Mortgage Document Fulfillment Specialist

2 weeks ago

Ottawa, Canada The Mortgage Advisors - Team Matt Daniels Full time

**About Us**:
We are a top-performing Mortgage Team known for delivering exceptional client experiences. Our success is built on a commitment to service excellence, supported by a team of dedicated professionals and robust systems and processes refined over many years. We take pride in exceeding customer expectations and fostering strong relationships with clients and referral partners.

**Position Overview**:
**Key Responsibilities**:

- **Documentation Management** - Collect and manage mortgage documents, ensuring all

lender conditions are met.
- **Client & Partner Communication** - Maintain clear, professional communication with

clients, lenders, and referral partners, providing timely updates and addressing inquiries.
- **Process & Timeline Management** - Oversee multiple client files simultaneously,

ensuring all deadlines are met.
- **Compliance & Data Entry** - Maintain accurate records in databases and ensure all files

comply with regulatory requirements.
- **Collaboration** - Work closely with mortgage originators, underwriters, and fulfillment

teams to facilitate smooth mortgage funding.
- **Additional Responsibilities** - Ordering appraisals, liaising with lawyers and service

providers, preparing signing packages, post-closing administration, and managing

compliance documentation.

**Must-Have Qualifications**:

- Minimum of **1-2 years of experience** in mortgages (preferred)

*Previous mortgage or banking experience required.
- Proven ability to manage fast-paced environments and adapt to change.
- Confidence in handling difficult conversations and managing challenging clients and

referral partners.
- Strong multi-tasking skills with exceptional attention to detail.
- Ability to work independently while also excelling in a team setting.
- Excellent verbal and written communication skills.
- Strong computer proficiency and data entry skills.
- A high degree of accuracy, thoroughness, and discretion when dealing with confidential

matters.

**Preferred Qualifications**:

- **Level 1 Mortgage License** in the Province of Ontario.
- Experience using mortgage technology and software.

**What We Offer**:

- **Competitive Base Salary** ($60,000 - $70,000 per year) + Potential for additional comp**.**

**Ottawa will also be considered.**
- **Comprehensive Benefits Package**, including:

- Flexible work schedule
- Paid time off
- Casual dress code
- Company events
- On-site parking

**Work Schedule**:

- Monday to Friday

**How to Apply**:
If this sounds like the career opportunity you’ve been looking for, we’d love to hear from

you

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

Pay: $55,000.00-$70,000.00 per year

**Benefits**:

- Casual dress
- Company events
- On-site parking
- Paid time off

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Ottawa, ON K2B 0A1

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