About the Opportunity

Our client is a growing mortgage professional based in Barrie, Ontario, focused on delivering thoughtful, well-structured mortgage solutions and a high level of client care.

As the business continues to grow, they are seeking a long-term addition to the team and hiring for a Mortgage Underwriter & Fulfillment Specialist to become a key part of the operation - supporting files from post-intake through to funding.

This role is ideal for someone who prefers to focus on the back end of the business, rather than sales or business development.

This is an excellent opportunity to work directly with an experienced agent on a diverse range of files, playing a meaningful role in delivering a high-quality client experience. It is well-suited to someone seeking a long-term position and the opportunity to become an integral part of the team.

The Role

This is a high-ownership, end-to-end role where you will take over files after the initial client strategy call and manage them through underwriting, submission, and fulfillment.

In addition to core underwriting responsibilities, this role will also support client communication, document coordination, and general administrative tasks as needed to ensure a smooth and productive process.

Key Responsibilities

- Underwriting & Deal Structuring

Review applications, credit, and supporting documentation

Assess file strength and identify potential concerns early

Structure deals based on lender guidelines and client profiles

Recommend appropriate lenders (A, B, or alternative)

Ensure files are complete, logical, and submission-ready

- Submission & Fulfillment

Submit files through Velocity

Manage lender communication, conditions, and follow-ups

Proactively move files forward to meet financing timelines





Troubleshoot issues and identify solutions to keep deals progressing

3.

Document

Collection & File Management

Oversee document collection and follow up with clients as needed

Review documentation for accuracy, completeness, and consistency

Maintain organized and up-to-date files in the Cloud and within the CRM (Go High Level)

4.

Client

Care & Administrative Support

Respond to client inquiries and provide updates throughout the process

Assist with pre-qualification support and general file coordination

Help manage CRM workflows, follow-ups, and client journey touchpoints

Support overall business operations as needed during lighter volume periods

What Success Looks Like

Take ownership of files from post-intake through to funding

Demonstrate strong problem-solving and deal structuring ability

Maintain a high level of accuracy and organization

Keep files moving efficiently with minimal oversight

Become a trusted extension of the agent’s business

Requirements

3+ years of mortgage underwriting and fulfillment experience within the broker channel

Hands-on experience submitting deals to multiple lenders (A, B, and alternative)

Strong understanding of self-employed income review, rental property financing and credit-challenged and alternative lending scenarios.

Experience using mortgage submission platforms. Velocity experience would be an asset

Strong knowledge of lender guidelines and deal structuring fundamentals

Close attention to detail with a focus on accuracy and completeness

Strong communication skills, both written and verbal

Ability to manage multiple files and prioritize effectively in a fast-paced environment

Comfortable working independently in a remote setting

Proactive, solution-oriented mindset with a strong sense of ownership

Experience in client journey CRM’s is an asset

📌 Mortgage Underwriter & Fulfillment - Barrie
🏢 The HR Pro
📍 Barrie