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Mortgage Fullfillment Specialist

3 months ago

Vancouver, Canada Capital West Mortgage Inc. Full time

Company Profile:


The Vancouver-based firm Capital West Mortgage Inc. (“Capital West”) brings a progressive and innovative approach to real estate financing in the Lower Mainland. Capital West represents two diverse mortgage lenders, Pacifica Mortgage Investment Corporation and a local Credit Union’s Non-Traditional portfolio. With a reputation for professionalism and leadership, Capital West is committed to providing concrete solutions to even the most complex financial transactions.


Reports to: Vice President of Alternative Lending


Description:


Working within Capital West, this position is responsible for fulfilling credit-committed loans and ensuring the smooth flow of all loan fundings for Pacifica Mortgage Investment Corporation and a local Credit Union’s Non-Traditional portfolio. The position provides support to our Vice President of Alternative Lending, Mortgage Underwriters, and Alternative Lending team. The applicant will also have the opportunity to grow into a junior underwriter position over time.


Key Responsibilities:


  • Assist with reviewing underwriting documentation, such as appraisals, notices of assessments, strata minutes, financial statements, and all other funding related conditions required.
  •  Prepare and instruct solicitors.      
  • Prepare and ensure mortgage fundings are processed in accordance with the approval and all conditions and requirements have been met prior to the advance of funds.
  • Update the appropriate systems and ensure all data has been entered correctly.
  • Coordinate with accounting and notify the referring brokers once a funding is complete and payment of brokerage fee has been made.
  • Prepare the Commitment Letter & disclosure documents when required.
  • Maintain a general knowledge and compliance of all aspect of the mortgage portfolios.
  • Work with referring brokers to receive and review the required due diligence documentation.
  • Work on all aspects of the post funding duties and ensure all appropriate areas have been reviewed and actioned.
  • Work effectively and maintain a positive and high level of service with mortgage brokers, borrowers, solicitors, and other external partners.
  • Identify best practices and opportunities to improve internal processes and procedures.
  •  Liaising with administrative staff and Directors when required.
  • Report preparation and generation using Excel, Word, and PowerPoint as well as our internal System.


Education / Experience / Skills:

  • Must be a licensed sub-mortgage broker with BCFSA.
  • Minimum 2 years of experience in either mortgage fulfilment at a major Financial Institution, mortgage brokerage firm, or other equivalent experience.
  • Strong customer service skills, with the ability to work closely with mortgage brokers, providing exceptional service and fostering and maintaining relationships.
  • Detail-orientated with strong analytical and problem-solving skills.
  • Strong financial mathematics knowledge.
  •  Excellent communication skills.
  • Excellent attention to detail.
  • Advanced use of Microsoft Office. Excel, Word, Outlook, PowerPoint skills and good overall computer skills.
  • Ability to work independently and in a team environment.
  • Adaptable and able to work effectively under pressure.
  • Outstanding organizational skills with the ability to set priorities and meet deadlines.
  •  Strong oral and written communication and presentation skills.
  • This is an in-office position at our downtown Vancouver office.
  • This position is perfect for a broker or fulfillment specialist looking to advance their career and transition into a mortgage underwriter role.