Mortgage Fulfillment Officer/assistant
7 days ago
**About Us**
We are a growing commercial and residential mortgage team dedicated to delivering seamless financing solutions for our clients. With a strong culture of excellence, collaboration, and client-first service, we’re building a best-in-class brokerage environment right here in downtown Toronto.
**The Role**
This is more than just paperwork — it’s about creating an exceptional client experience while thriving in a dynamic, fast-paced office environment.
**Responsibilities**
- Collect, review, and organize client documents including income verification, bank statements, property documents, and identification.
- Coordinate consultations between clients and mortgage agents.
- Supervise files from lender approval through fulfillment, ensuring conditions are met and deals are ready to fund.
- Prepare and dispatch Client Signing Packages upon receipt of commitments.
- Track, order, and review appraisals, liaising with appraisal firms as needed.
- Communicate proactively with clients, lenders, solicitors, and internal staff — providing updates and ensuring deadlines are met.
- Maintain and update client files within our CRM and internal systems.
- Assist with closing and funding coordination, ensuring a seamless client experience.
- **Support company growth through general administrative tasks and by helping plan team events, workshops, and initiatives.**
**Qualifications**
- Minimum 2 years of office experience (mortgage or credit lending experience strongly preferred).
- _Post-secondary degree/diploma in Business Administration, Finance, or a related field is an asset._
- Familiarity with mortgage platforms and CRM tools (Hubspot, Pipedrive) is an advantage.
- Strong organizational and time management skills; ability to juggle multiple files and deadlines.
- Excellent verbal and written communication skills.
- High level of accuracy and attention to detail.
- Ability to thrive in a fast-paced, collaborative environment.
- Proficiency with MS Office (Word, Excel) and Adobe.
**Why Join Us?**
- Work in a high-energy, collaborative office in downtown Toronto.
- Be part of a team that values growth, innovation, and client success.
- Opportunities to learn, contribute ideas, and grow alongside the business.
- Competitive compensation with bonus potential.
- Casual, supportive work culture that celebrates wins as a team.
**Schedule**
- Monday to Friday, 9:00 AM - 5:00 PM
- In-person at 360 King St E, Toronto
**How to Apply**
Submit your resume (and **bonus points** for a short video introducing yourself and telling us why you’re excited about this role).
Chosen applicants will be required to complete a Big 5 (OCEAN) personality test. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
**Job Type**: Fixed term contract
Contract length: 12 months
Pay: From $55,000.00 per year
Work Location: In person
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