OverviewJoin us to build a more rewarding financial future for all Canadians. At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly scaling tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.#1 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025 — the first company ever to achieve a three-peat at the top!#1 Fastest Growing Company in Canada for 2024 by Globe & MailTop-ranked mobile apps and credit cardsTeam of 500+ people1M+ customers10K+ retail partnersThe RoleReporting to the Senior Manager, Mortgage Fulfillment, you will be crucial in streamlining the mortgage approval process for Canadians. Your core responsibilities include the accurate and efficient review of mortgage documentation to ensure strict adherence to Neo's guidelines and proactive communication with brokers to secure all outstanding items. This role is key to maintaining the efficiency of our underwriting team and serves as a vital safeguard for fraud mitigation.What You’ll Be DoingFollow up with mortgage brokers for outstanding documents, ensuring each document is reviewed, complete and accurateConduct verbal verification of employment,



ensuring that all proper due diligence is exercisedManage the Documents Management System and ensure that documents are handled within the established SLASatisfy conditions to bring files to broker completeLiaise with and manage communication from third party service providersKeep informed of Neo mortgage products/services, interest rates, lending guidelines and other pertinent informationComplete ad hoc requests on an as needed basisWho We Are Looking ForMinimum 1-2 years of mortgage fulfillment experience in the Canadian mortgage industryA self-starter, with a positive attitude who can lead by exampleExperienced with Google Suite platformStrong verbal and written communication skillsProven ability to foster and maintain strong business relationshipsOrganized and process-oriented, with strong problem-solving skillsAbility to work under high pressure and multi-task in a quick-paced, deadline-driven environment with a strong attention to detail.Able to work independently and as part of a teamProject Manager: You take ownership of anything that is assigned to youAnalytical: You can break down complex information for our clientsResourceful: You may not have all the answers, but you know how to get themProactive: You are never idle and love being busyAbility to comprehend and assess documentation relating to mortgage down

📌 Mortgage Fulfillment Officer (Future Opportunities) (Calgary)
🏢 Neo Financial
📍 Calgary