Description: CanWise Financial is looking for an experienced mortgage qualified with a detailed understanding of the document fulfillment process. You will convert signed mortgage applications into completed mortgages, which are ready to fund. This is a great opportunity for a resourceful and self-motivated individual to join a company at its infancy and help make it grow.

We love helping Canadians save money by empowering them with the tools to make smart financial decisions. We believe in financial transparency, product innovation, entrepreneurship and community. That’s our Modus Operandi. Keep reading and apply, if it’s yours.

YOUR QUALIFICATIONS

- Relevant post-secondary degree and/or experience as a mortgage professional

- Project Manager: You take ownership of anything that is assigned to you

- Analytical: You can breakdown complex information for our clients

- Resourceful: You may not have all the answers, but you know how to get them

- Proactive: You are never idle and love being busy





- Positive attitude: We have a great culture and want to preserve it

YOUR RESPONSIBILITIES

- Input and strategic thinking into all areas of the business including HR, sales and documents processes, lender partners, company targets and long-term vision

- Taking signed mortgage approvals and converting them to closed mortgage applications, with the support of the mortgage sales team

- Working closely with the mortgage sales team to ensure a smooth mortgage process

- Providing insight and thought to continuously improve the customer experience

- Handling customer complaints, should they arise
- The workday will start between 8 – 9 a.m. and finish between 5 – 6 p.m., Monday to Friday

- Other duties as assigned

The year 1 target compensation will be $40,000 - $50,000, which will be a combination of salary and bonus.

📌 Mortgage, Document Fulfillment Officer (Toronto)
🏢 CanWise Financial
📍 Toronto