Mortgage Fulfillment Specialist

3 days ago

Charlottetown PE CA P Luke Crighton Mortgage Solutions Inc Full time US$75,000 - US$90,000 per year

About the Role

I am an independent high-volume mortgage broker seeking a career-minded Mortgage Fulfillment Specialist to join my existing support team. This is not a "just a job" position—it's a long-term professional role for someone who takes pride in precision, consistency, and operational excellence.

You will work closely with both myself and current support staff to ensure files move smoothly from application to funding. I handle all file strategy & structuring, as well the majority of client-facing interactions. You will execute the process(es) with accuracy, provide light client communication, lender/underwriter correspondence, and keep files moving efficiently.

What You'll Do

-Prepare and submit mortgage applications to clients & lenders.

-Review client application information, and send client document requests for the necessary items we will need to collect in order to underwrite and place the file with a lender/profuct.

-Manage files from application through conditions and funding (ie. Lender/underwriter correspondence post-submission).

-Communicate with lenders, lawyers, appraisers, and clients to collect documents and confirm details.

-Provide light client-facing support (sending applications, clarifying required documents, answering simple questions).

-Keep all parties updated while maintaining a professional, confident tone.

-Work seamlessly with myself and our existing support team; clear, fast, reliable communication is essential.

-Maintain highly organized digital files with PDF tools and cloud systems (all systems already in place, but always open to new ideas and input).

-Anticipate issues, follow up proactively, and ensure deadlines are met.

What You Need

-5+ years in mortgage underwriting, fulfillment, or deal packaging (broker or lender side).

-High-level accuracy in document review and file management.

-Ability to multitask and manage multiple files in a fast-paced environment.

-Excellent communication skills, both with clients and internal team members.

-Strong organizational skills and a problem-solving mindset.

-Proficiency with PDF editing and cloud-based file systems.

Nice to Have

-Microsoft Office experience.

-Experience working in a small, high-performance team.

-Entrepreneurial mindset or desire to grow long-term within a brokerage.

-Flexibility during peak volume periods.

-Knowledge or previous experience in real estate or finance.

Job Types: Full-time, Permanent

Pay: $75,000.00-$90,000.00 per year

Benefits:

  • Company events
  • On-site parking
  • Paid time off
  • Work from home

Ability to commute/relocate:

  • Charlottetown, PE C1A 5P1: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

  • How many years of experience do you have in a mortgage fulfillment or similarly related role?
  • Why did/do you plan to leave your previous/current position?
  • What is it about the role that interests you?
  • What are some things that are "a must" and/or a "nope" in a work place you see yourself in long term?

Education:

  • Secondary School (required)

Work Location: Hybrid remote in Charlottetown, PE C1A 5P1

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