Mortgage Fulfillment Specialist
- Canada
- $50,000-65,000 per year
- Permanent
- Full-time
- Competitive salary: $50,000-$65,000 annually
- Comprehensive benefits package (dental care, vision care, life insurance)
- Flexible, remote work options (Halifax preferred)
- Opportunity to work with a supportive, collaborative team environment
- Exposure to leading mortgage technology platforms and ongoing professional development
- Manage the mortgage fulfillment process from approval to completion/funding, ensuring compliance with corporate and regulatory requirements.
- Collect, review, and process confidential mortgage application documents with accuracy and attention to detail.
- Communicate with clients, mortgage agents, and external parties (lenders, appraisers, lawyers, realtors) throughout the mortgage application process.
- Submit documentation to lenders and monitor the status of applications.
- Order appraisals and coordinate with third-party providers as required.
- Maintain client folders, track deal progress, and prepare files for compliance reviews.
- Update internal tracking systems and spreadsheets to ensure timely reporting and status updates.
- Uphold high standards of efficiency, professionalism, and member service throughout all interactions.
- Mortgage Agent license in good standing (required).
- Minimum 3 years of experience as a Mortgage Fulfillment Specialist, Mortgage Agent, or Mortgage Underwriter (broker side preferred).
- Strong working knowledge of mortgage technology platforms such as Finastra (Filogix), Newton (Velocity), and lender portals.
- 3+ years' experience preparing mortgage compliance documentation (Ontario and Atlantic provinces).
- Proficiency in G-Suite, Adobe, Docusign, and LastPass.
- Exceptional attention to detail, accuracy with numbers, and organizational skills.
- Ability to manage a high workload, prioritize effectively, and meet tight deadlines.
- Strong written and verbal communication skills; personable and professional in client and partner interactions.
- Self-motivated with the ability to work independently; flexibility to occasionally work outside standard business hours as required by industry cycles.