Mortgage Fulfillment Specialist
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Job Description
Mortgage Fulfillment Specialist managing documentation, conditions, and communications from approval through funding. Supporting a fast-growing Canadian mortgage brokerage’s remote operations team.
Responsibilities:
- Manage mortgage files from underwriting approval through to funding
- Review and organize client documentation including income verification, bank statements, tax documents, and down payment verification
- Order appraisals and coordinate required third-party documentation
- Communicate with clients, lenders, brokers, lawyers, and internal teams to keep files progressing smoothly
- Monitor conditions, deadlines, and outstanding requirements to ensure timely closings
- Maintain accurate and up-to-date client records and documentation
- Support brokers and underwriters with file coordination and follow-up
- Ensure a high level of client service and professionalism throughout the process
- Assist with administrative workflows and operational efficiencies within the fulfillment process
- Operate effectively within a fully remote and fast-paced environment
Requirements:
- Previous experience in mortgage fulfillment, mortgage administration, underwriting support, or mortgage operations
- Strong understanding of the mortgage process from approval to funding
- Experience reviewing mortgage documentation including income and down payment verification
- Excellent organizational and time management skills
- Strong attention to detail and accuracy
- Ability to manage multiple files and competing priorities simultaneously
- Excellent verbal and written communication skills
- Comfortable working independently in a remote environment
- Highly proactive with strong follow-up and problem-solving abilities
- Tech-savvy and adaptable to new systems and platforms
- Experience with mortgage brokerage systems such as Filogix, Velocity, Scarlett, FINMO, or similar platforms is considered an asset
- Previous experience working in a high-volume mortgage brokerage environment is strongly preferred
Benefits:
- Competitive compensation based on experience
- Full 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
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