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Document Specialist, Residential Mortgages, Aveo

3 months ago


Toronto, Ontario, Canada CMLS Financial Full time

Document Specialist, Residential Mortgages, AVEO Channel

Toronto, ON; Calgary, AB; Vancouver BC

About the Role

  • Review mortgage documentation
  • Review information presented and address any discrepancies or inconsistencies
  • Confirm appropriate due diligence has been completed on all documents
  • Verify data to ensure it meets with company guidelines
  • Prioritize deals in the workflow queue
  • Correspond with mortgage brokers to attain outstanding documentation needed to complete requirements as stipulated on the mortgage commitment
  • Manage the files from the time of commitment to all conditions met
  • Work closely with and provide liaison and support for Underwriters and Funders

This role is for you if you have:

  • Experience with compliance review is preferred
  • Postsecondary education and/or equivalent work experience
  • Working knowledge of residential mortgage legal documentation
  • 1 or more years of experience in the mortgage industry (residential mortgage experience is strongly preferred)
  • Ability to understand financial statements
  • Extensive knowledge of the review process for all documentation is preferred
  • Knowledge of the documentation required for all mortgage products

Who are we?


Established in 1974, CMLS Financial is the leading provider of capital solutions for commercial property owners, developers and real estate investors.

We have over 50 years of experience, 30,000 clients, $35 billion in assets under administration, and offices coast to coast.

Some of Canada's most prominent banks, investment managers, insurance companies, and pension funds rely on CMLS Financial for a variety of critically important mortgage services.

What sets us apart is our customer forward approach.

Building on our solid foundation of financial strength and experience, we continue to deliver unparalleled capital solutions for all our clients needs.


You will love working here


Employees tell us that they love that we strike the balance in creating an incredibly professional, yet dynamic and enjoyable corporate culture.

We work in a fluid and fast-paced environment that is supportive of energetic and motivated individuals who pride themselves on being flexible and results-driven.

Our employees are able to gain valuable industry exposure, lots of learning opportunities, and truly impact the business.

We are committed to providing our people with a challenging and rewarding career because our employees are what set us apart and we know it.

**We want to hear from you