Mortgage Fulfillment Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Oversee mortgage files from the point of underwriting approval to final funding.

• Assess and organize client documentation, including income verification, bank statements, tax records, and down payment confirmations.

• Request appraisals and manage necessary third-party documentation.

• Liaise with clients, lenders, brokers, lawyers, and internal teams to ensure smooth progression of files.

• Track conditions, deadlines, and outstanding requirements to guarantee timely closings.

• Keep client records and documentation accurate and current.

• Provide assistance to brokers and underwriters with file coordination and follow-up tasks.

• Maintain a high standard of client service and professionalism throughout the entire process.

• Contribute to administrative workflows and enhance operational efficiencies within the fulfillment process.

• Function effectively in a fully remote, fast-paced environment.

⛳️ Requirements

• Previous experience in mortgage fulfillment, mortgage administration, underwriting support, or mortgage operations.

• Strong comprehension of the mortgage process from approval to funding.

• Experience in reviewing mortgage documentation, including income and down payment verification.

• Exceptional organizational and time management abilities.

• High attention to detail and accuracy.

• Capability to manage multiple files and competing priorities at once.

• Excellent verbal and written communication skills.

• Comfortable working independently in a remote setting.

• Highly proactive with strong follow-up and problem-solving skills.

• Tech-savvy and adaptable to new systems and platforms.

• Experience with mortgage brokerage systems such as Filogix, Velocity, Scarlett, FINMO, or similar platforms is an asset.

• Previous experience in a high-volume mortgage brokerage environment is highly preferred.

🏝️ Benefits

• Competitive compensation based on experience.

• Comprehensive benefits coverage.

• Health Spending Account (HSA).

• Gain share program.

• Paid vacation.

• Stock options.

• Fully remote / work-from-anywhere in Canada environment.

• Opportunity to join one of Canada’s fastest-growing mortgage brokerages with strong long-term growth potential.