About Us:
We are a top-performing Ottawa Mortgage Team known for delivering exceptional client experiences.
Our success is built on a commitment to service excellence, supported by a team of dedicated professionals and robust systems and processes refined over many years. We take pride in exceeding customer expectations and fostering strong relationships with clients and referral partners.
Position Overview:
We are seeking a detail-oriented Document Fulfillment Specialist to join our high-performing mortgage team. This full-time role offers an opportunity for professional growth within a dynamic and fast-paced environment. The successful candidate will play a crucial role in ensuring a seamless mortgage experience for our clients from approval to funding while maintaining the highest standard of service.
Key Responsibilities:
- Documentation Management – Collect and manage mortgage documents, ensuring all lender conditions are met.
- Client & Partner Communication – Maintain clear, professional communication with clients, lenders, and referral partners, providing timely updates and addressing inquiries.
- Process & Timeline Management – Oversee multiple client files simultaneously, ensuring all deadlines are met.
- Compliance & Data Entry – Maintain accurate records in databases and ensure all files comply with regulatory requirements.
- Collaboration – Work closely with mortgage originators, underwriters, and fulfillment teams to facilitate smooth mortgage funding.
- Additional Responsibilities – Ordering appraisals, liaising with lawyers and service providers, preparing signing packages, post-closing administration, and managing compliance documentation.
Must-Have Qualifications:
- Proven ability to manage fast-paced environments and adapt to change.
- Confidence in handling difficult conversations and managing challenging clients and referral partners.
- Strong multi-tasking skills with exceptional attention to detail.
- Ability to work independently while also excelling in a team setting.
- Excellent verbal and written communication skills.
- Strong computer proficiency and data entry skills.
- A high degree of accuracy, thoroughness, and discretion when dealing with confidential matters.
Preferred Qualifications:
- Level 1 Mortgage License in the Province of Ontario (or ability to obtain)
- Minimum of 2 years of experience in mortgages (broker or branch)
- Post-secondary education is an asset.
- Experience using mortgage technology and software, specifically Finmo
What We Offer:
- Paid per file to start during training and contract, then can expand to a salaried role.
- Opportunities for income growth as the business expands.
- Hybrid Remote Work – Candidates based in Ottawa are preferred, with the ability to work remotely and attend in-person events as needed. Remote candidates outside of Ottawa may also be considered.
Benefits:
o Flexible work schedule
o Casual dress code
o Company events
o On-site parking
Work Schedule:
- 7 days a week as required, flexible hours
How to Apply:
If this sounds like the career opportunity you’ve been looking for, we’d love to hear from
you! Please submit your resume to [email protected], and we will contact
qualified candidates.
Join our team and help us continue to set the standard for exceptional mortgage service!
Pay: From $50.00 per hour
Benefits:
Work Location: Hybrid remote in Ottawa, ON K2B 0A1
