Mortgage Fulfillment Specialist - Remote
This is a remote position.
About Our Client
This confidential search is being managed by The HR Pro on behalf of one of Canada’s 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.
The Opportunity
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.
Key Responsibilities
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
Requirements
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
Benefits
Compensation & Benefits
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 Canada’s fastest-growing mortgage brokerages with strong long-term growth potential
Apply To This Job
About Our Client
This confidential search is being managed by The HR Pro on behalf of one of Canada’s 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.
The Opportunity
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.
Key Responsibilities
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
Requirements
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
Benefits
Compensation & Benefits
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 Canada’s fastest-growing mortgage brokerages with strong long-term growth potential
Apply To This Job