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Mortgage Fulfillment Specialist
The HR Pro.ca. Manage mortgage files from underwriting approval through to funding .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing mortgage files from underwriting approval to funding, with a strong understanding of the mortgage process and proficiency in reviewing documentation. Excels in client communication, organizational skills, and operational efficiencies within a remote, fast-paced environment.
Highest-signal resume keywords
Mortgage Fulfillment ExperienceMortgage Documentation ReviewOrganizational SkillsVerbal And Written Communication SkillsTech-Savvy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage Process UnderstandingIncome VerificationDown Payment VerificationFile CoordinationDeadline MonitoringClient Record MaintenanceAdministrative WorkflowsProblem-Solving AbilitiesAttention To DetailTime Management
Soft Skills
Client ServiceProactivityAdaptabilityIndependenceFollow-Up
Tools & Technologies
FilogixVelocityScarlettFINMOMortgage Brokerage Systems
Industry Keywords
Mortgage AdministrationUnderwriting SupportMortgage OperationsHigh-Volume Mortgage BrokerageThird-Party Documentation
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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