Mortgage Fulfillment Specialist - HUB

The HR Pro

  • Ontario
  • Permanent
  • Full-time
  • 8 days ago
About the OpportunityOur client, a well-established and high-performing mortgage brokerage, has engaged The HR Pro to hire a Mortgage Fulfillment Specialist to join their growing team.While the client is confidential at this stage, they are known for their strong culture, collaborative environment, and high-volume deal flow. This role works closely with the Underwriting HUB, taking approved files and managing them through to completion.This is a critical role in the process - ensuring deals move smoothly from approval to funding through strong organization, follow-up, and attention to detail.What You’ll Be Doing
  • 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
What This Role Looks Like
  • 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
Requirements
  • 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.
BenefitsWhy This Opportunity
  • 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

The HR Pro

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