Mortgage Fulfillment Specialist - HUB
The HR Pro
- Ontario
- Permanent
- Full-time
- Taking files from underwriting approval through to funding
- Reviewing client documents (paystubs, tax returns, bank statements, down payment verification)
- Ordering appraisals and coordinating required third-party items
- Following up with clients, lenders, brokers, and lawyers to keep deals on track
- Updating and maintaining accurate client files and documentation
- Supporting brokers and the underwriting team with file completion
- Assisting with general administrative and coordination tasks as needed
- This is a detail-heavy role where accuracy matters - small mistakes can impact deals
- You’ll be managing multiple files at different stages, requiring strong organization and follow-up
- You’ll be working with a variety of people (clients, brokers, lenders, lawyers) - professionalism and communication are key
- This is a fully in-office role in Toronto
- The pace can be busy - staying organized and proactive is important
- Strong administrative and coordination experience, ideally in a financial services, mortgage, banking, or real estate environment
- High level of attention to detail - comfortable reviewing and verifying client documentation including income, assets, and down payment sources, to ensure files are complete and submission ready
- Strong organizational skills with the ability to manage multiple files at different stages simultaneously
- Ability to follow structured processes while also knowing when to escalate or ask questions
- Strong written and verbal communication skills (English required)
- Proficient with common tools such as Gmail, Word, spreadsheets, and CRM systems
- Customer-service oriented with a professional and responsive approach
- Experience in the mortgage or financial industry is an asset, but not required — full training will be provided.
- Join an award-winning mortgage brokerage with a strong industry reputation
- Be part of a structured team environment working alongside underwriting and broker teams
- Gain hands-on experience across the full mortgage process from approval to funding
- Exposure to a high volume of files and real-world deal flow
- Opportunity to build a long-term career in the mortgage industry
- Collaborative, team-first environment with ongoing learning