Client Support Specialist

Make a Difference Every Day with Expert Training, Proven Systems & a Warm High-Impact Role.

Burke Financial is an award-winning Ontario mortgage brokerage specializing in subprime and alternative mortgage solutions. We are hiring a full-time, in-office Client Support Specialist who loves connecting with people and bringing positivity, clarity, and ease to the mortgage process!

This is not just a back-office administration role. It's a high-visibility, people-first role. We're looking for a bright and energetic professional who genuinely enjoys picking up the phone, building rapport with our client, and guiding them through their document collection with care, patience, and enthusiasm. If you love making someone's day easier while keeping everything organized behind the scenes, you’ll thrive here!

Who You Are

This role is ideal for someone who:

• Wants to make a real impact: You feel overlooked in typical admin roles and want to be recognized as a key player in bringing mortgage deals across the finish line.
• Loves helping people through the details: You enjoy walking clients step-by-step through gathering their documents and turning what could be a stressful task into a seamless, pleasant experience.
• Values precision and detail: You take pride in making sure nothing slips through the cracks, knowing that speed without accuracy leads to delays.
• Thrives on structure: You prefer organized, proven processes where your execution directly protects clients and the brokerage.

What You'll Receive

• Company Performance Bonus: Earn beyond your base salary with performance bonuses that reward team excellence and file execution. When the brokerage wins, you win!
• Structured Training & Proven Systems: We set you up for success from day one with detailed training on our systems, workflows, and compliance requirements. You’ll always have clear tools and supportive leadership behind you.
• Clear Career Growth & Salary Advancement: Your dedication, client care, and execution unlock clear advancement paths, title growth, and base compensation increases.
• Supportive, High-Energy Culture: Join a collaborative environment where support specialists are celebrated. We cheer each other on, celebrate wins, and build a positive atmosphere together every single day.
• State-of-the-Art CRM & Digital Tools: Work with modern tools, including Salesforce, built to keep your workflow organized so you can focus on what matters most—delivering amazing client care

What You'll Do

As a Client Support Specialist, you will be responsible for:

• Warm Client Onboarding & Document Assistance: Reach out to clients with enthusiasm, building trust while helping them gather, organize, and upload initial supporting documents. Screen for legibility and completeness with daily, encouraging follow-ups.
• Fulfilling Lender Conditions: Track and satisfy lender conditions promptly once assigned. Coordinate with legal partners by issuing introduction packages and maintaining warm, proactive communication through funding.
• Facilitating Stress-Free Lawyer Signings: Schedule and confirm client signing appointments with lawyers. Provide clear, friendly checklists so clients feel confident and prepared for what to expect.
• Compliance Package Submissions: Collect post-closing compliance documents from legal teams, upload and label them accurately in Salesforce, and ensure files are organized for audit-readiness.
• Maintaining Compliance Standards: Act as the first line of defense for FSRA and internal compliance. Prepare complete documentation packages for the Office Administrator's final approval to protect both the client and the brokerage.

What We're Looking For

• Personality First: A naturally friendly, upbeat, and empathetic communicator who loves interacting with clients and putting them at ease.
• Experience: Previous experience in client support, administration, or customer service; ideally within mortgage, real estate, or financial services (familiarity with commitment letters, income docs, and tax forms is a strong asset).
• Detail-Oriented & Organized: Outstanding organizational skills with the ability to manage sensitive legal/financial documents accurately and efficiently.
• Tech-Savvy: Comfortable navigating digital CRMs (Salesforce), Microsoft Office (Word, Excel), and Adobe.
• Commitment: Dedicated to full-time, in-office work (40 hours/week) in Richmond Hill, ON.

Compensation, Perks & Schedule

• Compensation: $42,000 – $48,000 Base Salary + Company Performance Bonus
• Comprehensive Benefits: Health & Dental benefits (after probation period)
• Workplace Perks: Free on-site parking, quarterly perks, company events, team outings, and potential hybrid flexibility upon eligibility*
• Schedule: Monday to Friday (Full-Time, In-Office)

Ready to bring your positive energy and passion for helping people to a team that truly appreciates you? Apply today and let's make client experiences amazing together!

Pay: $42,000.00-$48,000.00 per year

Benefits:

• Dental care
• Extended health care
• Paid time off
• Vision care
• Work from home

Ability to commute/relocate:

• Richmond Hill, ON L4B 3N9: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person