mortgage clerk

Work setting

• Financial management/services

Responsibilities

Tasks

• Compile records of deposit, loan and mortgage payments
• Store, update and retrieve financial data
• Process applications for loans and mortgages
• Provide clients with information
• Sort, verify and process financial transactions
• Maintain financial information and securities listings
• Calculate service charges and interest payments
• Notify customers regarding account discrepancies
• Provide customer service

Experience and specialization

Computer and technology knowledge

• MS Excel
• MS Office
• MS Outlook
• MS Word
• MS Windows

Additional information

Work conditions and physical capabilities

• Tight deadlines
• Attention to detail

Personal suitability

• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Organized

Benefits

Financial benefits

• Bonus

Long term benefits

• Maternity and parental benefits

Other benefits

• Free parking available
• Learning/training paid by employer
• Other benefits
• Paid time off (volunteering or personal days)