Mortgage Fulfillment Specialist

You will be required to take direction and reporting to the owner/broker and the team.

Upon completion of the probation period, you must be willing to enroll and complete mortgage agent licensing course.

**Responsibilities Include**:

- Managing files from the time they are approved by the lender until all of the lender’s conditions are met on the mortgage approval and the file is ready for funding.
- Collecting and Reviewing Client Mortgage documents such as Mortgage Statements, T4, T1, NOA, Property tax bill, and insurance policy, with a good understanding of each document.
- Updating the client mortgage files to outline the outstanding conditions on the file to keep other team members aware of the relevant details of the active mortgage file.
- Following up on documentation within four business hours of receipt.
- Submitting the required documentation to lenders to fulfill all outstanding conditions of mortgage approvals.
- Preparing approval packages for clients once mortgage commitments are received from lenders.
- Ordering and reviewing client appraisals.
- Reviewing and satisfying lender and compliance requirements for consent, mortgage commitment, disclosure, amortization, and other relevant documents required for funding the mortgage.

**Required Skills**:

- 1-2 years of office experience or relevant customer service
- Strong verbal and written communication skills
- Strong organizational efficiency and attention to detail
- Ability to learn software/systems quickly and manage / take responsibility for day-to-day use of them
- Must possess keen attention to detail.
- Ability to investigate and resolve borrower concerns as they are presented.
- Currently holds a mortgage agents’ license would be an asset but not required.
- Currently working in finance and or banking industry, would be an asset but not required

**Job Types**: Full-time, Permanent

Schedule:

- Monday to Friday

Work Location: One location