Mortgage Fulfillment Specialist Remote
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Job Summary
This is a remote position.
This confidential search is being managed by The HR Pro on behalf of one of Canadas fastest-growing mortgage brokerages.
Our client operates as a modern cloud-based brokerage with a fully remote team across Canada supporting a high-performance and entrepreneurial culture built around innovation collaboration and growth.
They are currently seeking a highly organized detail-oriented and proactive Mortgage Fulfillment Specialist to join their growing operations team.
This role works closely with the centralized underwriting team taking approved mortgage files and managing them through to completion and funding. The successful candidate will thrive in a fast-paced environment enjoy keeping deals moving efficiently and take pride in delivering a smooth client experience from approval to closing.
This is a critical operational role within the brokerage and is ideal for someone who enjoys working behind the scenes to ensure files are accurate conditions are met timelines stay on track and communication flows smoothly between all parties involved.
This is a fully remote position offering the opportunity to join a fast-growing national mortgage brokerage with strong systems collaborative leadership and a high-volume deal environment.
The successful candidate will support brokers and the centralized underwriting team by managing files from approval through to funding ensuring all documentation conditions and third-party requirements are completed accurately and on time.
This role requires someone who is highly organized process-driven and comfortable managing multiple active files simultaneously. Strong follow-up skills attention to detail and the ability to communicate professionally with clients lenders brokers lawyers and third-party partners are essential.
The ideal candidate is someone who enjoys structure problem-solving and creating a seamless experience throughout the mortgage process.
- Manage mortgage files from underwriting approval through to funding
- Review and organize client documentation including income verification bank statements tax documents and down payment verification
- Order appraisals and coordinate required third-party documentation
- Communicate with clients lenders brokers lawyers and internal teams to keep files progressing smoothly
- Monitor conditions deadlines and outstanding requirements to ensure timely closings
- Maintain accurate and up-to-date client records and documentation
- Support brokers and underwriters with file coordination and follow-up
- Ensure a high level of client service and professionalism throughout the process
- Assist with administrative workflows and operational efficiencies within the fulfillment process
- Operate effectively within a fully remote and fast-paced environment
Previous experience in mortgage fulfillment mortgage administration underwriting support or mortgage operations Strong understanding of the mortgage process from approval to funding Experience reviewing mortgage documentation including income and down payment verification Excellent organizational and time management skills Strong attention to detail and accuracy Ability to manage multiple files and competing priorities simultaneously Excellent verbal and written communication skills Comfortable working independently in a remote environment Highly proactive with strong follow-up and problem-solving abilities Tech-savvy and adaptable to new systems and platforms Experience with mortgage brokerage systems such as Filogix Velocity Scarlett FINMO or similar platforms is considered an asset Previous experience working in a high-volume mortgage brokerage environment is strongly preferred
Competitive compensation based on experience Full benefits coverage Health Spending Account (HSA) Gain share program Paid vacation Stock options Fully remote / work-from-anywhere in Canada environment Opportunity to join one of Canadas fastest-growing mortgage brokerages with strong long-term growth potential
Required Skills:
Strong administrative and coordination experience ideally in a financial services mortgage banking or real estate environment High level of attention to detail - comfortable reviewing and verifying client documentation including income assets and down payment sources to ensure files are complete and submission ready Strong organizational skills with the ability to manage multiple files at different stages simultaneously Ability to follow structured processes while also knowing when to escalate or ask questions Strong written and verbal communication skills (English required) Proficient with common tools such as Gmail Word spreadsheets and CRM systems Customer-service oriented with a professional and responsive approach Experience in the mortgage or financial industry is an asset but not required full training will be provided.
