Posted:
Job Description
Job Summary
PrimeRate Funds is seeking a highly organized and proactive Operations Coordinator / Operations Manager to oversee daily operational activities in our Mortgage Investment Corporation. This role is central to ensuring smooth mortgage lending processes, strong investor relations, effective communication, and data-driven marketing support. The ideal candidate will act as a key liaison between underwriters, investors, management, and external partners, while maintaining high standards of accuracy, compliance, and client service in a fast-paced private lending environment.
Key Responsibilities
- Daily Operations Oversight — Manage and coordinate the day-to-day activities of the operations team, ensuring efficient workflow for mortgage origination, administration, and investor servicing.
- Underwriter & Document Coordination — Serve as the primary point of contact with underwriters and third-party service providers; compile, review, organize, and track all required mortgage documentation (e.g., appraisals, title searches, borrower files, compliance records) to support timely loan approvals and closings.
- Investor Relations & Communications — Maintain regular contact with existing and potential investors; respond to inquiries, provide updates on portfolio performance, and handle redemption/redemption requests in line with MIC policies.
- Newsletter & Reporting — Create, compile, and distribute monthly investor newsletters, including performance updates, market insights, dividend announcements, and other relevant MIC information (using tools like Mailchimp or similar platforms).
- Event & Meeting Coordination — Plan, organize, and execute investor meetings, events, webinars, or mixers for both potential and existing investors to promote the fund, build relationships, and drive investment inflows.
- Marketing Support & Analysis — Feed accurate operational and performance data (e.g., loan pipeline, yields, asset stats) to the marketing team for campaigns; review and analyze marketing campaign results (e.g., lead generation, investor acquisition metrics, ROI) to provide insights and recommendations for optimization.
- Compliance & Process Improvement — Ensure all activities adhere to BCFSA regulations, MIC guidelines, and internal policies; identify opportunities to streamline processes and improve operational efficiency.
- Other Duties — Assist with ad-hoc projects, prepare reports for management, and support overall business growth initiatives.
Qualifications & Requirements
- Experience — 3+ years in mortgage operations, private lending, MIC/fund administration, investor relations, or financial services coordination (experience in Canadian mortgage lending or MICs is highly preferred).
- Skills — Strong organizational and multitasking abilities; excellent written and verbal communication (investor-facing experience a plus); proficiency in Microsoft Office Suite, CRM tools (e.g., Salesforce, HubSpot), email marketing platforms, and basic data analysis tools.
- Knowledge — Understanding of mortgage documentation, underwriting processes, investor reporting, and Canadian regulatory requirements (e.g., BCFSA licensing for mortgage brokers/MICs).
- Personal Attributes — Detail-oriented, proactive, reliable, with a client-service mindset; able to work independently while collaborating across teams.
- Education — Post-secondary degree or diploma in business, finance, administration, or a related field preferred.
- Other — Eligible to work in Canada; clean criminal background check may be required.
Flexible Arrangement Notes
- Salary Range: Competitive, based on experience (commensurate with BC finance sector standards for similar roles)
Job Type: Full-time
Benefits:
- Dental care
- Extended health care
- Flexible schedule
Work Location: In person