeking a Business Development Manager (Mortgage Broker Channels) ('BDM') to join our team.

The Business Development Manager (Mortgage Broker Channels) ('BDM') is responsible for developing and growing a residential mortgage portfolio and increasing market share through sales and service to external mortgage brokers within a defined geographical territory, under the guidance of the Director, Business Development. This role prospects for new broker relationships and fosters existing relationships to develop the funding volume potential of their assigned broker territory.  The Business Development Manager interacts with brokers through face to face and non-face to face communications and will be required to present or participate in person at training sessions, industry trade shows and special events outside the office. This role reports to the Director, Mortgage Business Development.

Here's what would be included as a part of your typical day

  1. Business Development. Actively engages in business development activities and meets or exceeds established annual goals. Builds referral sources through meaningful and trusting relationships with brokerages, broker franchises, and sub brokers. Raises the profile of Tru Cooperative Bank and regional brands in key markets through development of a wide referral network... Within their defined territory increases the visibility of the credit unions, products and services by taking part in various external activities, industry trade shows and related events where required inside and outside of normal business hours.
  2. Managing Relationships. Ensures clear communication around product, process and expectations of mortgage brokers and works closely with other teams such as mortgage underwriters, credit services, branches etc. Monitors funding volumes and efficiencies for approved brokerages and makes recommendations on the signing of new relationships in the broker space, as well as the removal of brokers as warranted. Manages these relationships to capitalize on trends, increase efficiencies and identify areas of opportunity for Tru Cooperative Bank to impact the business and succeed together while adhering to assigned budget.
  3. Reporting and Analysis. Receives analysis and makes decisions based on the analysis for the business and builds appropriate business plans. Prepares weekly sales logs and appointment schedules with corresponding narrative regarding broker interactions, training sessions and site visits.
  4. Market Research: Gathers and communicates competitive intelligence to assist in product pricing. Initiates recommendations and modifications to products, policies and/or industry regulations to stakeholders as they arise, acting as the local expert.

People/Thought Leadership

  • No direct supervisory responsibility

Qualifications 

  • Bachelor's degree required or an equivalent combination of education and experience
  • 3-4+ years relevant industry experience required.
  • Mortgage broker relationship management or mortgage specialist management experience preferred.

Competencies

  • Excellent interpersonal skills with the ability to communicate both verbally and in writing with a wide variety of stakeholders and comfort level with public speaking.
  • Self-directed and highly organized individual.

Skills 

  • Proficient in computer software programs. Example Microsoft Office and banking software programs.
  • Proven business development, relationship building and sales skills.
  • Agile time management skills with ability to multitask.

Travel

  • Overnight travel is required multiple times per month

Risk Management

  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

#trucooperativebank

What's in it for you:

First, we strive to make our team members feel genuinely rewarded. You'll have: 

  • Mental health coverage and resources 
  • Customizable health benefits, as well as topped-up parental leave 
  • Performance-based compensation, employee banking advantages and group RRSP matching 
  • Vacation time and flexible work arrangements to support your lifestyle 

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual's skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we're powered by giving back-in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices. 

By joining our team, you'll be able to elevate your potential. Wherever your own purpose leads, we're here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity! 

 Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check. 

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.  

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

 If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it's preparing materials in an alternate format, booking an accessible meeting room or other arrangement. 

Your individuality is welcome here. 

About Us 

We're a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank. 

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.


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