Bilingual Mortgage Operations Specialist (Fulfilment Officer)

About Haventree Bank

Haventree Bank is a Schedule I Canadian bank dedicated to advancing financial security and upward mobility for Canadians underserved by traditional financial services. Through our broker-distributed alternative mortgage and GIC solutions as well as our growing digital banking platform we provide straightforward products that support long-term financial well-being and meaningful growth.

As a CDIC-insured federally regulated bank we offer the trust and stability of a traditional financial institution while embracing the innovation and customer-first mindset of a modern digital bank.

If youre looking for a place where your work has a direct impact your ideas are valued and innovation is encouraged Haventree Bank is the place for you.

Position Summary:

Reporting to the Manager Mortgage Operations the Mortgage Operations Specialist is responsible for supporting Originations by providing customer service for processing documents ensuring accurate data input collaborating with internal/external stakeholders and prioritizing efficiencies. This role demands
attention to detail strong communication skills and a customer-centric problem-solving approach to ensure a smooth mortgage fulfillment process.

Major Duties & Responsibilities:

Communicates effectively both verbally and written to internal and external stakeholders (including appraisers employers and mortgage brokers) when documents are incomplete or additional information is required to ensure timely accurate results.
Maintains and utilizes salesforce dashboards to track and manage deals in pipeline be responsible for meeting document review timelines (SLAs.)
Handles and maintains condition management.
Updates the CRR/AML Score Card on a regular timely basis.
Adheres to all Bank business area and AML/ATF policies and procedures.
Reviews and approves supporting documents according to HTBs risk appetite and policies.
Ensures that Quality Assurance requirements Compliance and Risk review queries are dealt within a timely and accurate manner.
Conducts income document analysis and calculations to ensure the applicants income can be confirmed including submitting income to Equifax for review.
Conducts appraisal report analysis to validate property valuation and compliance with internal
policies and external regulations.
Maintains operational excellence using all available resources escalating when necessary to maximize efficiencies and provide quick turnaround times.

Qualifications & Experience:

Degrees Diplomas & Certifications:

A college diploma or equivalent is required.

Years and Range of Experience Required to Perform the Job:
The position requires at least 2 years experience in a Mortgage Administration Operations or a similar financial services role.
Values learning and are looking to expand your knowledge and skills.
Strong professional communication skills both written and verbal (over the phone.)
Organized detail oriented and able to manage your time appropriately. French & English is Mandatory

While we thank everyone for their interest in Haventree Bank please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation we will work with you to meet your needs.

1. As a job candidate our recruitment process includes collecting personal information. Please click the link here to review our Privacy Policy.Privacy Statement Haventree Bank
2. Stay in touch with us if this position is not the right one for you please click on this link for other roles atCareers Haventree Bankor follow us on LinkedIn at Bank embraces equal opportunity diversity and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting

Required Experience:

IC