About the Opportunity
Our client a well-established and high-performing mortgage brokerage has engaged The HR Pro to hire a Mortgage Fulfillment Specialist to join their growing team.
While the client is confidential at this stage they are known for their strong culture collaborative environment and high-volume deal flow. This role works closely with the Underwriting HUB taking approved files and managing them through to completion.
This is a critical role in the process - ensuring deals move smoothly from approval to funding through strong organization follow-up and attention to detail.
What Youll Be Doing
- Taking files from underwriting approval through to funding
- Reviewing client documents (paystubs tax returns bank statements down payment verification)
- Ordering appraisals and coordinating required third-party items
- Following up with clients lenders brokers and lawyers to keep deals on track
- Updating and maintaining accurate client files and documentation
- Supporting brokers and the underwriting team with file completion
- Assisting with general administrative and coordination tasks as needed
What This Role Looks Like
- This is a detail-heavy role where accuracy matters - small mistakes can impact deals
- Youll be managing multiple files at different stages requiring strong organization and follow-up
- Youll be working with a variety of people (clients brokers lenders lawyers) - professionalism and communication are key
- This is a fully in-office role in Toronto
- The pace can be busy - staying organized and proactive is important
Requirements
- 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.
Benefits
Why This Opportunity
- Join an award-winning mortgage brokerage with a strong industry reputation
- Be part of a structured team environment working alongside underwriting and broker teams
- Gain hands-on experience across the full mortgage process from approval to funding
- Exposure to a high volume of files and real-world deal flow
- Opportunity to build a long-term career in the mortgage industry
- Collaborative team-first environment with ongoing learning
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.
About the OpportunityOur client a well-established and high-performing mortgage brokerage has engaged The HR Pro to hire a Mortgage Fulfillment Specialist to join their growing team.While the client is confidential at this stage they are known for their strong culture collaborative environment and h...
About the Opportunity
Our client a well-established and high-performing mortgage brokerage has engaged The HR Pro to hire a Mortgage Fulfillment Specialist to join their growing team.
While the client is confidential at this stage they are known for their strong culture collaborative environment and high-volume deal flow. This role works closely with the Underwriting HUB taking approved files and managing them through to completion.
This is a critical role in the process - ensuring deals move smoothly from approval to funding through strong organization follow-up and attention to detail.
What Youll Be Doing
- Taking files from underwriting approval through to funding
- Reviewing client documents (paystubs tax returns bank statements down payment verification)
- Ordering appraisals and coordinating required third-party items
- Following up with clients lenders brokers and lawyers to keep deals on track
- Updating and maintaining accurate client files and documentation
- Supporting brokers and the underwriting team with file completion
- Assisting with general administrative and coordination tasks as needed
What This Role Looks Like
- This is a detail-heavy role where accuracy matters - small mistakes can impact deals
- Youll be managing multiple files at different stages requiring strong organization and follow-up
- Youll be working with a variety of people (clients brokers lenders lawyers) - professionalism and communication are key
- This is a fully in-office role in Toronto
- The pace can be busy - staying organized and proactive is important
Requirements
- 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.
Benefits
Why This Opportunity
- Join an award-winning mortgage brokerage with a strong industry reputation
- Be part of a structured team environment working alongside underwriting and broker teams
- Gain hands-on experience across the full mortgage process from approval to funding
- Exposure to a high volume of files and real-world deal flow
- Opportunity to build a long-term career in the mortgage industry
- Collaborative team-first environment with ongoing learning
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.
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