Overview
Administrative Assistant Jobs in Penticton, British Columbia, Canada at Tracey Robinson – DLC White House Mortgages
Title: Administrative Assistant
Company: Tracey Robinson – DLC White House Mortgages
Location: Penticton, British Columbia, Canada
Mortgage Administrator / Client Experience Coordinator
DLC The Tracey Robinson Mortgage Team – Penticton, BC
Full-time | Monday to Friday | 9:00am – 5:00pm | In-Office
Overview
We are seeking a dynamic and customer-focused Mortgage Administrator / Client Experience Coordinator to join our team. This role is vital in ensuring exceptional service delivery and fostering positive relationships with clients. The ideal candidate will possess strong communication skills and have experience in customer service within financial or related industries. This position offers an opportunity to develop professional skills in a collaborative environment dedicated to enhancing customer satisfaction.
About us
We are a high-performing, client-focused Mortgage Brokerage based in Penticton. At DLC The Tracey Robinson Mortgage Team, we pride ourselves on delivering an exceptional client experience — built on trust, communication, and attention to detail. We are a small, close-knit team operating in a fast-paced environment, and we treat every client like royalty.
The Opportunity
We are looking for a full-time Mortgage Administrator / Client Experience Coordinator to become the first point of contact for our clients and a key support within our growing business.
This role is ideal for someone highly organized, detail-focused, and thrives in a fast-paced, client-facing environment. Mortgage experience is an asset, but we are happy to train the right candidate with the right attitude.
Key Responsibilities
- Answering phones and acting as the first point of contact for Clients
- Managing Client communication (email, phone, document follow-up)
- Liaising with Lenders, Realtors, Lawyers, and Accountants
- Assisting with mortgage file packaging and document collection
- Maintaining and updating internal systems (CRM and lender portals)
- Ensuring files are complete, accurate, and compliant
- Supporting the team with administrative tasks and workflow management
- Assisting with social media and marketing initiatives
- Maintain comprehensive documentation of customer interactions and transactions for compliance and quality assurance purposes
- Willingness to learn and adapt to more roles and a higher level of responsibility as needed.
Experience (Not Required)
- Mortgage Finance or Brokerage experience
- CRM or document management system experience
- Experience in customer service, financial services or related sectors
- Proficiency in Microsoft programs
What We’re Looking For
- Strong written and verbal communication skills
- Confident and professional in client-facing situations
- Exceptional attention to detail (this is critical)
- Highly organized with the ability to manage multiple files at once
- Comfortable working under pressure and meeting strict deadlines
- Warm, friendly, and team-oriented personality
- Ability to maintain strict confidentiality at all times
- Proficient in Word, Excel, Outlook, and Adobe
- Comfortable learning new systems and software quickly
Compensation
- $20.00 – $26.00 per hour (based on experience)
- Opportunities for growth and development within the business
Why Join Us?
- Be part of a respected and growing mortgage team in the South Okanagan
- Work in a supportive, team-oriented environment
- Gain valuable experience in the mortgage and finance industry
- Opportunity to grow with the business long-term
Application Instructions
- Please apply with your resume. A brief cover note outlining why you would be a good fit for this role is encouraged.
Work Location
- In person
