Document Fulfillment Specialist

2 days ago

Ottawa, Canada Your Mortgage Specialist Full time

**Now Hiring: Document Fulfillment Specialist**

**About Us**
We are a leading mortgage team recognized for delivering an outstanding client experience. Our reputation is built on years of service excellence, powered by a team of dedicated professionals, proven systems, and a commitment to going above and beyond. We’re proud of the strong relationships we’ve built with both clients and referral partners.

**Position Summary**
We’re looking for a highly organized, detail-driven **Document Fulfillment Specialist** to join our dynamic team. In this full-time position, you’ll play a key role in supporting our clients throughout the mortgage process—from approval to funding—ensuring each file moves forward smoothly and efficiently. This role offers a competitive salary, performance-based bonuses, and plenty of opportunity for growth in a fast-paced, supportive environment.

**What You’ll Do**
- **Manage Documentation**: Collect and organize required mortgage documents to ensure all lender conditions are satisfied.
- **Communicate Effectively**: Serve as a point of contact for clients, lenders, and referral partners—providing clear updates and resolving inquiries promptly.
- **Track Timelines**: Manage multiple files at once, ensuring deadlines are met and the process stays on track.
- **Maintain Compliance**: Accurately input and manage client data, ensuring all documentation complies with industry regulations.
- **Collaborate with the Team**: Work closely with mortgage agents, underwriters, and other internal departments to ensure seamless transactions.
- **Support Additional Tasks**: Order appraisals, coordinate with lawyers, prepare signing packages, handle post-closing administration, and manage compliance documentation.

**Who You Are**
- Calm and confident under pressure, especially when handling tough conversations or high-stakes files
- Meticulously organized with exceptional attention to detail
- Skilled at multitasking and prioritizing in a fast-moving environment
- Tech-savvy and quick to adapt to new systems
- An excellent communicator—both in writing and over the phone
- Professional, discreet, and trustworthy with sensitive client information
- Independent and self-motivated, but also a strong team player

**Preferred Qualifications**
- Level 1 Mortgage License (Ontario)
- 2+ years of mortgage industry experience
- Post-secondary education an asset
- Familiarity with mortgage platforms and CRM tools

**Compensation & Perks**
- **Salary Range**: $55,000 - $65,000 per year, plus bonus potential
- **Benefits Package** includes:

- Paid time off
- Flexible hours
- Casual dress
- Company events

**Schedule**: Monday to Friday

Be part of a team that’s raising the bar in mortgage service—join us today

Pay: $55,000.00-$65,000.00 per year

**Benefits**:

- Work from home

Work Location: Remote

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